Clear Harbor Asset Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-411	Closed	-$258K	–	429
2024 Q4	$258K	Hold	411	–	–	0.02%	329
2024 Q3	$255K	Sell	411 -3,951	-91%	-$2.52M	0.02%	313
2024 Q2	$2.87M	Sell	4,362 -150	-3%	-$93K	0.25%	87
2024 Q1	$2.93M	Sell	4,512 -330	-7%	-$211K	0.26%	85
2023 Q4	$3.03M	Buy	4,842 +18	+0.4%	+$9.93K	0.29%	77
2023 Q3	$2.46M	Sell	4,824 -210	-4%	-$106K	0.26%	85
2023 Q2	$2.31M	Buy	5,034 +2,005	+66%	+$878K	0.23%	91
2023 Q1	$1.35M	Buy	+3,029	New	+$1.24M	0.14%	130
2022 Q2	–	Sell	-483	Closed	-$232K	–	427
2022 Q1	$232K	Hold	483	–	–	0.03%	328
2021 Q4	$311K	Hold	483	–	–	0.03%	295
2021 Q3	$261K	Hold	483	–	–	0.03%	315
2021 Q2	$237K	Buy	+483	New	+$209K	0.03%	314
2020 Q4	–	Sell	-483	Closed	-$158K	–	509
2020 Q3	$158K	Buy	+483	New	+$151K	0.03%	271
2020 Q1	–	Sell	-483	Closed	-$127K	–	464
2019 Q4	$127K	Buy	+483	New	+$126K	0.02%	308