Ballentine Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
5,210
+774
| +17% | +$610K | 0.06% | 103 |
|
|
2025
Q1 | $2.72M | Buy |
4,436
+754
| +20% | +$463K | 0.05% | 143 |
|
|
2024
Q4 | $2.31M | Sell |
3,682
-123
| -3% | -$77.3K | 0.04% | 154 |
|
|
2024
Q3 | $2.36M | Buy |
3,805
+810
| +27% | +$503K | 0.04% | 151 |
|
|
2024
Q2 | $1.97M | Sell |
2,995
-374
| -11% | -$246K | 0.04% | 162 |
|
|
2024
Q1 | $2.19M | Buy |
3,369
+567
| +20% | +$369K | 0.04% | 143 |
|
|
2023
Q4 | $1.75M | Buy |
2,802
+499
| +22% | +$312K | 0.04% | 161 |
|
|
2023
Q3 | $1.18M | Buy |
2,303
+78
| +4% | +$39.9K | 0.03% | 181 |
|
|
2023
Q2 | $1.02M | Buy |
2,225
+69
| +3% | +$31.6K | 0.02% | 197 |
|
|
2023
Q1 | $961K | Buy |
2,156
+113
| +6% | +$50.4K | 0.02% | 197 |
|
|
2022
Q4 | $795K | Buy |
2,043
+51
| +3% | +$19.9K | 0.02% | 204 |
|
|
2022
Q3 | $771K | Buy |
1,992
+609
| +44% | +$236K | 0.03% | 181 |
|
|
2022
Q2 | $533K | Buy |
1,383
+141
| +11% | +$54.3K | 0.02% | 234 |
|
|
2022
Q1 | $597K | Sell |
1,242
-19
| -2% | -$9.13K | 0.02% | 237 |
|
|
2021
Q4 | $810K | Sell |
1,261
-87
| -6% | -$55.9K | 0.02% | 209 |
|
|
2021
Q3 | $727K | Buy |
1,348
+12
| +0.9% | +$6.47K | 0.02% | 188 |
|
|
2021
Q2 | $655K | Buy |
1,336
+19
| +1% | +$9.32K | 0.02% | 199 |
|
|
2021
Q1 | $505K | Sell |
1,317
-10
| -0.8% | -$3.83K | 0.02% | 221 |
|
|
2020
Q4 | $504K | Buy |
1,327
+165
| +14% | +$62.7K | 0.02% | 219 |
|
|
2020
Q3 | $379K | Buy |
1,162
+3
| +0.3% | +$978 | 0.02% | 244 |
|
|
2020
Q2 | $344K | Sell |
1,159
-22
| -2% | -$6.53K | 0.02% | 241 |
|
|
2020
Q1 | $271K | Buy |
1,181
+35
| +3% | +$8.03K | 0.02% | 264 |
|
|
2019
Q4 | $301K | Buy |
1,146
+22
| +2% | +$5.78K | 0.01% | 304 |
|
|
2019
Q3 | $300K | Sell |
1,124
-110
| -9% | -$29.4K | 0.01% | 292 |
|
|
2019
Q2 | $323K | Buy |
1,234
+250
| +25% | +$65.4K | 0.02% | 277 |
|
|
2019
Q1 | $257K | Buy |
+984
| New | +$257K | 0.01% | 270 |
|
|
2018
Q4 | – | Sell |
-950
| Closed | -$216K | – | 354 |
|
|
2018
Q3 | $216K | Sell |
950
-30
| -3% | -$6.82K | 0.01% | 321 |
|
|
2018
Q2 | $200K | Buy |
+980
| New | +$200K | 0.01% | 319 |
|