Dorsey & Whitney 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 | $2.11M | Sell |
2,675
-119
| -4% | -$93.7K | 0.11% | 161 |
|
|
2025
Q1 | $1.72M | Sell |
2,794
-40
| -1% | -$24.6K | 0.1% | 187 |
|
|
2024
Q4 | $1.78M | Buy |
2,834
+329
| +13% | +$207K | 0.1% | 180 |
|
|
2024
Q3 | $1.56M | Buy |
2,505
+399
| +19% | +$248K | 0.08% | 193 |
|
|
2024
Q2 | $1.38M | Buy |
2,106
+99
| +5% | +$65.1K | 0.1% | 175 |
|
|
2024
Q1 | $1.3M | Buy |
2,007
+20
| +1% | +$13K | 0.09% | 187 |
|
|
2023
Q4 | $1.24M | Buy |
1,987
+40
| +2% | +$25K | 0.1% | 186 |
|
|
2023
Q3 | $995K | Buy |
1,947
+29
| +2% | +$14.8K | 0.09% | 203 |
|
|
2023
Q2 | $879K | Buy |
1,918
+588
| +44% | +$269K | 0.07% | 222 |
|
|
2023
Q1 | $593K | Buy |
1,330
+5
| +0.4% | +$2.23K | 0.05% | 279 |
|
|
2022
Q4 | $516K | Buy |
1,325
+38
| +3% | +$14.8K | 0.05% | 294 |
|
|
2022
Q3 | $499K | Buy |
1,287
+63
| +5% | +$24.4K | 0.05% | 288 |
|
|
2022
Q2 | $472K | Buy |
1,224
+164
| +15% | +$63.2K | 0.05% | 300 |
|
|
2022
Q1 | $509K | Buy |
1,060
+19
| +2% | +$9.12K | 0.04% | 306 |
|
|
2021
Q4 | $669K | Buy |
1,041
+211
| +25% | +$136K | 0.06% | 251 |
|
|
2021
Q3 | $447K | Buy |
830
+30
| +4% | +$16.2K | 0.04% | 311 |
|
|
2021
Q2 | $392K | Sell |
800
-42
| -5% | -$20.6K | 0.04% | 334 |
|
|
2021
Q1 | $322K | Buy |
842
+11
| +1% | +$4.21K | 0.03% | 368 |
|
|
2020
Q4 | $315K | Sell |
831
-37
| -4% | -$14K | 0.04% | 331 |
|
|
2020
Q3 | $283K | Buy |
868
+9
| +1% | +$2.93K | 0.04% | 318 |
|
|
2020
Q2 | $254K | Sell |
859
-365
| -30% | -$108K | 0.04% | 343 |
|
|
2020
Q1 | $282K | Buy |
1,224
+49
| +4% | +$11.3K | 0.05% | 287 |
|
|
2019
Q4 | $307K | Buy |
1,175
+65
| +6% | +$17K | 0.04% | 321 |
|
|
2019
Q3 | $295K | Buy |
+1,110
| New | +$295K | 0.04% | 308 |
|