Diversified Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
7,184
-92
| -1% | -$72.5K | 0.13% | 100 |
|
|
2025
Q1 | $4.47M | Buy |
7,276
+364
| +5% | +$223K | 0.11% | 108 |
|
|
2024
Q4 | $4.34M | Buy |
6,912
+1,549
| +29% | +$974K | 0.11% | 111 |
|
|
2024
Q3 | $3.33M | Buy |
5,363
+858
| +19% | +$533K | 0.08% | 148 |
|
|
2024
Q2 | $2.96M | Buy |
4,505
+1,356
| +43% | +$891K | 0.08% | 139 |
|
|
2024
Q1 | $2.05M | Buy |
3,149
+44
| +1% | +$28.6K | 0.06% | 191 |
|
|
2023
Q4 | $1.94M | Buy |
3,105
+95
| +3% | +$59.4K | 0.07% | 174 |
|
|
2023
Q3 | $1.54M | Buy |
3,010
+470
| +19% | +$240K | 0.06% | 186 |
|
|
2023
Q2 | $1.16M | Buy |
2,540
+929
| +58% | +$426K | 0.04% | 234 |
|
|
2023
Q1 | $718K | Sell |
1,611
-678
| -30% | -$302K | 0.03% | 349 |
|
|
2022
Q4 | $891K | Sell |
2,289
-141
| -6% | -$54.9K | 0.04% | 263 |
|
|
2022
Q3 | $941K | Sell |
2,430
-794
| -25% | -$307K | 0.04% | 223 |
|
|
2022
Q2 | $1.24M | Sell |
3,224
-369
| -10% | -$142K | 0.05% | 177 |
|
|
2022
Q1 | $1.73M | Buy |
3,593
+352
| +11% | +$169K | 0.06% | 165 |
|
|
2021
Q4 | $2.09M | Sell |
3,241
-142
| -4% | -$91.4K | 0.07% | 140 |
|
|
2021
Q3 | $1.83M | Sell |
3,383
-179
| -5% | -$96.6K | 0.07% | 145 |
|
|
2021
Q2 | $1.75M | Sell |
3,562
-296
| -8% | -$145K | 0.06% | 153 |
|
|
2021
Q1 | $1.48M | Sell |
3,858
-380
| -9% | -$146K | 0.06% | 159 |
|
|
2020
Q4 | $1.61M | Buy |
4,238
+1,063
| +33% | +$404K | 0.07% | 142 |
|
|
2020
Q3 | $1.04M | Buy |
3,175
+952
| +43% | +$311K | 0.05% | 175 |
|
|
2020
Q2 | $658K | Sell |
2,223
-435
| -16% | -$129K | 0.03% | 216 |
|
|
2020
Q1 | $611K | Buy |
2,658
+622
| +31% | +$143K | 0.04% | 178 |
|
|
2019
Q4 | $533K | Buy |
+2,036
| New | +$533K | 0.02% | 223 |
|
|
2014
Q2 | $775K | Buy |
+9,620
| New | +$775K | 0.06% | 296 |
|
|
2013
Q4 | $969K | Sell |
12,700
-1,000
| -7% | -$76.3K | 0.1% | 206 |
|
|
2013
Q3 | $908K | Buy |
13,700
+1,100
| +9% | +$72.9K | 0.1% | 216 |
|
|
2013
Q2 | $770K | Buy |
+12,600
| New | +$770K | 0.09% | 227 |
|