Clifford Swan Investment Counsel’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Sell |
43,636
-231
| -0.5% | -$182K | 1.21% | 20 |
|
|
2025
Q1 | $26.9M | Buy |
43,867
+20
| +0% | +$12.3K | 1% | 29 |
|
|
2024
Q4 | $27.6M | Sell |
43,847
-602
| -1% | -$378K | 0.99% | 26 |
|
|
2024
Q3 | $27.6M | Sell |
44,449
-597
| -1% | -$371K | 0.98% | 27 |
|
|
2024
Q2 | $29.6M | Sell |
45,046
-229
| -0.5% | -$151K | 1.11% | 20 |
|
|
2024
Q1 | $29.4M | Sell |
45,275
-725
| -2% | -$471K | 1.09% | 25 |
|
|
2023
Q4 | $28.8M | Sell |
46,000
-589
| -1% | -$368K | 1.12% | 21 |
|
|
2023
Q3 | $23.8M | Sell |
46,589
-2,651
| -5% | -$1.35M | 1% | 25 |
|
|
2023
Q2 | $22.6M | Buy |
49,240
+31
| +0.1% | +$14.2K | 0.91% | 33 |
|
|
2023
Q1 | $21.9M | Sell |
49,209
-242
| -0.5% | -$108K | 0.92% | 31 |
|
|
2022
Q4 | $19.2M | Buy |
49,451
+3,181
| +7% | +$1.24M | 0.84% | 38 |
|
|
2022
Q3 | $17.9M | Buy |
46,270
+1,698
| +4% | +$658K | 0.84% | 38 |
|
|
2022
Q2 | $17.2M | Sell |
44,572
-97
| -0.2% | -$37.4K | 0.74% | 43 |
|
|
2022
Q1 | $21.5M | Sell |
44,669
-244
| -0.5% | -$117K | 0.8% | 41 |
|
|
2021
Q4 | $28.9M | Sell |
44,913
-1,260
| -3% | -$810K | 1.01% | 29 |
|
|
2021
Q3 | $28.1M | Sell |
46,173
-4,057
| -8% | -$2.47M | 1.03% | 29 |
|
|
2021
Q2 | $26.9M | Sell |
50,230
-599
| -1% | -$321K | 1.02% | 29 |
|
|
2021
Q1 | $19.5M | Buy |
50,829
+1,497
| +3% | +$573K | 0.8% | 39 |
|
|
2020
Q4 | $18.7M | Sell |
49,332
-3,140
| -6% | -$1.19M | 0.82% | 38 |
|
|
2020
Q3 | $17.1M | Sell |
52,472
-3,125
| -6% | -$1.02M | 0.82% | 37 |
|
|
2020
Q2 | $16.5M | Sell |
55,597
-125
| -0.2% | -$37K | 0.85% | 37 |
|
|
2020
Q1 | $12.8M | Buy |
55,722
+800
| +1% | +$184K | 0.78% | 40 |
|
|
2019
Q4 | $14.4M | Sell |
54,922
-509
| -0.9% | -$133K | 0.7% | 48 |
|
|
2019
Q3 | $14.7M | Sell |
55,431
-375
| -0.7% | -$99.7K | 0.77% | 45 |
|
|
2019
Q2 | $14.6M | Sell |
55,806
-1,010
| -2% | -$264K | 0.77% | 43 |
|
|
2019
Q1 | $14.9M | Sell |
56,816
-2,366
| -4% | -$618K | 0.8% | 42 |
|
|
2018
Q4 | $11.7M | Sell |
59,182
-470
| -0.8% | -$92.5K | 0.71% | 49 |
|
|
2018
Q3 | $13.6M | Sell |
59,652
-955
| -2% | -$217K | 0.71% | 50 |
|
|
2018
Q2 | $12.4M | Sell |
60,607
-3,162
| -5% | -$646K | 0.69% | 52 |
|
|
2018
Q1 | $11.1M | Sell |
63,769
-2,635
| -4% | -$457K | 0.62% | 58 |
|
|
2017
Q4 | $10.5M | Sell |
66,404
-2,150
| -3% | -$339K | 0.57% | 62 |
|
|
2017
Q3 | $9.74M | Hold |
68,554
| – | – | 0.59% | 60 |
|
|
2017
Q2 | $9.11M | Sell |
68,554
-3,865
| -5% | -$513K | 0.57% | 62 |
|
|
2017
Q1 | $8.4M | Sell |
72,419
-889
| -1% | -$103K | 0.54% | 62 |
|
|
2016
Q4 | $8.4M | Sell |
73,308
-457
| -0.6% | -$52.4K | 0.56% | 60 |
|
|
2016
Q3 | $8.12M | Sell |
73,765
-431
| -0.6% | -$47.4K | 0.55% | 62 |
|
|
2016
Q2 | $8.28M | Sell |
74,196
-567
| -0.8% | -$63.3K | 0.57% | 62 |
|
|
2016
Q1 | $7.78M | Buy |
74,763
+3,765
| +5% | +$392K | 0.53% | 64 |
|
|
2015
Q4 | $6.85M | Buy |
70,998
+450
| +0.6% | +$43.4K | 0.47% | 69 |
|
|
2015
Q3 | $6.26M | Buy |
70,548
+16,307
| +30% | +$1.45M | 0.45% | 69 |
|
|
2015
Q2 | $5.47M | Sell |
54,241
-710
| -1% | -$71.5K | 0.37% | 71 |
|
|
2015
Q1 | $5.33M | Buy |
54,951
+793
| +1% | +$76.9K | 0.35% | 73 |
|
|
2014
Q4 | $4.99M | Buy |
54,158
+200
| +0.4% | +$18.4K | 0.33% | 73 |
|
|
2014
Q3 | $4.73M | Sell |
53,958
-500
| -0.9% | -$43.8K | 0.32% | 75 |
|
|
2014
Q2 | $4.39M | Buy |
54,458
+225
| +0.4% | +$18.1K | 0.3% | 78 |
|
|
2014
Q1 | $4.22M | Sell |
54,233
-6,000
| -10% | -$466K | 0.3% | 77 |
|
|
2013
Q4 | $4.6M | Buy |
60,233
+200
| +0.3% | +$15.3K | 0.33% | 75 |
|
|
2013
Q3 | $3.98M | Buy |
60,033
+140
| +0.2% | +$9.28K | 0.32% | 78 |
|
|
2013
Q2 | $3.66M | Buy |
+59,893
| New | +$3.66M | 0.31% | 79 |
|