Donaldson Capital 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 | $7.53M | Sell |
9,561
-1,144
| -11% | -$901K | 0.28% | 49 |
|
|
2025
Q1 | $6.57M | Sell |
10,705
-74
| -0.7% | -$45.4K | 0.25% | 53 |
|
|
2024
Q4 | $6.77M | Buy |
10,779
+169
| +2% | +$106K | 0.26% | 53 |
|
|
2024
Q3 | $6.59M | Sell |
10,610
-1,211
| -10% | -$752K | 0.25% | 50 |
|
|
2024
Q2 | $7.77M | Buy |
11,821
+459
| +4% | +$302K | 0.33% | 45 |
|
|
2024
Q1 | $7.39M | Buy |
11,362
+418
| +4% | +$272K | 0.31% | 45 |
|
|
2023
Q4 | $6.84M | Sell |
10,944
-3,607
| -25% | -$2.25M | 0.31% | 46 |
|
|
2023
Q3 | $7.43M | Sell |
14,551
-53
| -0.4% | -$27.1K | 0.35% | 42 |
|
|
2023
Q2 | $6.69M | Buy |
14,604
+529
| +4% | +$242K | 0.31% | 47 |
|
|
2023
Q1 | $6.28M | Sell |
14,075
-539
| -4% | -$240K | 0.3% | 48 |
|
|
2022
Q4 | $5.69M | Buy |
14,614
+261
| +2% | +$102K | 0.28% | 51 |
|
|
2022
Q3 | $5.56M | Sell |
14,353
-46
| -0.3% | -$17.8K | 0.31% | 49 |
|
|
2022
Q2 | $5.55M | Sell |
14,399
-851
| -6% | -$328K | 0.29% | 52 |
|
|
2022
Q1 | $7.33M | Sell |
15,250
-2,650
| -15% | -$1.27M | 0.33% | 50 |
|
|
2021
Q4 | $11.5M | Sell |
17,900
-192
| -1% | -$124K | 0.51% | 41 |
|
|
2021
Q3 | $9.76M | Sell |
18,092
-2,599
| -13% | -$1.4M | 0.49% | 42 |
|
|
2021
Q2 | $10.1M | Buy |
20,691
+430
| +2% | +$211K | 0.52% | 42 |
|
|
2021
Q1 | $7.76M | Buy |
20,261
+843
| +4% | +$323K | 0.43% | 48 |
|
|
2020
Q4 | $7.38M | Buy |
19,418
+620
| +3% | +$236K | 0.44% | 43 |
|
|
2020
Q3 | $6.13M | Buy |
18,798
+2,443
| +15% | +$797K | 0.41% | 46 |
|
|
2020
Q2 | $4.84M | Buy |
16,355
+1,000
| +7% | +$296K | 0.35% | 48 |
|
|
2020
Q1 | $3.53M | Buy |
15,355
+10,981
| +251% | +$2.53M | 0.31% | 51 |
|
|
2019
Q4 | $1.15M | Buy |
4,374
+3,243
| +287% | +$850K | 0.08% | 92 |
|
|
2019
Q3 | $301K | Buy |
+1,131
| New | +$301K | 0.02% | 165 |
|