Copeland Capital 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 | $19M | Sell |
24,082
-97
| -0.4% | -$76.4K | 0.39% | 93 |
|
|
2025
Q1 | $14.8M | Sell |
24,179
-520
| -2% | -$319K | 0.3% | 103 |
|
|
2024
Q4 | $15.5M | Sell |
24,699
-3,878
| -14% | -$2.44M | 0.29% | 100 |
|
|
2024
Q3 | $17.7M | Sell |
28,577
-1,158
| -4% | -$719K | 0.31% | 100 |
|
|
2024
Q2 | $19.5M | Buy |
29,735
+1,002
| +3% | +$659K | 0.37% | 96 |
|
|
2024
Q1 | $18.7M | Buy |
28,733
+2,107
| +8% | +$1.37M | 0.34% | 92 |
|
|
2023
Q4 | $16.6M | Sell |
26,626
-590
| -2% | -$369K | 0.33% | 87 |
|
|
2023
Q3 | $13.9M | Sell |
27,216
-640
| -2% | -$327K | 0.3% | 91 |
|
|
2023
Q2 | $12.8M | Buy |
27,856
+10,018
| +56% | +$4.59M | 0.26% | 96 |
|
|
2023
Q1 | $7.95M | Sell |
17,838
-635
| -3% | -$283K | 0.19% | 92 |
|
|
2022
Q4 | $7.19M | Sell |
18,473
-1,070
| -5% | -$416K | 0.19% | 105 |
|
|
2022
Q3 | $7.57M | Sell |
19,543
-788
| -4% | -$305K | 0.25% | 101 |
|
|
2022
Q2 | $7.84M | Sell |
20,331
-271
| -1% | -$104K | 0.25% | 103 |
|
|
2022
Q1 | $9.91M | Sell |
20,602
-275
| -1% | -$132K | 0.27% | 96 |
|
|
2021
Q4 | $13.4M | Sell |
20,877
-1,681
| -7% | -$1.08M | 0.35% | 87 |
|
|
2021
Q3 | $12.2M | Buy |
22,558
+6,320
| +39% | +$3.41M | 0.35% | 88 |
|
|
2021
Q2 | $7.96M | Buy |
16,238
+236
| +1% | +$116K | 0.24% | 88 |
|
|
2021
Q1 | $6.13M | Sell |
16,002
-714
| -4% | -$274K | 0.19% | 96 |
|
|
2020
Q4 | $6.35M | Sell |
16,716
-951
| -5% | -$361K | 0.25% | 85 |
|
|
2020
Q3 | $5.76M | Buy |
17,667
+1,949
| +12% | +$636K | 0.26% | 84 |
|
|
2020
Q2 | $4.66M | Sell |
15,718
-619
| -4% | -$183K | 0.24% | 89 |
|
|
2020
Q1 | $3.76M | Sell |
16,337
-8,417
| -34% | -$1.94M | 0.23% | 95 |
|
|
2019
Q4 | $6.48M | Sell |
24,754
-312
| -1% | -$81.7K | 0.28% | 86 |
|
|
2019
Q3 | $6.67M | Buy |
25,066
+11,399
| +83% | +$3.03M | 0.34% | 86 |
|
|
2019
Q2 | $3.57M | Sell |
13,667
-214
| -2% | -$55.9K | 0.2% | 102 |
|
|
2019
Q1 | $3.63M | Sell |
13,881
-23,319
| -63% | -$6.1M | 0.23% | 94 |
|
|
2018
Q4 | $7.32M | Sell |
37,200
-34,429
| -48% | -$6.78M | 0.52% | 67 |
|
|
2018
Q3 | $16.3M | Sell |
71,629
-14,849
| -17% | -$3.38M | 0.99% | 41 |
|
|
2018
Q2 | $17.7M | Sell |
86,478
-5,091
| -6% | -$1.04M | 1.03% | 36 |
|
|
2018
Q1 | $15.9M | Sell |
91,569
-3,061
| -3% | -$531K | 1.02% | 39 |
|
|
2017
Q4 | $14.9M | Sell |
94,630
-2,015
| -2% | -$318K | 0.95% | 46 |
|
|
2017
Q3 | $13.7M | Sell |
96,645
-18,040
| -16% | -$2.56M | 0.93% | 49 |
|
|
2017
Q2 | $15.2M | Sell |
114,685
-23,902
| -17% | -$3.17M | 1% | 43 |
|
|
2017
Q1 | $17.5M | Buy |
138,587
+10,733
| +8% | +$1.36M | 1.22% | 22 |
|
|
2016
Q4 | $14.7M | Sell |
127,854
-29,811
| -19% | -$3.42M | 0.95% | 39 |
|
|
2016
Q3 | $17.3M | Buy |
157,665
+84,751
| +116% | +$9.32M | 1.12% | 33 |
|
|
2016
Q2 | $8.14M | Buy |
72,914
+70,705
| +3,201% | +$7.89M | 0.56% | 69 |
|
|
2016
Q1 | $230K | Sell |
2,209
-155,207
| -99% | -$16.2M | 0.02% | 156 |
|
|
2015
Q4 | $15.2M | Buy |
+157,416
| New | +$15.2M | 0.86% | 53 |
|