Clear Harbor 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
Q1 | – | Sell |
-411
| Closed | -$258K | – | 414 |
|
|
2024
Q4 | $258K | Hold |
411
| – | – | 0.02% | 319 |
|
|
2024
Q3 | $255K | Sell |
411
-3,951
| -91% | -$2.45M | 0.02% | 305 |
|
|
2024
Q2 | $2.87M | Sell |
4,362
-150
| -3% | -$98.6K | 0.25% | 85 |
|
|
2024
Q1 | $2.93M | Sell |
4,512
-330
| -7% | -$215K | 0.26% | 85 |
|
|
2023
Q4 | $3.03M | Buy |
4,842
+18
| +0.4% | +$11.3K | 0.28% | 75 |
|
|
2023
Q3 | $2.46M | Sell |
4,824
-210
| -4% | -$107K | 0.26% | 85 |
|
|
2023
Q2 | $2.31M | Buy |
5,034
+2,005
| +66% | +$919K | 0.23% | 91 |
|
|
2023
Q1 | $1.35M | Buy |
+3,029
| New | +$1.35M | 0.14% | 130 |
|
|
2022
Q2 | – | Sell |
-483
| Closed | -$232K | – | 411 |
|
|
2022
Q1 | $232K | Hold |
483
| – | – | 0.03% | 320 |
|
|
2021
Q4 | $311K | Hold |
483
| – | – | 0.03% | 288 |
|
|
2021
Q3 | $261K | Hold |
483
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $237K | Buy |
+483
| New | +$237K | 0.03% | 306 |
|
|
2020
Q4 | – | Sell |
-483
| Closed | -$158K | – | 499 |
|
|
2020
Q3 | $158K | Buy |
+483
| New | +$158K | 0.03% | 271 |
|
|
2020
Q1 | – | Sell |
-483
| Closed | -$127K | – | 453 |
|
|
2019
Q4 | $127K | Buy |
+483
| New | +$127K | 0.02% | 307 |
|