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Chesapeake Wealth Management’s Intuit INTU Stock Holding History

Chesapeake Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-318
Closed -$209K – 161
2024
Q2 		$209K Hold
318
– – 0.08% 154
2024
Q1 		$207K Sell
318
-19
-6% -$12.1K 0.08% 150
2023
Q4 		$211K Buy
+337
New +$186K 0.08% 148
2023
Q2 		– Sell
-599
Closed -$267K – 159
2023
Q1 		$267K Sell
599
-184
-23% -$75.5K 0.11% 136
2022
Q4 		$305K Sell
783
-40
-5% -$15.9K 0.13% 131
2022
Q3 		$319K Sell
823
-95
-10% -$41K 0.15% 126
2022
Q2 		$354K Sell
918
-15
-2% -$6.21K 0.15% 130
2022
Q1 		$449K Sell
933
-37
-4% -$18.9K 0.16% 123
2021
Q4 		$624K Buy
970
+3
+0.3% +$1.85K 0.21% 103
2021
Q3 		$522K Sell
967
-158
-14% -$85.2K 0.19% 117
2021
Q2 		$551K Sell
1,125
-40
-3% -$17.3K 0.18% 123
2021
Q1 		$446K Sell
1,165
-279
-19% -$107K 0.15% 139
2020
Q4 		$549K Sell
1,444
-112
-7% -$39.3K 0.19% 116
2020
Q3 		$508K Sell
1,556
-209
-12% -$65.4K 0.19% 114
2020
Q2 		$523K Sell
1,765
-270
-13% -$74.1K 0.21% 111
2020
Q1 		$468K Sell
2,035
-390
-16% -$106K 0.22% 103
2019
Q4 		$635K Sell
2,425
-2,295
-49% -$600K 0.24% 103
2019
Q3 		$1.25M Buy
4,720
+316
+7% +$86.9K 0.51% 55
2019
Q2 		$1.15M Buy
4,404
+426
+11% +$108K 0.48% 62
2019
Q1 		$1.04M Buy
3,978
+337
+9% +$77.9K 0.46% 64
2018
Q4 		$717K Buy
3,641
+653
+22% +$136K 0.36% 76
2018
Q3 		$679K Buy
+2,988
New +$642K 0.3% 85

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Chesapeake Wealth Management's INTU Position: Q3 2024 in Review

Chesapeake Wealth Management sold out of Intuit (INTU) in Q3 2024, closing a stake of 318 shares — an estimated $209K sold.

Chesapeake Wealth Management first reported a position in INTU in Q3 2018 and held it in 22 quarters. The position peaked at $1.25M in Q3 2019. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Chesapeake Wealth Management reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Chesapeake Wealth Management sold 318 Intuit shares in Q3 2024, an estimated $209K.
  • Chesapeake Wealth Management first reported a position in Intuit in Q3 2018 and held it in 22 quarters.
  • Chesapeake Wealth Management's Intuit position peaked at $1.25M in Q3 2019.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Chesapeake Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.