Broadleaf Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,587
| Closed | -$6.23M | – | 77 |
|
|
2024
Q1 | $6.23M | Sell |
9,587
-5,337
| -36% | -$3.47M | 1.6% | 27 |
|
|
2023
Q4 | $9.33M | Sell |
14,924
-49
| -0.3% | -$30.6K | 2.73% | 12 |
|
|
2023
Q3 | $7.65M | Sell |
14,973
-133
| -0.9% | -$68K | 2.55% | 18 |
|
|
2023
Q2 | $6.92M | Buy |
15,106
+5,618
| +59% | +$2.57M | 2.26% | 23 |
|
|
2023
Q1 | $4.23M | Buy |
9,488
+179
| +2% | +$79.8K | 1.51% | 32 |
|
|
2022
Q4 | $3.62M | Sell |
9,309
-5,143
| -36% | -$2M | 1.43% | 32 |
|
|
2022
Q3 | $5.6M | Sell |
14,452
-32
| -0.2% | -$12.4K | 2.33% | 18 |
|
|
2022
Q2 | $5.58M | Buy |
14,484
+375
| +3% | +$145K | 2.33% | 19 |
|
|
2022
Q1 | $6.78M | Buy |
14,109
+44
| +0.3% | +$21.2K | 2.26% | 20 |
|
|
2021
Q4 | $9.05M | Buy |
14,065
+4,591
| +48% | +$2.95M | 2.78% | 12 |
|
|
2021
Q3 | $5.11M | Buy |
9,474
+485
| +5% | +$262K | 1.69% | 26 |
|
|
2021
Q2 | $4.41M | Sell |
8,989
-282
| -3% | -$138K | 1.53% | 27 |
|
|
2021
Q1 | $3.55M | Buy |
9,271
+357
| +4% | +$137K | 1.34% | 27 |
|
|
2020
Q4 | $3.39M | Sell |
8,914
-99
| -1% | -$37.6K | 1.34% | 28 |
|
|
2020
Q3 | $2.94M | Sell |
9,013
-7
| -0.1% | -$2.28K | 1.3% | 29 |
|
|
2020
Q2 | $2.67M | Buy |
9,020
+12
| +0.1% | +$3.56K | 1.31% | 26 |
|
|
2020
Q1 | $2.07M | Sell |
9,008
-135
| -1% | -$31.1K | 1.34% | 31 |
|
|
2019
Q4 | $2.4M | Sell |
9,143
-3,029
| -25% | -$793K | 1.31% | 33 |
|
|
2019
Q3 | $3.24M | Sell |
12,172
-2,476
| -17% | -$658K | 2.02% | 23 |
|
|
2019
Q2 | $3.83M | Buy |
14,648
+52
| +0.4% | +$13.6K | 2.45% | 17 |
|
|
2019
Q1 | $3.82M | Sell |
14,596
-141
| -1% | -$36.9K | 2.66% | 16 |
|
|
2018
Q4 | $2.9M | Buy |
14,737
+2,245
| +18% | +$442K | 2.32% | 22 |
|
|
2018
Q3 | $2.84M | Buy |
12,492
+3,280
| +36% | +$746K | 1.91% | 25 |
|
|
2018
Q2 | $1.88M | Sell |
9,212
-3,804
| -29% | -$777K | 1.38% | 32 |
|
|
2018
Q1 | $2.26M | Buy |
13,016
+89
| +0.7% | +$15.4K | 1.74% | 29 |
|
|
2017
Q4 | $2.04M | Buy |
+12,927
| New | +$2.04M | 1.69% | 29 |
|