Chase Investment Counsel’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,410
| Closed | -$886K | – | 140 |
|
|
2024
Q4 | $886K | Hold |
1,410
| – | – | 0.28% | 76 |
|
|
2024
Q3 | $875K | Sell |
1,410
-190
| -12% | -$118K | 0.29% | 76 |
|
|
2024
Q2 | $1.05M | Sell |
1,600
-216
| -12% | -$142K | 0.37% | 66 |
|
|
2024
Q1 | $1.18M | Hold |
1,816
| – | – | 0.44% | 64 |
|
|
2023
Q4 | $1.14M | Buy |
1,816
+836
| +85% | +$523K | 0.5% | 54 |
|
|
2023
Q3 | $500K | Buy |
+980
| New | +$500K | 0.25% | 82 |
|