Duncker Streett & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
2,347
-150
| -6% | -$118K | 0.34% | 70 |
|
|
2025
Q1 | $1.53M | Sell |
2,497
-5,860
| -70% | -$3.6M | 0.3% | 80 |
|
|
2024
Q4 | $5.25M | Sell |
8,357
-955
| -10% | -$600K | 0.98% | 29 |
|
|
2024
Q3 | $5.78M | Sell |
9,312
-1,139
| -11% | -$707K | 1.06% | 23 |
|
|
2024
Q2 | $6.87M | Buy |
10,451
+428
| +4% | +$281K | 1.32% | 17 |
|
|
2024
Q1 | $6.52M | Sell |
10,023
-500
| -5% | -$325K | 1.29% | 18 |
|
|
2023
Q4 | $6.58M | Buy |
10,523
+423
| +4% | +$264K | 1.39% | 16 |
|
|
2023
Q3 | $5.16M | Buy |
10,100
+366
| +4% | +$187K | 1.2% | 18 |
|
|
2023
Q2 | $4.46M | Buy |
9,734
+993
| +11% | +$455K | 1% | 27 |
|
|
2023
Q1 | $3.9M | Buy |
8,741
+82
| +0.9% | +$36.6K | 0.93% | 33 |
|
|
2022
Q4 | $3.37M | Buy |
8,659
+1,000
| +13% | +$389K | 0.81% | 40 |
|
|
2022
Q3 | $2.97M | Buy |
7,659
+4,245
| +124% | +$1.64M | 0.77% | 42 |
|
|
2022
Q2 | $1.32M | Hold |
3,414
| – | – | 0.32% | 93 |
|
|
2022
Q1 | $1.64M | Sell |
3,414
-3
| -0.1% | -$1.44K | 0.33% | 89 |
|
|
2021
Q4 | $2.2M | Sell |
3,417
-75
| -2% | -$48.2K | 0.38% | 85 |
|
|
2021
Q3 | $1.88M | Hold |
3,492
| – | – | 0.36% | 92 |
|
|
2021
Q2 | $1.71M | Sell |
3,492
-750
| -18% | -$368K | 0.32% | 98 |
|
|
2021
Q1 | $1.63M | Sell |
4,242
-17
| -0.4% | -$6.51K | 0.31% | 98 |
|
|
2020
Q4 | $1.62M | Hold |
4,259
| – | – | 0.31% | 96 |
|
|
2020
Q3 | $1.39M | Hold |
4,259
| – | – | 0.3% | 94 |
|
|
2020
Q2 | $1.26M | Sell |
4,259
-25
| -0.6% | -$7.41K | 0.3% | 96 |
|
|
2020
Q1 | $985K | Sell |
4,284
-25
| -0.6% | -$5.75K | 0.26% | 107 |
|
|
2019
Q4 | $1.13M | Hold |
4,309
| – | – | 0.24% | 117 |
|
|
2019
Q3 | $1.15M | Buy |
4,309
+17
| +0.4% | +$4.52K | 0.27% | 109 |
|
|
2019
Q2 | $1.12M | Sell |
4,292
-100
| -2% | -$26.1K | 0.25% | 109 |
|
|
2019
Q1 | $1.15M | Sell |
4,392
-100
| -2% | -$26.1K | 0.26% | 107 |
|
|
2018
Q4 | $884K | Hold |
4,492
| – | – | 0.24% | 117 |
|
|
2018
Q3 | $1.02M | Hold |
4,492
| – | – | 0.23% | 123 |
|
|
2018
Q2 | $918K | Hold |
4,492
| – | – | 0.23% | 122 |
|
|
2018
Q1 | $779K | Sell |
4,492
-8
| -0.2% | -$1.39K | 0.2% | 136 |
|
|
2017
Q4 | $710K | Hold |
4,500
| – | – | 0.18% | 144 |
|
|
2017
Q3 | $639K | Hold |
4,500
| – | – | 0.19% | 143 |
|
|
2017
Q2 | $598K | Buy |
4,500
+62
| +1% | +$8.24K | 0.19% | 143 |
|
|
2017
Q1 | $515K | Hold |
4,438
| – | – | 0.16% | 154 |
|
|
2016
Q4 | $509K | Sell |
4,438
-62
| -1% | -$7.11K | 0.17% | 148 |
|
|
2016
Q3 | $495K | Sell |
4,500
-100
| -2% | -$11K | 0.17% | 145 |
|
|
2016
Q2 | $513K | Sell |
4,600
-1,250
| -21% | -$139K | 0.18% | 136 |
|
|
2016
Q1 | $608K | Sell |
5,850
-600
| -9% | -$62.4K | 0.23% | 119 |
|
|
2015
Q4 | $623K | Sell |
6,450
-800
| -11% | -$77.3K | 0.23% | 119 |
|
|
2015
Q3 | $643K | Sell |
7,250
-300
| -4% | -$26.6K | 0.25% | 110 |
|
|
2015
Q2 | $760K | Hold |
7,550
| – | – | 0.26% | 109 |
|
|
2015
Q1 | $732K | Hold |
7,550
| – | – | 0.24% | 120 |
|
|
2014
Q4 | $696K | Hold |
7,550
| – | – | 0.23% | 126 |
|
|
2014
Q3 | $662K | Hold |
7,550
| – | – | 0.23% | 132 |
|
|
2014
Q2 | $608K | Hold |
7,550
| – | – | 0.2% | 139 |
|
|
2014
Q1 | $587K | Sell |
7,550
-700
| -8% | -$54.4K | 0.21% | 136 |
|
|
2013
Q4 | $630K | Hold |
8,250
| – | – | 0.23% | 126 |
|
|
2013
Q3 | $547K | Sell |
8,250
-4,000
| -33% | -$265K | 0.22% | 130 |
|
|
2013
Q2 | $748K | Buy |
+12,250
| New | +$748K | 0.29% | 103 |
|