Conestoga Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $610K | Sell |
775
-5
| -0.6% | -$3.94K | 0.01% | 101 |
|
2025
Q1 | $479K | Buy |
780
+15
| +2% | +$9.21K | 0.01% | 107 |
|
2024
Q4 | $481K | Hold |
765
| – | – | 0.01% | 109 |
|
2024
Q3 | $475K | Sell |
765
-150
| -16% | -$93.2K | 0.01% | 109 |
|
2024
Q2 | $601K | Sell |
915
-405
| -31% | -$266K | 0.01% | 108 |
|
2024
Q1 | $858K | Sell |
1,320
-40
| -3% | -$26K | 0.01% | 101 |
|
2023
Q4 | $850K | Sell |
1,360
-10
| -0.7% | -$6.25K | 0.01% | 102 |
|
2023
Q3 | $700K | Sell |
1,370
-10
| -0.7% | -$5.11K | 0.01% | 102 |
|
2023
Q2 | $632K | Hold |
1,380
| – | – | 0.01% | 100 |
|
2023
Q1 | $615K | Buy |
1,380
+40
| +3% | +$17.8K | 0.01% | 105 |
|
2022
Q4 | $522K | Sell |
1,340
-40
| -3% | -$15.6K | 0.01% | 109 |
|
2022
Q3 | $535K | Sell |
1,380
-20
| -1% | -$7.75K | 0.01% | 109 |
|
2022
Q2 | $540K | Hold |
1,400
| – | – | 0.01% | 112 |
|
2022
Q1 | $673K | Sell |
1,400
-115
| -8% | -$55.3K | 0.01% | 112 |
|
2021
Q4 | $974K | Sell |
1,515
-75
| -5% | -$48.2K | 0.01% | 105 |
|
2021
Q3 | $858K | Hold |
1,590
| – | – | 0.01% | 108 |
|
2021
Q2 | $779K | Sell |
1,590
-15
| -0.9% | -$7.35K | 0.01% | 106 |
|
2021
Q1 | $615K | Sell |
1,605
-65
| -4% | -$24.9K | 0.01% | 108 |
|
2020
Q4 | $634K | Sell |
1,670
-135
| -7% | -$51.3K | 0.01% | 114 |
|
2020
Q3 | $589K | Hold |
1,805
| – | – | 0.01% | 114 |
|
2020
Q2 | $535K | Sell |
1,805
-20
| -1% | -$5.93K | 0.01% | 118 |
|
2020
Q1 | $420K | Sell |
1,825
-40
| -2% | -$9.21K | 0.01% | 108 |
|
2019
Q4 | $488K | Sell |
1,865
-75
| -4% | -$19.6K | 0.01% | 114 |
|
2019
Q3 | $516K | Sell |
1,940
-175
| -8% | -$46.5K | 0.01% | 93 |
|
2019
Q2 | $553K | Hold |
2,115
| – | – | 0.01% | 94 |
|
2019
Q1 | $553K | Sell |
2,115
-25
| -1% | -$6.54K | 0.02% | 90 |
|
2018
Q4 | $421K | Sell |
2,140
-60
| -3% | -$11.8K | 0.01% | 99 |
|
2018
Q3 | $500K | Hold |
2,200
| – | – | 0.01% | 96 |
|
2018
Q2 | $449K | Sell |
2,200
-120
| -5% | -$24.5K | 0.01% | 99 |
|
2018
Q1 | $402K | Sell |
2,320
-160
| -6% | -$27.7K | 0.02% | 100 |
|
2017
Q4 | $391K | Hold |
2,480
| – | – | 0.02% | 100 |
|
2017
Q3 | $353K | Hold |
2,480
| – | – | 0.02% | 100 |
|
2017
Q2 | $329K | Hold |
2,480
| – | – | 0.02% | 96 |
|
2017
Q1 | $288K | Sell |
2,480
-435
| -15% | -$50.5K | 0.02% | 100 |
|
2016
Q4 | $334K | Hold |
2,915
| – | – | 0.02% | 92 |
|
2016
Q3 | $321K | Sell |
2,915
-25
| -0.9% | -$2.75K | 0.02% | 92 |
|
2016
Q2 | $328K | Sell |
2,940
-30
| -1% | -$3.35K | 0.02% | 89 |
|
2016
Q1 | $309K | Hold |
2,970
| – | – | 0.02% | 89 |
|
2015
Q4 | $287K | Hold |
2,970
| – | – | 0.02% | 89 |
|
2015
Q3 | $264K | Hold |
2,970
| – | – | 0.02% | 92 |
|
2015
Q2 | $299K | Hold |
2,970
| – | – | 0.02% | 94 |
|
2015
Q1 | $288K | Sell |
2,970
-500
| -14% | -$48.5K | 0.02% | 94 |
|
2014
Q4 | $320K | Sell |
3,470
-75
| -2% | -$6.92K | 0.02% | 91 |
|
2014
Q3 | $311K | Sell |
3,545
-1,550
| -30% | -$136K | 0.02% | 85 |
|
2014
Q2 | $410K | Sell |
5,095
-100
| -2% | -$8.05K | 0.03% | 76 |
|
2014
Q1 | $404K | Hold |
5,195
| – | – | 0.03% | 82 |
|
2013
Q4 | $396K | Hold |
5,195
| – | – | 0.03% | 87 |
|
2013
Q3 | $344K | Sell |
5,195
-1,000
| -16% | -$66.2K | 0.03% | 86 |
|
2013
Q2 | $378K | Buy |
+6,195
| New | +$378K | 0.04% | 79 |
|