Bartlett & Co Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Buy |
128,910
+2,898
| +2% | +$2.28M | 1.42% | 18 |
|
|
2025
Q1 | $77.4M | Buy |
126,012
+642
| +0.5% | +$394K | 1.14% | 26 |
|
|
2024
Q4 | $78.8M | Buy |
125,370
+3,976
| +3% | +$2.5M | 1.14% | 26 |
|
|
2024
Q3 | $75.4M | Buy |
121,394
+217
| +0.2% | +$135K | 1.08% | 28 |
|
|
2024
Q2 | $79.6M | Buy |
121,177
+496
| +0.4% | +$326K | 1.21% | 26 |
|
|
2024
Q1 | $78.4M | Sell |
120,681
-1,816
| -1% | -$1.18M | 1.21% | 24 |
|
|
2023
Q4 | $76.9M | Buy |
122,497
+6,050
| +5% | +$3.8M | 1.25% | 23 |
|
|
2023
Q3 | $59.5M | Buy |
116,447
+2,556
| +2% | +$1.31M | 1.07% | 27 |
|
|
2023
Q2 | $52.2M | Buy |
113,891
+14,215
| +14% | +$6.51M | 0.9% | 34 |
|
|
2023
Q1 | $44.4M | Buy |
99,676
+24,752
| +33% | +$11M | 0.86% | 39 |
|
|
2022
Q4 | $29.2M | Buy |
74,924
+11,981
| +19% | +$4.66M | 0.59% | 51 |
|
|
2022
Q3 | $24.4M | Buy |
62,943
+41,364
| +192% | +$16M | 0.52% | 55 |
|
|
2022
Q2 | $8.32M | Buy |
21,579
+20,447
| +1,806% | +$7.88M | 0.17% | 102 |
|
|
2022
Q1 | $544K | Sell |
1,132
-33
| -3% | -$15.9K | 0.01% | 289 |
|
|
2021
Q4 | $749K | Buy |
1,165
+415
| +55% | +$267K | 0.01% | 254 |
|
|
2021
Q3 | $405K | Sell |
750
-55
| -7% | -$29.7K | 0.01% | 270 |
|
|
2021
Q2 | $395K | Hold |
805
| – | – | 0.01% | 278 |
|
|
2021
Q1 | $308K | Sell |
805
-100
| -11% | -$38.3K | 0.01% | 297 |
|
|
2020
Q4 | $344K | Buy |
905
+5
| +0.6% | +$1.9K | 0.01% | 284 |
|
|
2020
Q3 | $294K | Sell |
900
-225
| -20% | -$73.4K | 0.01% | 277 |
|
|
2020
Q2 | $333K | Hold |
1,125
| – | – | 0.01% | 267 |
|
|
2020
Q1 | $259K | Sell |
1,125
-25
| -2% | -$5.75K | 0.01% | 279 |
|
|
2019
Q4 | $301K | Hold |
1,150
| – | – | 0.01% | 290 |
|
|
2019
Q3 | $306K | Buy |
1,150
+1,147
| +38,233% | +$305K | 0.01% | 290 |
|
|
2019
Q2 | $784 | Buy |
+3
| New | +$784 | ﹤0.01% | 710 |
|