Capital Fund Management (CFM)’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.2M | Sell |
68,845
-1,492
| -2% | -$1.18M | 0.15% | 22 |
|
2025
Q1 | $43.2M | Sell |
70,337
-180
| -0.3% | -$111K | 0.12% | 35 |
|
2024
Q4 | $44.3M | Buy |
+70,517
| New | +$44.3M | 0.11% | 48 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 890 |
|
2024
Q2 | – | Sell |
-72,508
| Closed | -$47.1M | – | 854 |
|
2024
Q1 | $47.1M | Buy |
+72,508
| New | +$47.1M | 0.14% | 40 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 898 |
|
2023
Q3 | – | Sell |
-64,710
| Closed | -$29.6M | – | 809 |
|
2023
Q2 | $29.6M | Buy |
64,710
+38,110
| +143% | +$17.5M | 0.12% | 47 |
|
2023
Q1 | $11.9M | Buy |
26,600
+5,155
| +24% | +$2.3M | 0.06% | 117 |
|
2022
Q4 | $8.35M | Buy |
+21,445
| New | +$8.35M | 0.06% | 152 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 748 |
|
2022
Q2 | – | Sell |
-43,369
| Closed | -$20.9M | – | 763 |
|
2022
Q1 | $20.9M | Sell |
43,369
-42,791
| -50% | -$20.6M | 0.17% | 45 |
|
2021
Q4 | $55.4M | Buy |
86,160
+61,985
| +256% | +$39.9M | 0.4% | 4 |
|
2021
Q3 | $13M | Buy |
+24,175
| New | +$13M | 0.1% | 82 |
|
2021
Q1 | – | Sell |
-12,494
| Closed | -$4.75M | – | 702 |
|
2020
Q4 | $4.75M | Buy |
+12,494
| New | +$4.75M | 0.04% | 181 |
|
2020
Q3 | – | Sell |
-15,176
| Closed | -$4.49M | – | 715 |
|
2020
Q2 | $4.49M | Sell |
15,176
-76,274
| -83% | -$22.6M | 0.07% | 125 |
|
2020
Q1 | $21M | Sell |
91,450
-109,924
| -55% | -$25.3M | 0.33% | 28 |
|
2019
Q4 | $52.7M | Sell |
201,374
-97,578
| -33% | -$25.6M | 0.42% | 10 |
|
2019
Q3 | $79.5M | Buy |
298,952
+91,300
| +44% | +$24.3M | 0.72% | 5 |
|
2019
Q2 | $54.3M | Buy |
207,652
+181,400
| +691% | +$47.4M | 0.49% | 12 |
|
2019
Q1 | $6.86M | Sell |
26,252
-39,923
| -60% | -$10.4M | 0.06% | 181 |
|
2018
Q4 | $13M | Sell |
66,175
-165,778
| -71% | -$32.6M | 0.12% | 56 |
|
2018
Q3 | $52.7M | Buy |
231,953
+212,730
| +1,107% | +$48.4M | 0.29% | 14 |
|
2018
Q2 | $3.93M | Sell |
19,223
-121,638
| -86% | -$24.8M | 0.02% | 366 |
|
2018
Q1 | $24.4M | Sell |
140,861
-182,813
| -56% | -$31.7M | 0.15% | 68 |
|
2017
Q4 | $51.1M | Sell |
323,674
-103,400
| -24% | -$16.3M | 0.28% | 20 |
|
2017
Q3 | $60.7M | Sell |
427,074
-92,245
| -18% | -$13.1M | 0.44% | 12 |
|
2017
Q2 | $69M | Buy |
519,319
+27,641
| +6% | +$3.67M | 0.56% | 13 |
|
2017
Q1 | $57M | Buy |
491,678
+416,441
| +554% | +$48.3M | 0.48% | 13 |
|
2016
Q4 | $8.62M | Sell |
75,237
-321,869
| -81% | -$36.9M | 0.07% | 174 |
|
2016
Q3 | $43.7M | Sell |
397,106
-77,195
| -16% | -$8.49M | 0.4% | 29 |
|
2016
Q2 | $52.9M | Buy |
474,301
+393,788
| +489% | +$44M | 0.5% | 17 |
|
2016
Q1 | $8.37M | Sell |
80,513
-174,527
| -68% | -$18.2M | 0.08% | 166 |
|
2015
Q4 | $24.6M | Buy |
+255,040
| New | +$24.6M | 0.25% | 57 |
|
2015
Q3 | – | Sell |
-108,979
| Closed | -$11M | – | 773 |
|
2015
Q2 | $11M | Buy |
+108,979
| New | +$11M | 0.14% | 89 |
|
2015
Q1 | – | Hold |
0
| – | – | – | 809 |
|
2014
Q4 | – | Sell |
-19,661
| Closed | -$1.72M | – | 834 |
|
2014
Q3 | $1.72M | Buy |
19,661
+6,173
| +46% | +$541K | 0.02% | 312 |
|
2014
Q2 | $1.09M | Buy |
+13,488
| New | +$1.09M | 0.01% | 427 |
|
2014
Q1 | – | Hold |
0
| – | – | – | 925 |
|
2013
Q3 | – | Sell |
-78,990
| Closed | -$4.82M | – | 851 |
|
2013
Q2 | $4.82M | Buy |
+78,990
| New | +$4.82M | 0.07% | 280 |
|