Douglass Winthrop Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.99M | Sell |
12,687
-403
| -3% | -$317K | 0.18% | 49 |
|
|
2025
Q1 | $8.04M | Sell |
13,090
-1,089
| -8% | -$669K | 0.15% | 55 |
|
|
2024
Q4 | $8.91M | Buy |
14,179
+451
| +3% | +$283K | 0.17% | 50 |
|
|
2024
Q3 | $8.53M | Sell |
13,728
-119
| -0.9% | -$73.9K | 0.16% | 53 |
|
|
2024
Q2 | $9.1M | Buy |
13,847
+4,276
| +45% | +$2.81M | 0.19% | 52 |
|
|
2024
Q1 | $6.22M | Sell |
9,571
-15
| -0.2% | -$9.75K | 0.13% | 67 |
|
|
2023
Q4 | $5.99M | Buy |
9,586
+5,183
| +118% | +$3.24M | 0.13% | 63 |
|
|
2023
Q3 | $2.25M | Hold |
4,403
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $2.02M | Sell |
4,403
-300
| -6% | -$137K | 0.05% | 95 |
|
|
2023
Q1 | $2.1M | Hold |
4,703
| – | – | 0.05% | 92 |
|
|
2022
Q4 | $1.83M | Hold |
4,703
| – | – | 0.05% | 98 |
|
|
2022
Q3 | $1.82M | Buy |
4,703
+4
| +0.1% | +$1.55K | 0.06% | 92 |
|
|
2022
Q2 | $1.81M | Sell |
4,699
-75
| -2% | -$28.9K | 0.05% | 101 |
|
|
2022
Q1 | $2.3M | Sell |
4,774
-1,040
| -18% | -$500K | 0.05% | 98 |
|
|
2021
Q4 | $3.74M | Hold |
5,814
| – | – | 0.08% | 85 |
|
|
2021
Q3 | $3.14M | Sell |
5,814
-90
| -2% | -$48.6K | 0.08% | 88 |
|
|
2021
Q2 | $2.89M | Sell |
5,904
-50
| -0.8% | -$24.5K | 0.07% | 91 |
|
|
2021
Q1 | $2.28M | Sell |
5,954
-659
| -10% | -$252K | 0.06% | 101 |
|
|
2020
Q4 | $2.51M | Hold |
6,613
| – | – | 0.07% | 80 |
|
|
2020
Q3 | $2.16M | Buy |
6,613
+3,598
| +119% | +$1.17M | 0.07% | 82 |
|
|
2020
Q2 | $893K | Buy |
3,015
+491
| +19% | +$145K | 0.03% | 112 |
|
|
2020
Q1 | $581K | Hold |
2,524
| – | – | 0.03% | 134 |
|
|
2019
Q4 | $661K | Hold |
2,524
| – | – | 0.02% | 162 |
|
|
2019
Q3 | $671K | Sell |
2,524
-150
| -6% | -$39.9K | 0.03% | 152 |
|
|
2019
Q2 | $699K | Hold |
2,674
| – | – | 0.03% | 151 |
|
|
2019
Q1 | $699K | Sell |
2,674
-45
| -2% | -$11.8K | 0.03% | 136 |
|
|
2018
Q4 | $535K | Hold |
2,719
| – | – | 0.03% | 157 |
|
|
2018
Q3 | $618K | Sell |
2,719
-4,000
| -60% | -$909K | 0.03% | 152 |
|
|
2018
Q2 | $1.37M | Hold |
6,719
| – | – | 0.06% | 125 |
|
|
2018
Q1 | $1.17M | Sell |
6,719
-45
| -0.7% | -$7.8K | 0.06% | 137 |
|
|
2017
Q4 | $1.07M | Hold |
6,764
| – | – | 0.06% | 120 |
|
|
2017
Q3 | $961K | Sell |
6,764
-875
| -11% | -$124K | 0.06% | 124 |
|
|
2017
Q2 | $1.02M | Hold |
7,639
| – | – | 0.06% | 117 |
|
|
2017
Q1 | $886K | Sell |
7,639
-20
| -0.3% | -$2.32K | 0.06% | 124 |
|
|
2016
Q4 | $878K | Buy |
7,659
+709
| +10% | +$81.3K | 0.06% | 120 |
|
|
2016
Q3 | $765K | Sell |
6,950
-714
| -9% | -$78.6K | 0.05% | 130 |
|
|
2016
Q2 | $855K | Hold |
7,664
| – | – | 0.06% | 125 |
|
|
2016
Q1 | $797K | Sell |
7,664
-1,675
| -18% | -$174K | 0.06% | 124 |
|
|
2015
Q4 | $901K | Sell |
9,339
-320
| -3% | -$30.9K | 0.07% | 125 |
|
|
2015
Q3 | $857K | Sell |
9,659
-5,442
| -36% | -$483K | 0.07% | 129 |
|
|
2015
Q2 | $1.46M | Hold |
15,101
| – | – | 0.11% | 95 |
|
|
2015
Q1 | $1.46M | Buy |
15,101
+7,444
| +97% | +$722K | 0.11% | 95 |
|
|
2014
Q4 | $706K | Buy |
7,657
+1,309
| +21% | +$121K | 0.06% | 116 |
|
|
2014
Q3 | $556K | Buy |
6,348
+425
| +7% | +$37.2K | 0.05% | 119 |
|
|
2014
Q2 | $477K | Buy |
5,923
+790
| +15% | +$63.6K | 0.04% | 122 |
|
|
2014
Q1 | $399K | Buy |
5,133
+732
| +17% | +$56.9K | 0.04% | 127 |
|
|
2013
Q4 | $336K | Buy |
+4,401
| New | +$336K | 0.03% | 143 |
|