Bank of Marin’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
896
+64
| +8% | +$50.4K | 0.53% | 59 |
|
|
2025
Q1 | $511K | Buy |
832
+50
| +6% | +$30.7K | 0.65% | 44 |
|
|
2024
Q4 | $491K | Sell |
782
-15
| -2% | -$9.43K | 0.39% | 79 |
|
|
2024
Q3 | $495K | Buy |
797
+2
| +0.3% | +$1.24K | 0.4% | 77 |
|
|
2024
Q2 | $522K | Buy |
795
+80
| +11% | +$52.6K | 0.45% | 72 |
|
|
2024
Q1 | $465K | Buy |
715
+13
| +2% | +$8.45K | 0.41% | 79 |
|
|
2023
Q4 | $439K | Sell |
702
-112
| -14% | -$70K | 0.39% | 82 |
|
|
2023
Q3 | $416K | Buy |
814
+52
| +7% | +$26.6K | 0.41% | 77 |
|
|
2023
Q2 | $349K | Buy |
762
+217
| +40% | +$99.4K | 0.33% | 88 |
|
|
2023
Q1 | $243K | Buy |
+545
| New | +$243K | 0.23% | 110 |
|
|
2022
Q1 | – | Sell |
-961
| Closed | -$618K | – | 127 |
|
|
2021
Q4 | $618K | Sell |
961
-413
| -30% | -$266K | 0.41% | 77 |
|
|
2021
Q3 | $741K | Sell |
1,374
-26
| -2% | -$14K | 0.54% | 67 |
|
|
2021
Q2 | $686K | Buy |
1,400
+8
| +0.6% | +$3.92K | 0.5% | 71 |
|
|
2021
Q1 | $533K | Buy |
1,392
+505
| +57% | +$193K | 0.42% | 82 |
|
|
2020
Q4 | $337K | Buy |
887
+15
| +2% | +$5.7K | 0.28% | 101 |
|
|
2020
Q3 | $284K | Buy |
+872
| New | +$284K | 0.29% | 99 |
|