CAM
Congress Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
3,229
-14,021
| -81% | -$11M | 0.02% | 268 |
|
|
2025
Q1 | $10.6M | Sell |
17,250
-200,704
| -92% | -$123M | 0.08% | 186 |
|
|
2024
Q4 | $137M | Buy |
217,954
+713
| +0.3% | +$448K | 0.93% | 28 |
|
|
2024
Q3 | $135M | Buy |
217,241
+1,627
| +0.8% | +$1.01M | 0.92% | 35 |
|
|
2024
Q2 | $142M | Buy |
215,614
+4,745
| +2% | +$3.12M | 1.02% | 27 |
|
|
2024
Q1 | $137M | Sell |
210,869
-375
| -0.2% | -$244K | 0.98% | 32 |
|
|
2023
Q4 | $132M | Buy |
211,244
+1,860
| +0.9% | +$1.16M | 1.04% | 26 |
|
|
2023
Q3 | $107M | Buy |
209,384
+4,990
| +2% | +$2.55M | 0.95% | 42 |
|
|
2023
Q2 | $93.7M | Buy |
204,394
+1,467
| +0.7% | +$672K | 0.81% | 60 |
|
|
2023
Q1 | $90.5M | Sell |
202,927
-950
| -0.5% | -$424K | 0.84% | 57 |
|
|
2022
Q4 | $79.4M | Sell |
203,877
-1,068
| -0.5% | -$416K | 0.8% | 66 |
|
|
2022
Q3 | $79.4M | Buy |
204,945
+13,270
| +7% | +$5.14M | 0.85% | 60 |
|
|
2022
Q2 | $73.9M | Sell |
191,675
-19,976
| -9% | -$7.7M | 0.71% | 65 |
|
|
2022
Q1 | $102M | Sell |
211,651
-528
| -0.2% | -$254K | 0.87% | 57 |
|
|
2021
Q4 | $136M | Sell |
212,179
-50,114
| -19% | -$32.2M | 1.04% | 38 |
|
|
2021
Q3 | $142M | Buy |
262,293
+7,501
| +3% | +$4.05M | 1.1% | 33 |
|
|
2021
Q2 | $125M | Buy |
254,792
+684
| +0.3% | +$335K | 1.04% | 35 |
|
|
2021
Q1 | $97.3M | Buy |
254,108
+1,952
| +0.8% | +$748K | 0.88% | 60 |
|
|
2020
Q4 | $95.8M | Buy |
252,156
+2,103
| +0.8% | +$799K | 0.9% | 54 |
|
|
2020
Q3 | $81.6M | Buy |
250,053
+2,745
| +1% | +$895K | 0.88% | 63 |
|
|
2020
Q2 | $73.3M | Buy |
247,308
+5,633
| +2% | +$1.67M | 0.87% | 63 |
|
|
2020
Q1 | $55.6M | Buy |
241,675
+2,314
| +1% | +$532K | 0.85% | 63 |
|
|
2019
Q4 | $62.7M | Buy |
239,361
+3,324
| +1% | +$871K | 0.76% | 70 |
|
|
2019
Q3 | $62.8M | Buy |
236,037
+175
| +0.1% | +$46.5K | 0.81% | 71 |
|
|
2019
Q2 | $61.6M | Buy |
+235,862
| New | +$61.6M | 0.78% | 67 |
|
|
2013
Q4 | – | Sell |
-4,000
| Closed | -$265K | – | 228 |
|
|
2013
Q3 | $265K | Hold |
4,000
| – | – | 0.01% | 209 |
|
|
2013
Q2 | $244K | Buy |
+4,000
| New | +$244K | 0.01% | 210 |
|