DIA
Davidson Investment Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Buy |
43,399
+412
| +1% | +$325K | 1.54% | 16 |
|
|
2025
Q1 | $26.4M | Buy |
42,987
+1,047
| +2% | +$643K | 1.3% | 21 |
|
|
2024
Q4 | $26.4M | Buy |
41,940
+553
| +1% | +$348K | 1.28% | 23 |
|
|
2024
Q3 | $25.7M | Buy |
41,387
+1,801
| +5% | +$1.12M | 1.24% | 21 |
|
|
2024
Q2 | $26M | Buy |
39,586
+841
| +2% | +$553K | 1.34% | 19 |
|
|
2024
Q1 | $25.2M | Buy |
38,745
+1,073
| +3% | +$697K | 1.31% | 20 |
|
|
2023
Q4 | $23.5M | Buy |
37,672
+693
| +2% | +$433K | 1.35% | 17 |
|
|
2023
Q3 | $18.9M | Buy |
36,979
+650
| +2% | +$332K | 1.2% | 25 |
|
|
2023
Q2 | $16.6M | Buy |
36,329
+44
| +0.1% | +$20.2K | 1.05% | 35 |
|
|
2023
Q1 | $16.2M | Buy |
36,285
+3,754
| +12% | +$1.67M | 1.06% | 38 |
|
|
2022
Q4 | $12.7M | Buy |
32,531
+136
| +0.4% | +$52.9K | 0.99% | 48 |
|
|
2022
Q3 | $12.5M | Buy |
32,395
+1,067
| +3% | +$413K | 1.05% | 40 |
|
|
2022
Q2 | $12.1M | Buy |
31,328
+269
| +0.9% | +$104K | 1.03% | 46 |
|
|
2022
Q1 | $14.9M | Buy |
31,059
+570
| +2% | +$274K | 1.08% | 40 |
|
|
2021
Q4 | $19.6M | Buy |
30,489
+257
| +0.9% | +$165K | 1.4% | 21 |
|
|
2021
Q3 | $16.3M | Buy |
30,232
+723
| +2% | +$390K | 1.27% | 28 |
|
|
2021
Q2 | $14.5M | Sell |
29,509
-220
| -0.7% | -$108K | 1.16% | 39 |
|
|
2021
Q1 | $11.4M | Buy |
29,729
+1,294
| +5% | +$496K | 0.97% | 51 |
|
|
2020
Q4 | $10.8M | Buy |
28,435
+5,364
| +23% | +$2.04M | 1% | 52 |
|
|
2020
Q3 | $7.53M | Sell |
23,071
-218
| -0.9% | -$71.1K | 0.8% | 62 |
|
|
2020
Q2 | $6.9M | Sell |
23,289
-960
| -4% | -$284K | 0.76% | 60 |
|
|
2020
Q1 | $5.58M | Sell |
24,249
-1,720
| -7% | -$396K | 0.72% | 60 |
|
|
2019
Q4 | $6.8M | Sell |
25,969
-137
| -0.5% | -$35.9K | 0.66% | 67 |
|
|
2019
Q3 | $6.94M | Buy |
26,106
+344
| +1% | +$91.5K | 0.72% | 64 |
|
|
2019
Q2 | $6.73M | Sell |
25,762
-701
| -3% | -$183K | 0.7% | 63 |
|
|
2019
Q1 | $6.92M | Sell |
26,463
-18,642
| -41% | -$4.87M | 0.72% | 60 |
|
|
2018
Q4 | $8.88M | Sell |
45,105
-380
| -0.8% | -$74.8K | 1.03% | 33 |
|
|
2018
Q3 | $10.3M | Sell |
45,485
-927
| -2% | -$211K | 1.03% | 36 |
|
|
2018
Q2 | $9.48M | Sell |
46,412
-383
| -0.8% | -$78.2K | 1% | 42 |
|
|
2018
Q1 | $8.11M | Sell |
46,795
-1,139
| -2% | -$197K | 0.87% | 53 |
|
|
2017
Q4 | $7.56M | Sell |
47,934
-818
| -2% | -$129K | 0.79% | 60 |
|
|
2017
Q3 | $6.93M | Sell |
48,752
-9,002
| -16% | -$1.28M | 0.75% | 63 |
|
|
2017
Q2 | $7.67M | Sell |
57,754
-4,057
| -7% | -$539K | 1.08% | 33 |
|
|
2017
Q1 | $7.17M | Buy |
61,811
+208
| +0.3% | +$24.1K | 0.93% | 42 |
|
|
2016
Q4 | $7.06M | Buy |
61,603
+25
| +0% | +$2.87K | 1.01% | 35 |
|
|
2016
Q3 | $6.77M | Buy |
61,578
+477
| +0.8% | +$52.5K | 1.04% | 37 |
|
|
2016
Q2 | $6.82M | Sell |
61,101
-222
| -0.4% | -$24.8K | 1.14% | 32 |
|
|
2016
Q1 | $6.38M | Buy |
61,323
+1,924
| +3% | +$200K | 1.08% | 31 |
|
|
2015
Q4 | $5.73M | Sell |
59,399
-460
| -0.8% | -$44.4K | 0.95% | 37 |
|
|
2015
Q3 | $5.31M | Sell |
59,859
-1,078
| -2% | -$95.6K | 0.96% | 35 |
|
|
2015
Q2 | $6.14M | Sell |
60,937
-1,970
| -3% | -$198K | 0.92% | 37 |
|
|
2015
Q1 | $6.1M | Buy |
62,907
+906
| +1% | +$87.8K | 0.91% | 38 |
|
|
2014
Q4 | $5.71M | Sell |
62,001
-67,380
| -52% | -$6.21M | 0.86% | 46 |
|
|
2014
Q3 | $9.88M | Buy |
129,381
+65,001
| +101% | +$4.97M | 0.78% | 52 |
|
|
2014
Q2 | $5.18M | Sell |
64,380
-99
| -0.2% | -$7.97K | 0.76% | 56 |
|
|
2014
Q1 | $5.01M | Sell |
64,479
-2,397
| -4% | -$186K | 0.76% | 57 |
|
|
2013
Q4 | $5.1M | Sell |
66,876
-1,165
| -2% | -$88.9K | 0.78% | 57 |
|
|
2013
Q3 | $4.51M | Buy |
68,041
+675
| +1% | +$44.7K | 0.73% | 66 |
|
|
2013
Q2 | $4.11M | Buy |
+67,366
| New | +$4.11M | 0.69% | 60 |
|