Chartwell Investment Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.39M | Sell |
13,511
-493
| -4% | -$306K | 0.29% | 112 |
|
|
2024
Q2 | $9.2M | Buy |
14,004
+28
| +0.2% | +$18.4K | 0.32% | 100 |
|
|
2024
Q1 | $9.08M | Sell |
13,976
-581
| -4% | -$378K | 0.31% | 106 |
|
|
2023
Q4 | $9.1M | Sell |
14,557
-118
| -0.8% | -$73.8K | 0.32% | 117 |
|
|
2023
Q3 | $7.5M | Sell |
14,675
-427
| -3% | -$218K | 0.29% | 128 |
|
|
2023
Q2 | $6.92M | Sell |
15,102
-15
| -0.1% | -$6.87K | 0.25% | 148 |
|
|
2023
Q1 | $6.74M | Buy |
15,117
+27
| +0.2% | +$12K | 0.26% | 144 |
|
|
2022
Q4 | $5.87M | Sell |
15,090
-33
| -0.2% | -$12.8K | 0.23% | 157 |
|
|
2022
Q3 | $5.86M | Sell |
15,123
-140
| -0.9% | -$54.2K | 0.25% | 148 |
|
|
2022
Q2 | $5.88M | Hold |
15,263
| – | – | 0.24% | 154 |
|
|
2022
Q1 | $7.34M | Sell |
15,263
-6
| -0% | -$2.89K | 0.24% | 149 |
|
|
2021
Q4 | $9.82M | Sell |
15,269
-2,963
| -16% | -$1.91M | 0.29% | 131 |
|
|
2021
Q3 | $9.84M | Hold |
18,232
| – | – | 0.31% | 126 |
|
|
2021
Q2 | $8.94M | Sell |
18,232
-18
| -0.1% | -$8.82K | 0.26% | 138 |
|
|
2021
Q1 | $6.99M | Sell |
18,250
-2,053
| -10% | -$786K | 0.21% | 169 |
|
|
2020
Q4 | $7.71M | Hold |
20,303
| – | – | 0.25% | 159 |
|
|
2020
Q3 | $6.62M | Buy |
20,303
+2,617
| +15% | +$854K | 0.24% | 155 |
|
|
2020
Q2 | $5.24M | Buy |
17,686
+3,225
| +22% | +$955K | 0.2% | 175 |
|
|
2020
Q1 | $3.33M | Sell |
14,461
-4,039
| -22% | -$929K | 0.16% | 196 |
|
|
2019
Q4 | $4.85M | Buy |
18,500
+1,698
| +10% | +$445K | 0.16% | 195 |
|
|
2019
Q3 | $4.47M | Sell |
16,802
-48
| -0.3% | -$12.8K | 0.15% | 212 |
|
|
2019
Q2 | $4.4M | Buy |
16,850
+1,466
| +10% | +$383K | 0.14% | 215 |
|
|
2019
Q1 | $4.02M | Sell |
15,384
-3,893
| -20% | -$1.02M | 0.13% | 232 |
|
|
2018
Q4 | $3.8M | Buy |
19,277
+2,288
| +13% | +$450K | 0.13% | 229 |
|
|
2018
Q3 | $3.86M | Buy |
16,989
+1,527
| +10% | +$347K | 0.11% | 265 |
|
|
2018
Q2 | $3.16M | Buy |
+15,462
| New | +$3.16M | 0.09% | 289 |
|