BIP
Bouvel Investment Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Buy |
9,768
+85
| +0.9% | +$66.9K | 2.6% | 11 |
|
|
2025
Q1 | $6.01M | Sell |
9,683
-63
| -0.6% | -$39.1K | 2.26% | 10 |
|
|
2024
Q4 | $6.13M | Buy |
9,746
+63
| +0.7% | +$39.6K | 2.21% | 12 |
|
|
2024
Q3 | $6.01M | Buy |
9,683
+49
| +0.5% | +$30.4K | 2.26% | 10 |
|
|
2024
Q2 | $6.33M | Sell |
9,634
-34
| -0.4% | -$22.3K | 2.45% | 10 |
|
|
2024
Q1 | $6.28M | Sell |
9,668
-48
| -0.5% | -$31.2K | 2.71% | 7 |
|
|
2023
Q4 | $6.07M | Buy |
9,716
+256
| +3% | +$160K | 2.84% | 7 |
|
|
2023
Q3 | $4.83M | Buy |
9,460
+118
| +1% | +$60.3K | 2.61% | 9 |
|
|
2023
Q2 | $4.28M | Buy |
9,342
+225
| +2% | +$103K | 2.34% | 12 |
|
|
2023
Q1 | $4.06M | Sell |
9,117
-27
| -0.3% | -$12K | 2.37% | 10 |
|
|
2022
Q4 | $3.56M | Sell |
9,144
-32
| -0.3% | -$12.5K | 2.3% | 9 |
|
|
2022
Q3 | $3.55M | Buy |
9,176
+232
| +3% | +$89.9K | 2.37% | 10 |
|
|
2022
Q2 | $3.45M | Sell |
8,944
-19
| -0.2% | -$7.32K | 2.6% | 10 |
|
|
2022
Q1 | $4.31M | Buy |
8,963
+324
| +4% | +$156K | 2.63% | 9 |
|
|
2021
Q4 | $5.56M | Buy |
8,639
+66
| +0.8% | +$42.5K | 3.12% | 7 |
|
|
2021
Q3 | $4.63M | Buy |
8,573
+127
| +2% | +$68.5K | 2.61% | 9 |
|
|
2021
Q2 | $4.14M | Sell |
8,446
-4,379
| -34% | -$2.15M | 2.34% | 10 |
|
|
2021
Q1 | $4.91M | Buy |
12,825
+735
| +6% | +$282K | 3.15% | 3 |
|
|
2020
Q4 | $4.59M | Buy |
+12,090
| New | +$4.59M | 3.26% | 5 |
|