Blue Whale Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-58,585
| Closed | -$26.8M | – | 18 |
|
|
2023
Q2 | $26.8M | Hold |
58,585
| – | – | 4.12% | 10 |
|
|
2023
Q1 | $26.1M | Sell |
58,585
-41,250
| -41% | -$18.4M | 4.32% | 9 |
|
|
2022
Q4 | $38.9M | Sell |
99,835
-24,750
| -20% | -$9.63M | 6.62% | 9 |
|
|
2022
Q3 | $48.3M | Buy |
124,585
+13,200
| +12% | +$5.11M | 8.63% | 4 |
|
|
2022
Q2 | $42.9M | Hold |
111,385
| – | – | 6.31% | 8 |
|
|
2022
Q1 | $53.6M | Sell |
111,385
-15,950
| -13% | -$7.67M | 5.15% | 10 |
|
|
2021
Q4 | $81.9M | Sell |
127,335
-7,550
| -6% | -$4.86M | 6.67% | 5 |
|
|
2021
Q3 | $72.8M | Buy |
134,885
+10,220
| +8% | +$5.51M | 6.91% | 5 |
|
|
2021
Q2 | $61.1M | Sell |
124,665
-700
| -0.6% | -$343K | 6.94% | 5 |
|
|
2021
Q1 | $48M | Sell |
125,365
-21,300
| -15% | -$8.16M | 6.34% | 7 |
|
|
2020
Q4 | $55.7M | Buy |
146,665
+49,730
| +51% | +$18.9M | 7.93% | 6 |
|
|
2020
Q3 | $31.6M | Buy |
96,935
+19,750
| +26% | +$6.44M | 6.11% | 9 |
|
|
2020
Q2 | $22.9M | Buy |
77,185
+19,600
| +34% | +$5.81M | 6.18% | 8 |
|
|
2020
Q1 | $13.3M | Buy |
57,585
+4,800
| +9% | +$1.1M | 5.85% | 9 |
|
|
2019
Q4 | $13.8M | Buy |
+52,785
| New | +$13.8M | 6.94% | 8 |
|