BerganKDV Wealth Management’s Intuit INTU Stock Holding History

BerganKDV Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$97.6K	Sell	213 -63	-23%	-$27.6K	0.01%	302
2023 Q1	$123K	Buy	276 +2	+0.7%	+$821	0.01%	288
2022 Q4	$107K	Buy	274 +2	+0.7%	+$793	0.01%	300
2022 Q3	$105K	Sell	272 -71	-21%	-$30.7K	0.01%	281
2022 Q2	$132K	Sell	343 -19	-5%	-$7.87K	0.02%	276
2022 Q1	$174K	Hold	362	–	–	0.02%	251
2021 Q4	$233K	Buy	362 +18	+5%	+$11.1K	0.02%	248
2021 Q3	$186K	Sell	344 -5	-1%	-$2.69K	0.02%	252
2021 Q2	$171K	Hold	349	–	–	0.02%	259
2021 Q1	$134K	Sell	349 -35	-9%	-$13.5K	0.02%	270
2020 Q4	$146K	Buy	384 +51	+15%	+$17.9K	0.02%	245
2020 Q3	$109K	Hold	333	–	–	0.02%	256
2020 Q2	$99K	Buy	333 +6	+2%	+$1.65K	0.02%	277
2020 Q1	$75K	Sell	327 -30	-8%	-$8.12K	0.02%	276
2019 Q4	$94K	Buy	357 +21	+6%	+$5.49K	0.02%	281
2019 Q3	$89K	Hold	336	–	–	0.02%	270
2019 Q2	$88K	Hold	336	–	–	0.02%	276
2019 Q1	$88K	Hold	336	–	–	0.02%	289
2018 Q4	$66K	Hold	336	–	–	0.02%	276
2018 Q3	$76K	Hold	336	–	–	0.02%	276
2018 Q2	$69K	Buy	+336	New	+$64.4K	0.02%	282

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return