CYG
Clean Yield Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Hold |
3,286
| – | – | 0.77% | 46 |
|
|
2025
Q1 | $2.02M | Sell |
3,286
-183
| -5% | -$112K | 0.66% | 47 |
|
|
2024
Q4 | $2.18M | Hold |
3,469
| – | – | 0.69% | 45 |
|
|
2024
Q3 | $2.15M | Sell |
3,469
-98
| -3% | -$60.9K | 0.68% | 47 |
|
|
2024
Q2 | $2.34M | Hold |
3,567
| – | – | 0.88% | 34 |
|
|
2024
Q1 | $2.32M | Sell |
3,567
-100
| -3% | -$65K | 0.9% | 35 |
|
|
2023
Q4 | $2.29M | Sell |
3,667
-46
| -1% | -$28.8K | 0.97% | 33 |
|
|
2023
Q3 | $2.01M | Hold |
3,713
| – | – | 0.89% | 35 |
|
|
2023
Q2 | $1.7M | Sell |
3,713
-165
| -4% | -$75.6K | 0.7% | 44 |
|
|
2023
Q1 | $1.73M | Sell |
3,878
-350
| -8% | -$156K | 0.74% | 42 |
|
|
2022
Q4 | $1.65M | Sell |
4,228
-221
| -5% | -$86K | 0.71% | 42 |
|
|
2022
Q3 | $1.72M | Hold |
4,449
| – | – | 0.8% | 40 |
|
|
2022
Q2 | $1.72M | Sell |
4,449
-121
| -3% | -$46.6K | 0.71% | 43 |
|
|
2022
Q1 | $2.2M | Sell |
4,570
-722
| -14% | -$347K | 0.78% | 41 |
|
|
2021
Q4 | $3.4M | Sell |
5,292
-73
| -1% | -$47K | 1.09% | 30 |
|
|
2021
Q3 | $2.89M | Buy |
5,365
+110
| +2% | +$59.3K | 0.95% | 30 |
|
|
2021
Q2 | $2.58M | Sell |
5,255
-145
| -3% | -$71.1K | 0.88% | 34 |
|
|
2021
Q1 | $2.07M | Sell |
5,400
-1,523
| -22% | -$584K | 0.78% | 37 |
|
|
2020
Q4 | $2.63M | Sell |
6,923
-58
| -0.8% | -$22K | 0.95% | 30 |
|
|
2020
Q3 | $2.28M | Sell |
6,981
-84
| -1% | -$27.4K | 0.92% | 29 |
|
|
2020
Q2 | $2.09M | Sell |
7,065
-275
| -4% | -$81.5K | 0.9% | 32 |
|
|
2020
Q1 | $1.69M | Sell |
7,340
-3,290
| -31% | -$757K | 0.8% | 35 |
|
|
2019
Q4 | $2.78M | Buy |
10,630
+511
| +5% | +$134K | 0.87% | 35 |
|
|
2019
Q3 | $2.69M | Sell |
10,119
-1,151
| -10% | -$306K | 0.89% | 35 |
|
|
2019
Q2 | $2.95M | Sell |
11,270
-1,137
| -9% | -$297K | 1.06% | 32 |
|
|
2019
Q1 | $3.24M | Sell |
12,407
-4,575
| -27% | -$1.2M | 1.31% | 29 |
|
|
2018
Q4 | $3.34M | Sell |
16,982
-1,145
| -6% | -$225K | 1.46% | 23 |
|
|
2018
Q3 | $4.12M | Sell |
18,127
-1,250
| -6% | -$284K | 1.64% | 16 |
|
|
2018
Q2 | $3.96M | Sell |
19,377
-1,241
| -6% | -$254K | 1.64% | 16 |
|
|
2018
Q1 | $3.57M | Sell |
20,618
-4,959
| -19% | -$860K | 1.51% | 21 |
|
|
2017
Q4 | $4.04M | Sell |
25,577
-998
| -4% | -$157K | 1.6% | 19 |
|
|
2017
Q3 | $3.78M | Sell |
26,575
-1,930
| -7% | -$274K | 1.54% | 23 |
|
|
2017
Q2 | $3.79M | Sell |
28,505
-860
| -3% | -$114K | 1.58% | 19 |
|
|
2017
Q1 | $3.41M | Sell |
29,365
-855
| -3% | -$99.2K | 1.43% | 24 |
|
|
2016
Q4 | $3.46M | Sell |
30,220
-550
| -2% | -$63K | 1.56% | 20 |
|
|
2016
Q3 | $3.39M | Hold |
30,770
| – | – | 1.47% | 22 |
|
|
2016
Q2 | $3.43M | Sell |
30,770
-725
| -2% | -$80.9K | 1.47% | 23 |
|
|
2016
Q1 | $3.24M | Sell |
31,495
-975
| -3% | -$100K | 1.44% | 23 |
|
|
2015
Q4 | $3.01M | Sell |
32,470
-634
| -2% | -$58.7K | 1.48% | 24 |
|
|
2015
Q3 | $3.24M | Sell |
33,104
-1,335
| -4% | -$131K | 1.53% | 20 |
|
|
2015
Q2 | $3.47M | Sell |
34,439
-5,905
| -15% | -$595K | 1.59% | 18 |
|
|
2015
Q1 | $3.91M | Sell |
40,344
-1,245
| -3% | -$121K | 1.68% | 16 |
|
|
2014
Q4 | $3.83M | Sell |
41,589
-1,070
| -3% | -$98.6K | 1.72% | 18 |
|
|
2014
Q3 | $3.74M | Sell |
42,659
-1,473
| -3% | -$129K | 1.8% | 16 |
|
|
2014
Q2 | $3.55M | Hold |
44,132
| – | – | 1.76% | 15 |
|
|
2014
Q1 | $3.43M | Buy |
44,132
+750
| +2% | +$58.3K | 1.77% | 16 |
|
|
2013
Q4 | $3.31M | Sell |
43,382
-75
| -0.2% | -$5.72K | 1.77% | 15 |
|
|
2013
Q3 | $2.88M | Buy |
43,457
+350
| +0.8% | +$23.2K | 1.56% | 20 |
|
|
2013
Q2 | $2.63M | Buy |
+43,107
| New | +$2.63M | 1.5% | 22 |
|