Calamos Wealth 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 | $2.87M | Buy |
3,639
+2,101
| +137% | +$1.65M | 0.12% | 100 |
|
|
2025
Q1 | $944K | Buy |
1,538
+115
| +8% | +$70.6K | 0.05% | 151 |
|
|
2024
Q4 | $894K | Sell |
1,423
-59
| -4% | -$37.1K | 0.04% | 147 |
|
|
2024
Q3 | $920K | Sell |
1,482
-10
| -0.7% | -$6.21K | 0.05% | 154 |
|
|
2024
Q2 | $981K | Sell |
1,492
-18,615
| -93% | -$12.2M | 0.05% | 140 |
|
|
2024
Q1 | $13.1M | Buy |
20,107
+307
| +2% | +$200K | 0.73% | 31 |
|
|
2023
Q4 | $12.4M | Sell |
19,800
-256
| -1% | -$160K | 0.78% | 33 |
|
|
2023
Q3 | $10.2M | Buy |
20,056
+4,865
| +32% | +$2.49M | 0.78% | 28 |
|
|
2023
Q2 | $6.96M | Sell |
15,191
-4,775
| -24% | -$2.19M | 0.51% | 55 |
|
|
2023
Q1 | $8.9M | Buy |
19,966
+3,700
| +23% | +$1.65M | 0.7% | 34 |
|
|
2022
Q4 | $6.33M | Buy |
16,266
+14,929
| +1,117% | +$5.81M | 0.49% | 56 |
|
|
2022
Q3 | $518K | Sell |
1,337
-77
| -5% | -$29.8K | 0.04% | 187 |
|
|
2022
Q2 | $545K | Sell |
1,414
-109
| -7% | -$42K | 0.05% | 192 |
|
|
2022
Q1 | $732K | Buy |
1,523
+166
| +12% | +$79.8K | 0.05% | 190 |
|
|
2021
Q4 | $873K | Buy |
+1,357
| New | +$873K | 0.06% | 171 |
|
|
2017
Q2 | – | Sell |
-8,256
| Closed | -$958K | – | 230 |
|
|
2017
Q1 | $958K | Sell |
8,256
-2,416
| -23% | -$280K | 0.14% | 146 |
|
|
2016
Q4 | $1.22M | Sell |
10,672
-353
| -3% | -$40.5K | 0.2% | 138 |
|
|
2016
Q3 | $1.21M | Buy |
11,025
+2,417
| +28% | +$266K | 0.21% | 138 |
|
|
2016
Q2 | $961K | Buy |
+8,608
| New | +$961K | 0.17% | 156 |
|