Curi RMB Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
16,418
-750
| -4% | -$591K | 0.25% | 113 |
|
|
2025
Q1 | $10.5M | Sell |
17,168
-13,026
| -43% | -$8M | 0.26% | 115 |
|
|
2024
Q4 | $19M | Sell |
30,194
-4,995
| -14% | -$3.14M | 0.44% | 58 |
|
|
2024
Q3 | $21.9M | Sell |
35,189
-268
| -0.8% | -$166K | 0.5% | 56 |
|
|
2024
Q2 | $23.3M | Sell |
35,457
-965
| -3% | -$634K | 0.56% | 44 |
|
|
2024
Q1 | $23.7M | Sell |
36,422
-3,722
| -9% | -$2.42M | 0.54% | 53 |
|
|
2023
Q4 | $25.1M | Sell |
40,144
-1,405
| -3% | -$878K | 0.77% | 33 |
|
|
2023
Q3 | $21.2M | Buy |
41,549
+28
| +0.1% | +$14.3K | 0.73% | 37 |
|
|
2023
Q2 | $19M | Buy |
41,521
+3,088
| +8% | +$1.41M | 0.62% | 52 |
|
|
2023
Q1 | $17.1M | Buy |
38,433
+356
| +0.9% | +$159K | 0.6% | 53 |
|
|
2022
Q4 | $14.8M | Sell |
38,077
-2,002
| -5% | -$779K | 0.53% | 60 |
|
|
2022
Q3 | $15.5M | Buy |
40,079
+129
| +0.3% | +$50K | 0.58% | 57 |
|
|
2022
Q2 | $15.4M | Buy |
39,950
+39,259
| +5,681% | +$15.1M | 0.53% | 61 |
|
|
2022
Q1 | $332K | Buy |
691
+79
| +13% | +$38K | 0.01% | 375 |
|
|
2021
Q4 | $394K | Sell |
612
-6
| -1% | -$3.86K | 0.01% | 375 |
|
|
2021
Q3 | $333K | Buy |
618
+6
| +1% | +$3.23K | 0.01% | 384 |
|
|
2021
Q2 | $300K | Sell |
612
-249
| -29% | -$122K | 0.01% | 408 |
|
|
2021
Q1 | $330K | Sell |
861
-177
| -17% | -$67.8K | 0.01% | 391 |
|
|
2020
Q4 | $394K | Sell |
1,038
-262
| -20% | -$99.4K | 0.01% | 465 |
|
|
2020
Q3 | $424K | Sell |
1,300
-48
| -4% | -$15.7K | 0.02% | 447 |
|
|
2020
Q2 | $399K | Sell |
1,348
-145
| -10% | -$42.9K | 0.02% | 439 |
|
|
2020
Q1 | $344K | Buy |
1,493
+547
| +58% | +$126K | 0.02% | 462 |
|
|
2019
Q4 | $247K | Sell |
946
-119
| -11% | -$31.1K | 0.01% | 575 |
|
|
2019
Q3 | $283K | Sell |
1,065
-6
| -0.6% | -$1.59K | 0.01% | 570 |
|
|
2019
Q2 | $280K | Buy |
1,071
+15
| +1% | +$3.92K | 0.01% | 610 |
|
|
2019
Q1 | $276K | Buy |
+1,056
| New | +$276K | 0.01% | 650 |
|
|
2018
Q4 | – | Sell |
-1,049
| Closed | -$239K | – | 907 |
|
|
2018
Q3 | $239K | Hold |
1,049
| – | – | 0.01% | 756 |
|
|
2018
Q2 | $214K | Buy |
+1,049
| New | +$214K | 0.01% | 784 |
|
|
2014
Q4 | – | Sell |
-3,738
| Closed | -$328K | – | 413 |
|
|
2014
Q3 | $328K | Sell |
3,738
-259,200
| -99% | -$22.7M | 0.02% | 357 |
|
|
2014
Q2 | $21.2M | Sell |
262,938
-63,778
| -20% | -$5.14M | 1.34% | 19 |
|
|
2014
Q1 | $25.4M | Buy |
326,716
+28,225
| +9% | +$2.19M | 1.75% | 6 |
|
|
2013
Q4 | $22.8M | Sell |
298,491
-5,478
| -2% | -$418K | 1.58% | 7 |
|
|
2013
Q3 | $20.2M | Sell |
303,969
-1,483
| -0.5% | -$98.3K | 1.45% | 11 |
|
|
2013
Q2 | $18.6M | Buy |
+305,452
| New | +$18.6M | 1.41% | 11 |
|