Delta 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 | $180K | Hold |
228
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $140K | Hold |
228
| – | – | 0.01% | 168 |
|
|
2024
Q4 | $143K | Hold |
228
| – | – | 0.01% | 174 |
|
|
2024
Q3 | $142K | Sell |
228
-2
| -0.9% | -$1.24K | 0.01% | 174 |
|
|
2024
Q2 | $151K | Hold |
230
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $150K | Hold |
230
| – | – | 0.01% | 167 |
|
|
2023
Q4 | $144K | Buy |
230
+2
| +0.9% | +$1.25K | 0.01% | 165 |
|
|
2023
Q3 | $116K | Hold |
228
| – | – | 0.01% | 170 |
|
|
2023
Q2 | $104K | Hold |
228
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $102K | Hold |
228
| – | – | 0.01% | 174 |
|
|
2022
Q4 | $88.7K | Buy |
+228
| New | +$88.7K | 0.01% | 181 |
|
|
2022
Q1 | – | Sell |
-228
| Closed | -$147K | – | 345 |
|
|
2021
Q4 | $147K | Hold |
228
| – | – | 0.01% | 153 |
|
|
2021
Q3 | $123K | Hold |
228
| – | – | 0.01% | 155 |
|
|
2021
Q2 | $112K | Hold |
228
| – | – | 0.01% | 165 |
|
|
2021
Q1 | $87K | Buy |
+228
| New | +$87K | 0.01% | 191 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | -$2K | – | 670 |
|
|
2018
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 596 |
|