Chicago 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 | $751K | Buy |
954
+78
| +9% | +$61.4K | 0.11% | 171 |
|
2025
Q1 | $538K | Buy |
876
+14
| +2% | +$8.6K | 0.1% | 187 |
|
2024
Q4 | $542K | Sell |
862
-365
| -30% | -$229K | 0.1% | 190 |
|
2024
Q3 | $762K | Buy |
1,227
+47
| +4% | +$29.2K | 0.13% | 149 |
|
2024
Q2 | $776K | Buy |
1,180
+100
| +9% | +$65.7K | 0.16% | 127 |
|
2024
Q1 | $702K | Buy |
1,080
+54
| +5% | +$35.1K | 0.15% | 142 |
|
2023
Q4 | $641K | Sell |
1,026
-150
| -13% | -$93.8K | 0.14% | 151 |
|
2023
Q3 | $601K | Sell |
1,176
-10
| -0.8% | -$5.11K | 0.15% | 149 |
|
2023
Q2 | $543K | Sell |
1,186
-43
| -3% | -$19.7K | 0.13% | 159 |
|
2023
Q1 | $548K | Buy |
1,229
+48
| +4% | +$21.4K | 0.14% | 162 |
|
2022
Q4 | $460K | Buy |
1,181
+107
| +10% | +$41.7K | 0.11% | 179 |
|
2022
Q3 | $416K | Sell |
1,074
-15
| -1% | -$5.81K | 0.11% | 184 |
|
2022
Q2 | $420K | Sell |
1,089
-5
| -0.5% | -$1.93K | 0.11% | 183 |
|
2022
Q1 | $527K | Sell |
1,094
-87
| -7% | -$41.9K | 0.11% | 181 |
|
2021
Q4 | $759K | Sell |
1,181
-5
| -0.4% | -$3.21K | 0.15% | 157 |
|
2021
Q3 | $640K | Buy |
1,186
+183
| +18% | +$98.8K | 0.14% | 171 |
|
2021
Q2 | $491K | Buy |
+1,003
| New | +$491K | 0.12% | 182 |
|