Close 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 | $5.22M | Buy |
6,623
+3,335
| +101% | +$2.63M | 0.15% | 51 |
|
|
2025
Q1 | $2.02M | Buy |
3,288
+240
| +8% | +$147K | 0.06% | 66 |
|
|
2024
Q4 | $1.92M | Hold |
3,048
| – | – | 0.05% | 67 |
|
|
2024
Q3 | $1.89M | Buy |
3,048
+97
| +3% | +$60.2K | 0.06% | 65 |
|
|
2024
Q2 | $1.94M | Buy |
2,951
+419
| +17% | +$275K | 0.07% | 66 |
|
|
2024
Q1 | $1.65M | Buy |
2,532
+931
| +58% | +$605K | 0.06% | 65 |
|
|
2023
Q4 | $1M | Buy |
1,601
+1,139
| +247% | +$712K | 0.04% | 69 |
|
|
2023
Q3 | $236K | Buy |
462
+233
| +102% | +$119K | 0.01% | 108 |
|
|
2023
Q2 | $105K | Sell |
229
-20
| -8% | -$9.17K | ﹤0.01% | 129 |
|
|
2023
Q1 | $111K | Buy |
249
+204
| +453% | +$90.9K | 0.01% | 121 |
|
|
2022
Q4 | $18K | Hold |
45
| – | – | ﹤0.01% | 153 |
|
|
2022
Q3 | $17K | Buy |
45
+18
| +67% | +$6.8K | ﹤0.01% | 143 |
|
|
2022
Q2 | $10K | Sell |
27
-65
| -71% | -$24.1K | ﹤0.01% | 161 |
|
|
2022
Q1 | $59K | Hold |
92
| – | – | ﹤0.01% | 117 |
|
|
2021
Q4 | $59K | Hold |
92
| – | – | ﹤0.01% | 117 |
|
|
2021
Q3 | $50K | Buy |
+92
| New | +$50K | ﹤0.01% | 123 |
|