Bailard’s Intuit INTU Stock Holding History

Bailard’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.6M	Sell	32,461 -64	-0.2%	-$50.4K	0.6%	41
2025 Q1	$20M	Buy	32,525 +13,537	+71%	+$8.31M	0.52%	45
2024 Q4	$11.9M	Buy	18,988 +889	+5%	+$559K	0.31%	77
2024 Q3	$11.2M	Buy	18,099 +78	+0.4%	+$48.4K	0.29%	83
2024 Q2	$11.8M	Buy	18,021 +619	+4%	+$407K	0.33%	72
2024 Q1	$11.3M	Sell	17,402 -753	-4%	-$489K	0.31%	78
2023 Q4	$11.3M	Sell	18,155 -932	-5%	-$583K	0.34%	69
2023 Q3	$9.75M	Sell	19,087 -1,488	-7%	-$760K	0.32%	70
2023 Q2	$9.43M	Buy	20,575 +6,881	+50%	+$3.15M	0.33%	67
2023 Q1	$6.11M	Sell	13,694 -82	-0.6%	-$36.6K	0.22%	100
2022 Q4	$5.36M	Sell	13,776 -313	-2%	-$122K	0.2%	102
2022 Q3	$5.46M	Sell	14,089 -65	-0.5%	-$25.2K	0.23%	100
2022 Q2	$5.46M	Sell	14,154 -193	-1%	-$74.4K	0.21%	98
2022 Q1	$6.9M	Buy	14,347 +243	+2%	+$117K	0.23%	96
2021 Q4	$9.07M	Buy	14,104 +49	+0.3%	+$31.5K	0.29%	81
2021 Q3	$7.58M	Buy	14,055 +2,581	+22%	+$1.39M	0.26%	93
2021 Q2	$5.62M	Buy	11,474 +723	+7%	+$354K	0.19%	109
2021 Q1	$4.12M	Buy	10,751 +2,479	+30%	+$950K	0.15%	132
2020 Q4	$3.14M	Buy	8,272 +5,015	+154%	+$1.9M	0.14%	124
2020 Q3	$1.06M	Buy	3,257 +283	+10%	+$92.3K	0.06%	195
2020 Q2	$881K	Sell	2,974 -13	-0.4%	-$3.85K	0.05%	207
2020 Q1	$687K	Buy	2,987 +27	+0.9%	+$6.21K	0.05%	200
2019 Q4	$775K	Buy	2,960 +24	+0.8%	+$6.28K	0.04%	216
2019 Q3	$781K	Buy	2,936 +243	+9%	+$64.6K	0.05%	223
2019 Q2	$704K	Hold	2,693	–	–	0.04%	240
2019 Q1	$704K	Hold	2,693	–	–	0.04%	252
2018 Q4	$530K	Hold	2,693	–	–	0.04%	287
2018 Q3	$612K	Buy	2,693 +322	+14%	+$73.2K	0.04%	321
2018 Q2	$484K	Hold	2,371	–	–	0.03%	371
2018 Q1	$411K	Sell	2,371 -14,695	-86%	-$2.55M	0.03%	368
2017 Q4	$2.69M	Buy	17,066 +14,695	+620%	+$2.32M	0.17%	143
2017 Q3	$337K	Buy	+2,371	New	+$337K	0.03%	238
2016 Q1	–	Sell	-14,695	Closed	-$1.42M	–	297
2015 Q4	$1.42M	Buy	+14,695	New	+$1.42M	0.62%	47