DFC
DB Fitzpatrick & Co’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
2,030
+6
| +0.3% | +$4.73K | 1.42% | 14 |
|
|
2025
Q1 | $1.24M | Sell |
2,024
-247
| -11% | -$152K | 1.18% | 21 |
|
|
2024
Q4 | $1.43M | Sell |
2,271
-96
| -4% | -$60.3K | 1.31% | 21 |
|
|
2024
Q3 | $1.47M | Sell |
2,367
-33
| -1% | -$20.5K | 1.29% | 26 |
|
|
2024
Q2 | $1.58M | Buy |
2,400
+684
| +40% | +$450K | 1.46% | 16 |
|
|
2024
Q1 | $1.12M | Sell |
1,716
-940
| -35% | -$611K | 1.02% | 38 |
|
|
2023
Q4 | $1.66M | Sell |
2,656
-23
| -0.9% | -$14.4K | 1.59% | 13 |
|
|
2023
Q3 | $1.37M | Buy |
2,679
+35
| +1% | +$17.9K | 1.46% | 17 |
|
|
2023
Q2 | $1.21M | Sell |
2,644
-147
| -5% | -$67.4K | 1.28% | 24 |
|
|
2023
Q1 | $1.24M | Sell |
2,791
-19
| -0.7% | -$8.47K | 1.35% | 27 |
|
|
2022
Q4 | $1.09M | Buy |
2,810
+628
| +29% | +$244K | 1.25% | 27 |
|
|
2022
Q3 | $845K | Sell |
2,182
-230
| -10% | -$89.1K | 1.03% | 35 |
|
|
2022
Q2 | $930K | Buy |
2,412
+53
| +2% | +$20.4K | 1.02% | 34 |
|
|
2022
Q1 | $1.13M | Buy |
2,359
+65
| +3% | +$31.2K | 1.13% | 29 |
|
|
2021
Q4 | $1.48M | Buy |
+2,294
| New | +$1.48M | 1.38% | 21 |
|