Brown, Lisle/Cummings’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
418
+1
| +0.2% | +$788 | 0.09% | 179 |
|
|
2025
Q1 | $256K | Buy |
417
+7
| +2% | +$4.3K | 0.07% | 186 |
|
|
2024
Q4 | $258K | Hold |
410
| – | – | 0.08% | 186 |
|
|
2024
Q3 | $255K | Hold |
410
| – | – | 0.08% | 186 |
|
|
2024
Q2 | $269K | Hold |
410
| – | – | 0.09% | 179 |
|
|
2024
Q1 | $267K | Hold |
410
| – | – | 0.09% | 177 |
|
|
2023
Q4 | $256K | Buy |
410
+10
| +3% | +$6.25K | 0.1% | 176 |
|
|
2023
Q3 | $204K | Hold |
400
| – | – | 0.09% | 179 |
|
|
2023
Q2 | $183K | Hold |
400
| – | – | 0.08% | 188 |
|
|
2023
Q1 | $178K | Buy |
400
+125
| +45% | +$55.7K | 0.09% | 180 |
|
|
2022
Q4 | $107K | Hold |
275
| – | – | 0.06% | 204 |
|
|
2022
Q3 | $107K | Buy |
275
+250
| +1,000% | +$96.8K | 0.06% | 202 |
|
|
2022
Q2 | $9.64K | Buy |
+25
| New | +$9.64K | 0.01% | 363 |
|