Claret Asset Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
341
-33
| -9% | -$26K | 0.03% | 152 |
|
|
2025
Q1 | $230K | Sell |
374
-2
| -0.5% | -$1.23K | 0.03% | 224 |
|
|
2024
Q4 | $236K | Sell |
376
-38
| -9% | -$23.9K | 0.04% | 207 |
|
|
2024
Q3 | $257K | Buy |
414
+2
| +0.5% | +$1.24K | 0.04% | 144 |
|
|
2024
Q2 | $271K | Buy |
412
+27
| +7% | +$17.8K | 0.05% | 123 |
|
|
2024
Q1 | $250K | Sell |
385
-3
| -0.8% | -$1.95K | 0.04% | 136 |
|
|
2023
Q4 | $243K | Buy |
+388
| New | +$243K | 0.04% | 125 |
|