Bourgeon Capital 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 | $572K | Sell |
726
-542
| -43% | -$427K | 0.11% | 70 |
|
|
2025
Q1 | $779K | Buy |
1,268
+122
| +11% | +$74.9K | 0.17% | 65 |
|
|
2024
Q4 | $720K | Buy |
+1,146
| New | +$720K | 0.13% | 71 |
|
|
2024
Q1 | – | Sell |
-34
| Closed | -$21.3K | – | 231 |
|
|
2023
Q4 | $21.3K | Hold |
34
| – | – | ﹤0.01% | 205 |
|
|
2023
Q3 | $17.4K | Hold |
34
| – | – | ﹤0.01% | 204 |
|
|
2023
Q2 | $15.6K | Hold |
34
| – | – | ﹤0.01% | 226 |
|
|
2023
Q1 | $15.2K | Hold |
34
| – | – | ﹤0.01% | 207 |
|
|
2022
Q4 | $13.2K | Sell |
34
-12
| -26% | -$4.67K | ﹤0.01% | 227 |
|
|
2022
Q3 | $18K | Buy |
46
+12
| +35% | +$4.7K | 0.01% | 183 |
|
|
2022
Q2 | $13K | Hold |
34
| – | – | ﹤0.01% | 211 |
|
|
2022
Q1 | $16K | Hold |
34
| – | – | ﹤0.01% | 205 |
|
|
2021
Q4 | $22K | Sell |
34
-10
| -23% | -$6.47K | ﹤0.01% | 184 |
|
|
2021
Q3 | $24K | Hold |
44
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $22K | Hold |
44
| – | – | ﹤0.01% | 197 |
|
|
2021
Q1 | $17K | Hold |
44
| – | – | ﹤0.01% | 204 |
|
|
2020
Q4 | $17K | Hold |
44
| – | – | ﹤0.01% | 194 |
|
|
2020
Q3 | $14K | Hold |
44
| – | – | ﹤0.01% | 198 |
|
|
2020
Q2 | $13K | Hold |
44
| – | – | ﹤0.01% | 180 |
|
|
2020
Q1 | $10K | Hold |
44
| – | – | 0.01% | 184 |
|
|
2019
Q4 | $12K | Hold |
44
| – | – | 0.01% | 174 |
|
|
2019
Q3 | $12K | Buy |
+44
| New | +$12K | 0.01% | 176 |
|