Carret Asset 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 | $315K | Hold |
400
| – | – | 0.03% | 234 |
|
|
2025
Q1 | $246K | Hold |
400
| – | – | 0.03% | 246 |
|
|
2024
Q4 | $251K | Hold |
400
| – | – | 0.03% | 247 |
|
|
2024
Q3 | $248K | Hold |
400
| – | – | 0.03% | 253 |
|
|
2024
Q2 | $263K | Hold |
400
| – | – | 0.03% | 234 |
|
|
2024
Q1 | $260K | Sell |
400
-1
| -0.2% | -$650 | 0.03% | 237 |
|
|
2023
Q4 | $251K | Buy |
401
+1
| +0.3% | +$625 | 0.03% | 237 |
|
|
2023
Q3 | $204K | Buy |
+400
| New | +$204K | 0.03% | 250 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$257K | – | 298 |
|
|
2021
Q4 | $257K | Hold |
400
| – | – | 0.03% | 259 |
|
|
2021
Q3 | $216K | Sell |
400
-13
| -3% | -$7.02K | 0.03% | 272 |
|
|
2021
Q2 | $202K | Buy |
+413
| New | +$202K | 0.02% | 281 |
|