Columbia 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 | $474K | Hold |
602
| – | – | 0.09% | 120 |
|
|
2025
Q1 | $370K | Hold |
602
| – | – | 0.07% | 131 |
|
|
2024
Q4 | $378K | Hold |
602
| – | – | 0.07% | 130 |
|
|
2024
Q3 | $374K | Hold |
602
| – | – | 0.07% | 144 |
|
|
2024
Q2 | $396K | Buy |
602
+2
| +0.3% | +$1.32K | 0.07% | 135 |
|
|
2024
Q1 | $375K | Hold |
600
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $375K | Hold |
600
| – | – | 0.08% | 133 |
|
|
2023
Q3 | $307K | Hold |
600
| – | – | 0.07% | 137 |
|
|
2023
Q2 | $275K | Hold |
600
| – | – | 0.06% | 146 |
|
|
2023
Q1 | $267K | Hold |
600
| – | – | 0.06% | 145 |
|
|
2022
Q4 | $234K | Hold |
600
| – | – | 0.06% | 150 |
|
|
2022
Q3 | $232K | Hold |
600
| – | – | 0.06% | 153 |
|
|
2022
Q2 | $231K | Buy |
+600
| New | +$231K | 0.06% | 156 |
|
|
2021
Q4 | $386K | Hold |
600
| – | – | 0.08% | 144 |
|
|
2021
Q3 | $324K | Hold |
600
| – | – | 0.07% | 151 |
|
|
2021
Q2 | $294K | Hold |
600
| – | – | 0.07% | 152 |
|
|
2021
Q1 | $230K | Hold |
600
| – | – | 0.04% | 172 |
|
|
2020
Q4 | $228K | Buy |
+600
| New | +$228K | 0.05% | 163 |
|
|
2019
Q2 | – | Sell |
-600
| Closed | -$157K | – | 188 |
|
|
2019
Q1 | $157K | Hold |
600
| – | – | 0.04% | 183 |
|
|
2018
Q4 | $118K | Hold |
600
| – | – | 0.04% | 194 |
|
|
2018
Q3 | $136K | Buy |
+600
| New | +$136K | 0.04% | 202 |
|