DIS

Diversified Investment Strategies’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$484K	Hold	614	–	–	0.33%	39
2025 Q1	$377K	Hold	614	–	–	0.26%	40
2024 Q4	$386K	Hold	614	–	–	0.25%	41
2024 Q3	$381K	Hold	614	–	–	0.25%	41
2024 Q2	$404K	Sell	614 -32	-5%	-$21K	0.28%	39
2024 Q1	$420K	Sell	646 -29	-4%	-$18.9K	0.28%	37
2023 Q4	$422K	Hold	675	–	–	0.31%	35
2023 Q3	$345K	Sell	675 -29	-4%	-$14.8K	0.26%	36
2023 Q2	$323K	Hold	704	–	–	0.24%	38
2023 Q1	$314K	Sell	704 -29	-4%	-$12.9K	0.22%	37
2022 Q4	$285K	Sell	733 -29	-4%	-$11.3K	0.22%	37
2022 Q3	$295K	Sell	762 -58	-7%	-$22.5K	0.24%	34
2022 Q2	$316K	Hold	820	–	–	0.26%	31
2022 Q1	$394K	Hold	820	–	–	0.27%	31
2021 Q4	$527K	Sell	820 -40	-5%	-$25.7K	0.38%	29
2021 Q3	$464K	Hold	860	–	–	0.34%	30
2021 Q2	$422K	Hold	860	–	–	0.31%	29
2021 Q1	$329K	Sell	860 -100	-10%	-$38.3K	0.26%	32
2020 Q4	$354K	Sell	960 -35	-4%	-$12.9K	0.28%	31
2020 Q3	$325K	Sell	995 -30	-3%	-$9.8K	0.34%	31
2020 Q2	$304K	Hold	1,025	–	–	0.32%	30
2020 Q1	$236K	Hold	1,025	–	–	0.32%	29
2019 Q4	$268K	Hold	1,025	–	–	0.27%	29
2019 Q3	$273K	Hold	1,025	–	–	0.28%	27
2019 Q2	$268K	Hold	1,025	–	–	0.26%	27
2019 Q1	$268K	Hold	1,025	–	–	0.25%	28
2018 Q4	$202K	Sell	1,025 -50	-5%	-$9.85K	0.21%	30
2018 Q3	$244K	Sell	1,075 -100	-9%	-$22.7K	0.22%	37
2018 Q2	$240K	Hold	1,175	–	–	0.22%	36
2018 Q1	$204K	Buy	+1,175	New	+$204K	0.2%	40
2013 Q4	–	Sell	-19,100	Closed	-$1.27M	–	71
2013 Q3	$1.27M	Sell	19,100 -500	-3%	-$33.2K	1.03%	29
2013 Q2	$1.2M	Buy	+19,600	New	+$1.2M	1.01%	28