Chevy Chase Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116M | Buy |
147,828
+832
| +0.6% | +$655K | 0.34% | 53 |
|
|
2025
Q1 | $90.3M | Sell |
146,996
-451
| -0.3% | -$277K | 0.29% | 66 |
|
|
2024
Q4 | $92.7M | Sell |
147,447
-2,800
| -2% | -$1.76M | 0.28% | 61 |
|
|
2024
Q3 | $93.3M | Sell |
150,247
-2,967
| -2% | -$1.84M | 0.29% | 72 |
|
|
2024
Q2 | $101M | Sell |
153,214
-2,411
| -2% | -$1.58M | 0.32% | 60 |
|
|
2024
Q1 | $101M | Sell |
155,625
-1,281
| -0.8% | -$833K | 0.33% | 62 |
|
|
2023
Q4 | $98.1M | Sell |
156,906
-892
| -0.6% | -$558K | 0.35% | 60 |
|
|
2023
Q3 | $80.6M | Sell |
157,798
-3,944
| -2% | -$2.02M | 0.32% | 69 |
|
|
2023
Q2 | $74.1M | Sell |
161,742
-1,859
| -1% | -$852K | 0.28% | 79 |
|
|
2023
Q1 | $72.9M | Buy |
163,601
+753
| +0.5% | +$336K | 0.29% | 82 |
|
|
2022
Q4 | $63.4M | Sell |
162,848
-10,270
| -6% | -$4M | 0.27% | 93 |
|
|
2022
Q3 | $67.1M | Buy |
173,118
+1,443
| +0.8% | +$559K | 0.29% | 80 |
|
|
2022
Q2 | $66.2M | Buy |
171,675
+581
| +0.3% | +$224K | 0.27% | 85 |
|
|
2022
Q1 | $82.3M | Sell |
171,094
-46
| -0% | -$22.1K | 0.28% | 84 |
|
|
2021
Q4 | $110M | Buy |
171,140
+2,041
| +1% | +$1.31M | 0.35% | 64 |
|
|
2021
Q3 | $91.2M | Sell |
169,099
-6,365
| -4% | -$3.43M | 0.32% | 75 |
|
|
2021
Q2 | $86M | Sell |
175,464
-9,874
| -5% | -$4.84M | 0.29% | 84 |
|
|
2021
Q1 | $71M | Sell |
185,338
-5,286
| -3% | -$2.02M | 0.25% | 96 |
|
|
2020
Q4 | $72.4M | Sell |
190,624
-5,030
| -3% | -$1.91M | 0.26% | 91 |
|
|
2020
Q3 | $63.8M | Sell |
195,654
-16,112
| -8% | -$5.26M | 0.25% | 91 |
|
|
2020
Q2 | $62.7M | Sell |
211,766
-11,394
| -5% | -$3.37M | 0.25% | 90 |
|
|
2020
Q1 | $51.3M | Buy |
223,160
+3,684
| +2% | +$847K | 0.24% | 93 |
|
|
2019
Q4 | $57.5M | Buy |
219,476
+304
| +0.1% | +$79.6K | 0.22% | 104 |
|
|
2019
Q3 | $58.3M | Buy |
219,172
+757
| +0.3% | +$201K | 0.24% | 99 |
|
|
2019
Q2 | $57.1M | Buy |
218,415
+363
| +0.2% | +$94.9K | 0.24% | 98 |
|
|
2019
Q1 | $54.8M | Buy |
218,052
+2,307
| +1% | +$580K | 0.23% | 103 |
|
|
2018
Q4 | $42.5M | Buy |
215,745
+1,276
| +0.6% | +$251K | 0.21% | 112 |
|
|
2018
Q3 | $48.8M | Buy |
214,469
+7,291
| +4% | +$1.66M | 0.2% | 114 |
|
|
2018
Q2 | $42.3M | Sell |
207,178
-574
| -0.3% | -$117K | 0.18% | 128 |
|
|
2018
Q1 | $36M | Sell |
207,752
-5,551
| -3% | -$962K | 0.16% | 151 |
|
|
2017
Q4 | $33.7M | Sell |
213,303
-1,561
| -0.7% | -$246K | 0.14% | 164 |
|
|
2017
Q3 | $30.5M | Buy |
214,864
+2,599
| +1% | +$369K | 0.14% | 172 |
|
|
2017
Q2 | $28.2M | Buy |
212,265
+29
| +0% | +$3.85K | 0.13% | 177 |
|
|
2017
Q1 | $24.6M | Buy |
212,236
+5,508
| +3% | +$639K | 0.12% | 197 |
|
|
2016
Q4 | $23.7M | Sell |
206,728
-701
| -0.3% | -$80.3K | 0.13% | 190 |
|
|
2016
Q3 | $22.8M | Sell |
207,429
-14,400
| -6% | -$1.58M | 0.12% | 192 |
|
|
2016
Q2 | $24.8M | Buy |
221,829
+1,429
| +0.6% | +$159K | 0.14% | 172 |
|
|
2016
Q1 | $22.9M | Sell |
220,400
-921
| -0.4% | -$95.8K | 0.13% | 182 |
|
|
2015
Q4 | $21.4M | Sell |
221,321
-9,421
| -4% | -$909K | 0.13% | 192 |
|
|
2015
Q3 | $20.5M | Buy |
230,742
+9,193
| +4% | +$816K | 0.13% | 190 |
|
|
2015
Q2 | $22.3M | Buy |
221,549
+2,123
| +1% | +$214K | 0.13% | 182 |
|
|
2015
Q1 | $21.3M | Buy |
219,426
+1,098
| +0.5% | +$106K | 0.13% | 197 |
|
|
2014
Q4 | $20.1M | Sell |
218,328
-772
| -0.4% | -$71.2K | 0.13% | 191 |
|
|
2014
Q3 | $19.2M | Buy |
219,100
+13,219
| +6% | +$1.16M | 0.12% | 196 |
|
|
2014
Q2 | $16.6M | Sell |
205,881
-3,724
| -2% | -$300K | 0.12% | 202 |
|
|
2014
Q1 | $16.3M | Sell |
209,605
-977
| -0.5% | -$75.9K | 0.12% | 202 |
|
|
2013
Q4 | $16.1M | Sell |
210,582
-6,420
| -3% | -$490K | 0.12% | 198 |
|
|
2013
Q3 | $14.4M | Buy |
217,002
+17,851
| +9% | +$1.18M | 0.12% | 199 |
|
|
2013
Q2 | $12.2M | Buy |
+199,151
| New | +$12.2M | 0.11% | 219 |
|