Convergence Investment Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+301
| New | +$237K | 0.06% | 222 |
|
|
2025
Q1 | – | Sell |
-409
| Closed | -$257K | – | 278 |
|
|
2024
Q4 | $257K | Sell |
409
-3
| -0.7% | -$1.89K | 0.06% | 222 |
|
|
2024
Q3 | $256K | Sell |
412
-10
| -2% | -$6.21K | 0.07% | 214 |
|
|
2024
Q2 | $277K | Sell |
422
-8
| -2% | -$5.26K | 0.08% | 216 |
|
|
2024
Q1 | $280K | Sell |
430
-1
| -0.2% | -$651 | 0.11% | 204 |
|
|
2023
Q4 | $269K | Sell |
431
-1
| -0.2% | -$624 | 0.14% | 148 |
|
|
2023
Q3 | $221K | Buy |
+432
| New | +$221K | 0.13% | 142 |
|
|
2022
Q2 | – | Sell |
-470
| Closed | -$226K | – | 231 |
|
|
2022
Q1 | $226K | Sell |
470
-121
| -20% | -$58.2K | 0.12% | 169 |
|
|
2021
Q4 | $380K | Buy |
591
+85
| +17% | +$54.7K | 0.19% | 121 |
|
|
2021
Q3 | $273K | Buy |
506
+56
| +12% | +$30.2K | 0.15% | 151 |
|
|
2021
Q2 | $221K | Sell |
450
-133
| -23% | -$65.3K | 0.1% | 199 |
|
|
2021
Q1 | $223K | Sell |
583
-744
| -56% | -$285K | 0.1% | 188 |
|
|
2020
Q4 | $504K | Buy |
+1,327
| New | +$504K | 0.25% | 97 |
|
|
2019
Q3 | – | Sell |
-8,700
| Closed | -$2.27M | – | 328 |
|
|
2019
Q2 | $2.27M | Buy |
+8,700
| New | +$2.27M | 0.55% | 51 |
|
|
2019
Q1 | – | Sell |
-4,401
| Closed | -$866K | – | 342 |
|
|
2018
Q4 | $866K | Sell |
4,401
-3,847
| -47% | -$757K | 0.2% | 153 |
|
|
2018
Q3 | $1.88M | Sell |
8,248
-11,706
| -59% | -$2.66M | 0.38% | 95 |
|
|
2018
Q2 | $4.08M | Buy |
19,954
+19,544
| +4,767% | +$3.99M | 0.57% | 56 |
|
|
2018
Q1 | $71K | Buy |
+410
| New | +$71K | 0.01% | 390 |
|