Cerity Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150M | Buy |
+191,066
| New | +$150M | 0.27% | 74 |
|
|
2025
Q1 | – | Sell |
-140,891
| Closed | -$88.4M | – | 2534 |
|
|
2024
Q4 | $88.4M | Sell |
140,891
-13,114
| -9% | -$8.22M | 0.19% | 109 |
|
|
2024
Q3 | $95.6M | Buy |
154,005
+22,884
| +17% | +$14.2M | 0.21% | 99 |
|
|
2024
Q2 | $86.2M | Sell |
131,121
-11,340
| -8% | -$7.45M | 0.23% | 93 |
|
|
2024
Q1 | $92.6M | Buy |
142,461
+21,578
| +18% | +$14M | 0.24% | 86 |
|
|
2023
Q4 | $75.6M | Buy |
120,883
+28,480
| +31% | +$17.8M | 0.25% | 93 |
|
|
2023
Q3 | $47.2M | Sell |
92,403
-25,273
| -21% | -$12.9M | 0.23% | 110 |
|
|
2023
Q2 | $53.9M | Buy |
117,676
+4,864
| +4% | +$2.23M | 0.21% | 111 |
|
|
2023
Q1 | $54.5M | Buy |
112,812
+13,357
| +13% | +$6.46M | 0.13% | 119 |
|
|
2022
Q4 | $38.9M | Buy |
99,455
+78,354
| +371% | +$30.7M | 0.25% | 89 |
|
|
2022
Q3 | $8.18M | Sell |
21,101
-551
| -3% | -$214K | 0.1% | 181 |
|
|
2022
Q2 | $8.35M | Buy |
21,652
+1,551
| +8% | +$598K | 0.09% | 189 |
|
|
2022
Q1 | $9.44M | Sell |
20,101
-708
| -3% | -$332K | 0.15% | 129 |
|
|
2021
Q4 | $13.4M | Buy |
20,809
+1,470
| +8% | +$946K | 0.2% | 97 |
|
|
2021
Q3 | $10.4M | Sell |
19,339
-182
| -0.9% | -$98.2K | 0.23% | 95 |
|
|
2021
Q2 | $9.57M | Sell |
19,521
-1,864
| -9% | -$914K | 0.21% | 98 |
|
|
2021
Q1 | $8.19M | Sell |
21,385
-10,154
| -32% | -$3.89M | 0.19% | 111 |
|
|
2020
Q4 | $12M | Buy |
31,539
+5,314
| +20% | +$2.02M | 0.38% | 55 |
|
|
2020
Q3 | $8.55M | Buy |
26,225
+16,840
| +179% | +$5.49M | 0.35% | 60 |
|
|
2020
Q2 | $2.78M | Sell |
9,385
-573
| -6% | -$170K | 0.15% | 115 |
|
|
2020
Q1 | $2.29M | Buy |
9,958
+1,022
| +11% | +$235K | 0.14% | 124 |
|
|
2019
Q4 | $2.34M | Sell |
8,936
-7,690
| -46% | -$2.01M | 0.12% | 146 |
|
|
2019
Q3 | $4.42M | Buy |
16,626
+4,060
| +32% | +$1.08M | 0.26% | 89 |
|
|
2019
Q2 | $3.28M | Sell |
12,566
-4,631
| -27% | -$1.21M | 0.21% | 114 |
|
|
2019
Q1 | $4.5M | Sell |
17,197
-6,150
| -26% | -$1.61M | 0.3% | 71 |
|
|
2018
Q4 | $4.6M | Buy |
23,347
+1,110
| +5% | +$219K | 0.31% | 72 |
|
|
2018
Q3 | $5.06M | Sell |
22,237
-1,929
| -8% | -$439K | 0.35% | 68 |
|
|
2018
Q2 | $4.94M | Sell |
24,166
-207
| -0.8% | -$42.3K | 0.36% | 62 |
|
|
2018
Q1 | $4.23M | Sell |
24,373
-1,122
| -4% | -$194K | 0.32% | 77 |
|
|
2017
Q4 | $4.02M | Sell |
25,495
-1,007
| -4% | -$159K | 0.27% | 88 |
|
|
2017
Q3 | $3.77M | Sell |
26,502
-10,028
| -27% | -$1.43M | 0.27% | 91 |
|
|
2017
Q2 | $4.21M | Buy |
36,530
+10,211
| +39% | +$1.18M | 0.35% | 65 |
|
|
2017
Q1 | $3.05M | Buy |
+26,319
| New | +$3.05M | 0.25% | 76 |
|