Charles Schwab’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48B | Buy |
1,880,661
+39,071
| +2% | +$30.8M | 0.26% | 67 |
|
|
2025
Q1 | $1.13B | Buy |
1,841,590
+82,419
| +5% | +$50.6M | 0.21% | 79 |
|
|
2024
Q4 | $1.11B | Buy |
1,759,171
+70,726
| +4% | +$44.5M | 0.2% | 80 |
|
|
2024
Q3 | $1.05B | Buy |
1,688,445
+26,914
| +2% | +$16.7M | 0.2% | 83 |
|
|
2024
Q2 | $1.09B | Buy |
1,661,531
+48,371
| +3% | +$31.8M | 0.21% | 82 |
|
|
2024
Q1 | $1.05B | Buy |
1,613,160
+41,558
| +3% | +$27M | 0.24% | 72 |
|
|
2023
Q4 | $982M | Buy |
1,571,602
+44,332
| +3% | +$27.7M | 0.25% | 71 |
|
|
2023
Q3 | $780M | Buy |
1,527,270
+11,501
| +0.8% | +$5.88M | 0.22% | 78 |
|
|
2023
Q2 | $695M | Buy |
1,515,769
+7,965
| +0.5% | +$3.65M | 0.2% | 90 |
|
|
2023
Q1 | $672M | Buy |
1,507,804
+17,517
| +1% | +$7.81M | 0.2% | 90 |
|
|
2022
Q4 | $580M | Buy |
1,490,287
+37,762
| +3% | +$14.7M | 0.19% | 108 |
|
|
2022
Q3 | $563M | Buy |
1,452,525
+17,922
| +1% | +$6.94M | 0.2% | 95 |
|
|
2022
Q2 | $553M | Buy |
1,434,603
+18,098
| +1% | +$6.98M | 0.19% | 95 |
|
|
2022
Q1 | $681M | Buy |
1,416,505
+28,261
| +2% | +$13.6M | 0.2% | 89 |
|
|
2021
Q4 | $893M | Buy |
1,388,244
+76,737
| +6% | +$49.4M | 0.26% | 71 |
|
|
2021
Q3 | $708M | Buy |
1,311,507
+18,170
| +1% | +$9.8M | 0.23% | 75 |
|
|
2021
Q2 | $634M | Buy |
1,293,337
+20,837
| +2% | +$10.2M | 0.21% | 88 |
|
|
2021
Q1 | $487M | Buy |
1,272,500
+19,848
| +2% | +$7.6M | 0.18% | 101 |
|
|
2020
Q4 | $476M | Buy |
1,252,652
+65,037
| +5% | +$24.7M | 0.19% | 101 |
|
|
2020
Q3 | $387M | Buy |
1,187,615
+27,895
| +2% | +$9.1M | 0.18% | 110 |
|
|
2020
Q2 | $343M | Buy |
1,159,720
+432
| +0% | +$128K | 0.17% | 119 |
|
|
2020
Q1 | $267M | Buy |
1,159,288
+27,088
| +2% | +$6.23M | 0.16% | 130 |
|
|
2019
Q4 | $297M | Sell |
1,132,200
-25,016
| -2% | -$6.55M | 0.16% | 116 |
|
|
2019
Q3 | $308M | Sell |
1,157,216
-34,466
| -3% | -$9.17M | 0.18% | 105 |
|
|
2019
Q2 | $311M | Buy |
1,191,682
+64,013
| +6% | +$16.7M | 0.19% | 98 |
|
|
2019
Q1 | $295M | Buy |
1,127,669
+22,899
| +2% | +$5.99M | 0.19% | 98 |
|
|
2018
Q4 | $217M | Sell |
1,104,770
-39,251
| -3% | -$7.73M | 0.17% | 107 |
|
|
2018
Q3 | $260M | Buy |
1,144,021
+19,644
| +2% | +$4.47M | 0.17% | 102 |
|
|
2018
Q2 | $230M | Buy |
1,124,377
+70,642
| +7% | +$14.4M | 0.17% | 107 |
|
|
2018
Q1 | $183M | Buy |
1,053,735
+41,499
| +4% | +$7.19M | 0.14% | 138 |
|
|
2017
Q4 | $160M | Sell |
1,012,236
-61,664
| -6% | -$9.73M | 0.13% | 151 |
|
|
2017
Q3 | $153M | Buy |
1,073,900
+217,289
| +25% | +$30.9M | 0.13% | 143 |
|
|
2017
Q2 | $114M | Buy |
856,611
+85,812
| +11% | +$11.4M | 0.11% | 187 |
|
|
2017
Q1 | $89.4M | Buy |
770,799
+23,467
| +3% | +$2.72M | 0.09% | 213 |
|
|
2016
Q4 | $85.7M | Buy |
747,332
+32,878
| +5% | +$3.77M | 0.09% | 206 |
|
|
2016
Q3 | $78.6M | Sell |
714,454
-13,872
| -2% | -$1.53M | 0.09% | 219 |
|
|
2016
Q2 | $81.3M | Buy |
728,326
+10,696
| +1% | +$1.19M | 0.1% | 196 |
|
|
2016
Q1 | $74.6M | Sell |
717,630
-4,002
| -0.6% | -$416K | 0.1% | 194 |
|
|
2015
Q4 | $69.6M | Sell |
721,632
-1,182
| -0.2% | -$114K | 0.09% | 204 |
|
|
2015
Q3 | $64.2M | Buy |
722,814
+5,943
| +0.8% | +$527K | 0.09% | 201 |
|
|
2015
Q2 | $72.2M | Buy |
716,871
+19,756
| +3% | +$1.99M | 0.1% | 196 |
|
|
2015
Q1 | $67.6M | Sell |
697,115
-141,824
| -17% | -$13.8M | 0.1% | 211 |
|
|
2014
Q4 | $77.3M | Buy |
838,939
+11,242
| +1% | +$1.04M | 0.12% | 182 |
|
|
2014
Q3 | $72.5M | Buy |
827,697
+184,387
| +29% | +$16.2M | 0.12% | 171 |
|
|
2014
Q2 | $51.8M | Buy |
643,310
+24,331
| +4% | +$1.96M | 0.09% | 226 |
|
|
2014
Q1 | $48.1M | Buy |
618,979
+14,074
| +2% | +$1.09M | 0.09% | 226 |
|
|
2013
Q4 | $46.2M | Buy |
604,905
+12,600
| +2% | +$962K | 0.09% | 221 |
|
|
2013
Q3 | $39.4M | Buy |
592,305
+55,028
| +10% | +$3.66M | 0.08% | 239 |
|
|
2013
Q2 | $33.9M | Buy |
+537,277
| New | +$33.9M | 0.08% | 250 |
|