Buckingham Strategic Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.51M | Sell |
5,346
-112
| -2% | -$69.5K | 0.04% | 177 |
|
|
2024
Q1 | $3.55M | Buy |
5,458
+199
| +4% | +$127K | 0.04% | 178 |
|
|
2023
Q4 | $3.29M | Sell |
5,259
-57
| -1% | -$31.4K | 0.04% | 178 |
|
|
2023
Q3 | $2.72M | Buy |
5,316
+1,342
| +34% | +$679K | 0.04% | 185 |
|
|
2023
Q2 | $1.82M | Buy |
3,974
+248
| +7% | +$109K | 0.03% | 223 |
|
|
2023
Q1 | $1.45M | Hold |
3,726
| – | – | 0.03% | 221 |
|
|
2022
Q4 | $1.45M | Sell |
3,726
-234
| -6% | -$92.8K | 0.03% | 222 |
|
|
2022
Q3 | $1.53M | Buy |
3,960
+15
| +0.4% | +$6.48K | 0.03% | 203 |
|
|
2022
Q2 | $1.52M | Buy |
3,945
+6
| +0.2% | +$2.48K | 0.03% | 207 |
|
|
2022
Q1 | $1.89M | Sell |
3,939
-80
| -2% | -$41K | 0.04% | 184 |
|
|
2021
Q4 | $2.58M | Sell |
4,019
-43
| -1% | -$26.5K | 0.05% | 157 |
|
|
2021
Q3 | $2.19M | Sell |
4,062
-94
| -2% | -$50.7K | 0.04% | 165 |
|
|
2021
Q2 | $2.04M | Sell |
4,156
-338
| -8% | -$147K | 0.05% | 170 |
|
|
2021
Q1 | $1.72M | Sell |
4,494
-205
| -4% | -$78.9K | 0.08% | 164 |
|
|
2020
Q4 | $1.78M | Buy |
4,699
+3,266
| +228% | +$1.15M | 0.09% | 157 |
|
|
2020
Q3 | $467K | Sell |
1,433
-1
| -0.1% | -$313 | 0.04% | 271 |
|
|
2020
Q2 | $425K | Buy |
1,434
+421
| +42% | +$115K | 0.04% | 248 |
|
|
2020
Q1 | $233K | Buy |
1,013
+2
| +0.2% | +$542 | 0.02% | 398 |
|
|
2019
Q4 | $265K | Buy |
1,011
+105
| +12% | +$27.5K | 0.03% | 383 |
|
|
2019
Q3 | $241K | Sell |
906
-25
| -3% | -$6.88K | 0.03% | 366 |
|
|
2019
Q2 | $243K | Buy |
931
+73
| +9% | +$18.6K | 0.03% | 381 |
|
|
2019
Q1 | $224K | Buy |
+858
| New | +$198K | 0.03% | 367 |
|
|
2018
Q2 | – | Sell |
-1,656
| Closed | -$287K | – | 368 |
|
|
2018
Q1 | $287K | Sell |
1,656
-25
| -1% | -$4.21K | 0.06% | 249 |
|
|
2017
Q4 | $265K | Sell |
1,681
-75
| -4% | -$11.4K | 0.06% | 259 |
|
|
2017
Q3 | $250K | Buy |
1,756
+25
| +1% | +$3.45K | 0.06% | 245 |
|
|
2017
Q2 | $230K | Buy |
+1,731
| New | +$224K | 0.05% | 261 |
|
|
2016
Q4 | – | Sell |
-3,637
| Closed | -$400K | – | 235 |
|
|
2016
Q3 | $400K | Sell |
3,637
-529
| -13% | -$59.2K | 0.14% | 125 |
|
|
2016
Q2 | $465K | Sell |
4,166
-471
| -10% | -$49.3K | 0.16% | 116 |
|
|
2016
Q1 | $482K | Sell |
4,637
-11
| -0.2% | -$1.06K | 0.16% | 112 |
|
|
2015
Q4 | $449K | Hold |
4,648
| – | – | 0.15% | 109 |
|
|
2015
Q3 | $413K | Buy |
4,648
+419
| +10% | +$40.7K | 0.15% | 109 |
|
|
2015
Q2 | $426K | Buy |
4,229
+795
| +23% | +$81.1K | 0.14% | 117 |
|
|
2015
Q1 | $333K | Hold |
3,434
| – | – | 0.13% | 132 |
|
|
2014
Q4 | $317K | Buy |
3,434
+920
| +37% | +$81.8K | 0.12% | 124 |
|
|
2014
Q3 | $220K | Sell |
2,514
-244
| -9% | -$20.3K | 0.09% | 155 |
|
|
2014
Q2 | $222K | Sell |
2,758
-1
| -0% | -$77 | 0.1% | 154 |
|
|
2014
Q1 | $214K | Sell |
2,759
-42
| -1% | -$3.21K | 0.1% | 136 |
|
|
2013
Q4 | $214K | Buy |
+2,801
| New | +$201K | 0.1% | 141 |
|
Other funds holding INTU
Buckingham Strategic Wealth's INTU Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Intuit (INTU) stake by 2.1% in Q2 2024, selling an estimated $69.5K and leaving 5,346 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #177.
Buckingham Strategic Wealth first reported a position in INTU in Q4 2013 and has held it in 38 quarters since. The position peaked at $3.55M in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.
- Buckingham Strategic Wealth held 5,346 shares of Intuit worth $3.51M as of Q2 2024.
- Buckingham Strategic Wealth sold 112 Intuit shares in Q2 2024, an estimated $69.5K.
- Intuit made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #177 holding.
- Buckingham Strategic Wealth first reported a position in Intuit in Q4 2013 and has held it in 38 quarters since.
- Buckingham Strategic Wealth's Intuit position peaked at $3.55M in Q1 2024.
- 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.