Conning Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Sell |
7,673
-1,147
| -13% | -$903K | 0.21% | 103 |
|
|
2025
Q1 | $5.42M | Sell |
8,820
-724
| -8% | -$445K | 0.19% | 101 |
|
|
2024
Q4 | $6M | Buy |
9,544
+185
| +2% | +$116K | 0.21% | 94 |
|
|
2024
Q3 | $5.81M | Sell |
9,359
-67
| -0.7% | -$41.6K | 0.19% | 99 |
|
|
2024
Q2 | $6.19M | Buy |
9,426
+296
| +3% | +$195K | 0.22% | 89 |
|
|
2024
Q1 | $5.93M | Buy |
9,130
+139
| +2% | +$90.4K | 0.19% | 102 |
|
|
2023
Q4 | $5.62M | Sell |
8,991
-97
| -1% | -$60.6K | 0.2% | 104 |
|
|
2023
Q3 | $4.64M | Sell |
9,088
-1,550
| -15% | -$792K | 0.17% | 109 |
|
|
2023
Q2 | $4.87M | Sell |
10,638
-1,547
| -13% | -$709K | 0.16% | 112 |
|
|
2023
Q1 | $5.43M | Buy |
12,185
+181
| +2% | +$80.7K | 0.18% | 105 |
|
|
2022
Q4 | $4.67M | Sell |
12,004
-2,400
| -17% | -$934K | 0.15% | 123 |
|
|
2022
Q3 | $5.58M | Sell |
14,404
-2,961
| -17% | -$1.15M | 0.2% | 107 |
|
|
2022
Q2 | $6.69M | Buy |
17,365
+1,769
| +11% | +$682K | 0.2% | 105 |
|
|
2022
Q1 | $7.5M | Buy |
15,596
+3,187
| +26% | +$1.53M | 0.2% | 106 |
|
|
2021
Q4 | $7.98M | Sell |
12,409
-2,504
| -17% | -$1.61M | 0.21% | 95 |
|
|
2021
Q3 | $8.05M | Sell |
14,913
-3,534
| -19% | -$1.91M | 0.23% | 89 |
|
|
2021
Q2 | $9.04M | Sell |
18,447
-900
| -5% | -$441K | 0.26% | 79 |
|
|
2021
Q1 | $7.41M | Buy |
19,347
+15,465
| +398% | +$5.92M | 0.22% | 82 |
|
|
2020
Q4 | $1.48M | Sell |
3,882
-80
| -2% | -$30.4K | 0.05% | 161 |
|
|
2020
Q3 | $1.29M | Buy |
3,962
+80
| +2% | +$26.1K | 0.05% | 164 |
|
|
2020
Q2 | $1.15M | Sell |
3,882
-215
| -5% | -$63.7K | 0.04% | 165 |
|
|
2020
Q1 | $942K | Buy |
4,097
+24
| +0.6% | +$5.52K | 0.04% | 179 |
|
|
2019
Q4 | $1.07M | Sell |
4,073
-140
| -3% | -$36.7K | 0.04% | 194 |
|
|
2019
Q3 | $1.12M | Sell |
4,213
-159
| -4% | -$42.3K | 0.04% | 200 |
|
|
2019
Q2 | $1.14M | Sell |
4,372
-2,063
| -32% | -$539K | 0.04% | 205 |
|
|
2019
Q1 | $1.68M | Sell |
6,435
-110
| -2% | -$28.8K | 0.05% | 192 |
|
|
2018
Q4 | $1.29M | Sell |
6,545
-380
| -5% | -$74.8K | 0.04% | 208 |
|
|
2018
Q3 | $1.58M | Sell |
6,925
-550
| -7% | -$125K | 0.05% | 208 |
|
|
2018
Q2 | $1.53M | Sell |
7,475
-280
| -4% | -$57.2K | 0.05% | 225 |
|
|
2018
Q1 | $1.34M | Sell |
7,755
-60
| -0.8% | -$10.4K | 0.04% | 230 |
|
|
2017
Q4 | $1.23M | Buy |
7,815
+10
| +0.1% | +$1.58K | 0.04% | 252 |
|
|
2017
Q3 | $1.11M | Sell |
7,805
-10
| -0.1% | -$1.42K | 0.04% | 257 |
|
|
2017
Q2 | $1.04M | Sell |
7,815
-104
| -1% | -$13.8K | 0.04% | 269 |
|
|
2017
Q1 | $919K | Sell |
7,919
-119
| -1% | -$13.8K | 0.03% | 277 |
|
|
2016
Q4 | $921K | Buy |
8,038
+60
| +0.8% | +$6.88K | 0.04% | 276 |
|
|
2016
Q3 | $878K | Sell |
7,978
-300
| -4% | -$33K | 0.04% | 284 |
|
|
2016
Q2 | $924K | Sell |
8,278
-110
| -1% | -$12.3K | 0.04% | 269 |
|
|
2016
Q1 | $872K | Sell |
8,388
-10
| -0.1% | -$1.04K | 0.04% | 270 |
|
|
2015
Q4 | $810K | Sell |
8,398
-410
| -5% | -$39.5K | 0.03% | 287 |
|
|
2015
Q3 | $782K | Sell |
8,808
-710
| -7% | -$63K | 0.03% | 276 |
|
|
2015
Q2 | $959K | Sell |
9,518
-70
| -0.7% | -$7.05K | 0.04% | 271 |
|
|
2015
Q1 | $930K | Sell |
9,588
-180
| -2% | -$17.5K | 0.04% | 264 |
|
|
2014
Q4 | $901K | Sell |
9,768
-150
| -2% | -$13.8K | 0.04% | 262 |
|
|
2014
Q3 | $869K | Sell |
9,918
-70
| -0.7% | -$6.13K | 0.05% | 262 |
|
|
2014
Q2 | $804K | Sell |
9,988
-420
| -4% | -$33.8K | 0.04% | 279 |
|
|
2014
Q1 | $809K | Buy |
10,408
+410
| +4% | +$31.9K | 0.05% | 270 |
|
|
2013
Q4 | $763K | Buy |
9,998
+1,500
| +18% | +$114K | 0.05% | 252 |
|
|
2013
Q3 | $564K | Buy |
8,498
+180
| +2% | +$11.9K | 0.04% | 265 |
|
|
2013
Q2 | $508K | Buy |
+8,318
| New | +$508K | 0.04% | 267 |
|