Cresset Asset 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 | $22.8M | Sell |
28,895
-922
| -3% | -$726K | 0.1% | 125 |
|
|
2025
Q1 | $18.3M | Sell |
29,817
-616
| -2% | -$378K | 0.09% | 141 |
|
|
2024
Q4 | $19.1M | Sell |
30,433
-39,094
| -56% | -$24.6M | 0.09% | 139 |
|
|
2024
Q3 | $43.2M | Buy |
69,527
+10,722
| +18% | +$6.66M | 0.17% | 87 |
|
|
2024
Q2 | $38.6M | Buy |
58,805
+417
| +0.7% | +$274K | 0.16% | 90 |
|
|
2024
Q1 | $38M | Buy |
58,388
+15,188
| +35% | +$9.87M | 0.18% | 80 |
|
|
2023
Q4 | $27M | Sell |
43,200
-867
| -2% | -$542K | 0.16% | 93 |
|
|
2023
Q3 | $22.5M | Sell |
44,067
-438
| -1% | -$224K | 0.09% | 101 |
|
|
2023
Q2 | $20.4M | Buy |
44,505
+27,438
| +161% | +$12.6M | 0.03% | 104 |
|
|
2023
Q1 | $7.61M | Buy |
17,067
+1,182
| +7% | +$527K | 0.15% | 98 |
|
|
2022
Q4 | $803K | Sell |
15,885
-1,340
| -8% | -$67.8K | 0.01% | 347 |
|
|
2022
Q3 | $6.67M | Buy |
17,225
+1,007
| +6% | +$390K | 0.08% | 100 |
|
|
2022
Q2 | $6.24M | Buy |
16,218
+11,771
| +265% | +$4.53M | 0.08% | 105 |
|
|
2022
Q1 | $2.14M | Sell |
4,447
-1,176
| -21% | -$566K | 0.02% | 236 |
|
|
2021
Q4 | $3.62M | Sell |
5,623
-3,612
| -39% | -$2.32M | 0.03% | 193 |
|
|
2021
Q3 | $4.98M | Buy |
9,235
+645
| +8% | +$348K | 0.07% | 114 |
|
|
2021
Q2 | $4.21M | Buy |
8,590
+836
| +11% | +$410K | 0.06% | 124 |
|
|
2021
Q1 | $2.97M | Buy |
7,754
+1,077
| +16% | +$413K | 0.05% | 138 |
|
|
2020
Q4 | $2.54M | Sell |
6,677
-66
| -1% | -$25.1K | 0.04% | 129 |
|
|
2020
Q3 | $2.2M | Buy |
6,743
+134
| +2% | +$43.7K | 0.04% | 149 |
|
|
2020
Q2 | $1.96M | Buy |
6,609
+39
| +0.6% | +$11.5K | 0.04% | 151 |
|
|
2020
Q1 | $1.51M | Buy |
6,570
+932
| +17% | +$214K | 0.05% | 134 |
|
|
2019
Q4 | $1.48M | Buy |
5,638
+4,346
| +336% | +$1.14M | 0.04% | 162 |
|
|
2019
Q3 | $344K | Buy |
1,292
+143
| +12% | +$38.1K | 0.01% | 347 |
|
|
2019
Q2 | $300K | Buy |
1,149
+31
| +3% | +$8.09K | 0.01% | 343 |
|
|
2019
Q1 | $292K | Buy |
1,118
+303
| +37% | +$79.1K | 0.01% | 278 |
|
|
2018
Q4 | $160K | Buy |
+815
| New | +$160K | 0.01% | 249 |
|