DGI
Disciplined Growth Investors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8M | Sell |
105,131
-73,865
| -41% | -$58.2M | 1.58% | 24 |
|
|
2025
Q1 | $110M | Sell |
178,996
-15,221
| -8% | -$9.35M | 2.27% | 17 |
|
|
2024
Q4 | $122M | Sell |
194,217
-3,588
| -2% | -$2.26M | 2.32% | 19 |
|
|
2024
Q3 | $123M | Buy |
197,805
+2,640
| +1% | +$1.64M | 2.32% | 17 |
|
|
2024
Q2 | $128M | Sell |
195,165
-9,271
| -5% | -$6.09M | 2.41% | 14 |
|
|
2024
Q1 | $133M | Sell |
204,436
-17,153
| -8% | -$11.1M | 2.42% | 16 |
|
|
2023
Q4 | $138M | Sell |
221,589
-40,694
| -16% | -$25.4M | 3.02% | 11 |
|
|
2023
Q3 | $134M | Sell |
262,283
-4,588
| -2% | -$2.34M | 3.19% | 11 |
|
|
2023
Q2 | $122M | Sell |
266,871
-6,459
| -2% | -$2.96M | 2.76% | 12 |
|
|
2023
Q1 | $122M | Sell |
273,330
-31,400
| -10% | -$14M | 3.13% | 11 |
|
|
2022
Q4 | $119M | Sell |
304,730
-523
| -0.2% | -$204K | 3.04% | 11 |
|
|
2022
Q3 | $118M | Sell |
305,253
-164
| -0.1% | -$63.5K | 3.28% | 11 |
|
|
2022
Q2 | $118M | Sell |
305,417
-32,557
| -10% | -$12.5M | 3.17% | 13 |
|
|
2022
Q1 | $163M | Buy |
337,974
+3,333
| +1% | +$1.6M | 3.53% | 8 |
|
|
2021
Q4 | $215M | Sell |
334,641
-11,203
| -3% | -$7.21M | 4.33% | 2 |
|
|
2021
Q3 | $187M | Sell |
345,844
-38,007
| -10% | -$20.5M | 3.7% | 5 |
|
|
2021
Q2 | $188M | Sell |
383,851
-332
| -0.1% | -$163K | 3.59% | 5 |
|
|
2021
Q1 | $147M | Sell |
384,183
-47,163
| -11% | -$18.1M | 2.98% | 9 |
|
|
2020
Q4 | $164M | Sell |
431,346
-70,130
| -14% | -$26.6M | 3.16% | 9 |
|
|
2020
Q3 | $164M | Sell |
501,476
-13,468
| -3% | -$4.39M | 3.83% | 4 |
|
|
2020
Q2 | $153M | Sell |
514,944
-173,584
| -25% | -$51.4M | 3.69% | 5 |
|
|
2020
Q1 | $158M | Sell |
688,528
-200,704
| -23% | -$46.2M | 3.62% | 6 |
|
|
2019
Q4 | $233M | Buy |
889,232
+9,771
| +1% | +$2.56M | 3.84% | 4 |
|
|
2019
Q3 | $234M | Sell |
879,461
-44,092
| -5% | -$11.7M | 4.33% | 3 |
|
|
2019
Q2 | $241M | Sell |
923,553
-89,680
| -9% | -$23.4M | 4.49% | 3 |
|
|
2019
Q1 | $265M | Sell |
1,013,233
-12,727
| -1% | -$3.33M | 4.64% | 3 |
|
|
2018
Q4 | $202M | Sell |
1,025,960
-134,341
| -12% | -$26.4M | 4.16% | 3 |
|
|
2018
Q3 | $264M | Buy |
1,160,301
+32,197
| +3% | +$7.32M | 4.42% | 4 |
|
|
2018
Q2 | $230M | Sell |
1,128,104
-64,278
| -5% | -$13.1M | 4.26% | 3 |
|
|
2018
Q1 | $207M | Sell |
1,192,382
-74,343
| -6% | -$12.9M | 4.06% | 3 |
|
|
2017
Q4 | $200M | Sell |
1,266,725
-9,404
| -0.7% | -$1.48M | 3.94% | 5 |
|
|
2017
Q3 | $181M | Sell |
1,276,129
-33,121
| -3% | -$4.71M | 3.8% | 6 |
|
|
2017
Q2 | $174M | Sell |
1,309,250
-68,191
| -5% | -$9.06M | 3.63% | 5 |
|
|
2017
Q1 | $160M | Sell |
1,377,441
-123,248
| -8% | -$14.3M | 3.56% | 6 |
|
|
2016
Q4 | $172M | Sell |
1,500,689
-4,305
| -0.3% | -$493K | 3.93% | 5 |
|
|
2016
Q3 | $166M | Sell |
1,504,994
-39,535
| -3% | -$4.35M | 3.93% | 5 |
|
|
2016
Q2 | $172M | Sell |
1,544,529
-19,975
| -1% | -$2.23M | 4.33% | 5 |
|
|
2016
Q1 | $163M | Sell |
1,564,504
-145,780
| -9% | -$15.2M | 4.14% | 4 |
|
|
2015
Q4 | $165M | Sell |
1,710,284
-16,300
| -0.9% | -$1.57M | 4.16% | 4 |
|
|
2015
Q3 | $153M | Sell |
1,726,584
-42,840
| -2% | -$3.8M | 3.93% | 4 |
|
|
2015
Q2 | $178M | Buy |
1,769,424
+1,200
| +0.1% | +$121K | 4.31% | 2 |
|
|
2015
Q1 | $171M | Sell |
1,768,224
-32,650
| -2% | -$3.17M | 4.04% | 4 |
|
|
2014
Q4 | $166M | Sell |
1,800,874
-125,600
| -7% | -$11.6M | 3.94% | 6 |
|
|
2014
Q3 | $169M | Sell |
1,926,474
-3,950
| -0.2% | -$346K | 4.34% | 2 |
|
|
2014
Q2 | $155M | Sell |
1,930,424
-123,377
| -6% | -$9.94M | 4.06% | 2 |
|
|
2014
Q1 | $160M | Buy |
2,053,801
+14,475
| +0.7% | +$1.13M | 4.06% | 4 |
|
|
2013
Q4 | $156M | Buy |
2,039,326
+18,855
| +0.9% | +$1.44M | 4.05% | 3 |
|
|
2013
Q3 | $134M | Sell |
2,020,471
-25,975
| -1% | -$1.72M | 3.91% | 2 |
|
|
2013
Q2 | $125M | Buy |
+2,046,446
| New | +$125M | 4.04% | 3 |
|