E.S. Barr & 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 | $1.25M | Hold |
1,584
| – | – | 0.07% | 52 |
|
|
2025
Q1 | $973K | Sell |
1,584
-225
| -12% | -$138K | 0.06% | 55 |
|
|
2024
Q4 | $1.14M | Sell |
1,809
-6
| -0.3% | -$3.77K | 0.07% | 53 |
|
|
2024
Q3 | $1.13M | Buy |
1,815
+6
| +0.3% | +$3.73K | 0.07% | 52 |
|
|
2024
Q2 | $1.19M | Hold |
1,809
| – | – | 0.08% | 51 |
|
|
2024
Q1 | $1.18M | Sell |
1,809
-50
| -3% | -$32.5K | 0.08% | 50 |
|
|
2023
Q4 | $1.16M | Hold |
1,859
| – | – | 0.08% | 51 |
|
|
2023
Q3 | $950K | Sell |
1,859
-50
| -3% | -$25.5K | 0.07% | 53 |
|
|
2023
Q2 | $875K | Hold |
1,909
| – | – | 0.07% | 54 |
|
|
2023
Q1 | $851K | Hold |
1,909
| – | – | 0.07% | 52 |
|
|
2022
Q4 | $743K | Hold |
1,909
| – | – | 0.06% | 56 |
|
|
2022
Q3 | $739K | Hold |
1,909
| – | – | 0.07% | 56 |
|
|
2022
Q2 | $736K | Hold |
1,909
| – | – | 0.06% | 59 |
|
|
2022
Q1 | $918K | Hold |
1,909
| – | – | 0.06% | 58 |
|
|
2021
Q4 | $1.23M | Sell |
1,909
-109
| -5% | -$70.1K | 0.08% | 53 |
|
|
2021
Q3 | $1.09M | Hold |
2,018
| – | – | 0.08% | 53 |
|
|
2021
Q2 | $989K | Hold |
2,018
| – | – | 0.07% | 51 |
|
|
2021
Q1 | $773K | Buy |
2,018
+39
| +2% | +$14.9K | 0.06% | 54 |
|
|
2020
Q4 | $752K | Hold |
1,979
| – | – | 0.07% | 52 |
|
|
2020
Q3 | $646K | Hold |
1,979
| – | – | 0.06% | 52 |
|
|
2020
Q2 | $586K | Hold |
1,979
| – | – | 0.06% | 56 |
|
|
2020
Q1 | $455K | Hold |
1,979
| – | – | 0.05% | 58 |
|
|
2019
Q4 | $518K | Hold |
1,979
| – | – | 0.05% | 59 |
|
|
2019
Q3 | $526K | Hold |
1,979
| – | – | 0.05% | 58 |
|
|
2019
Q2 | $517K | Hold |
1,979
| – | – | 0.05% | 61 |
|
|
2019
Q1 | $517K | Hold |
1,979
| – | – | 0.05% | 61 |
|
|
2018
Q4 | $390K | Hold |
1,979
| – | – | 0.04% | 67 |
|
|
2018
Q3 | $450K | Hold |
1,979
| – | – | 0.04% | 67 |
|
|
2018
Q2 | $404K | Hold |
1,979
| – | – | 0.04% | 73 |
|
|
2018
Q1 | $343K | Hold |
1,979
| – | – | 0.04% | 71 |
|
|
2017
Q4 | $312K | Hold |
1,979
| – | – | 0.03% | 77 |
|
|
2017
Q3 | $281K | Hold |
1,979
| – | – | 0.03% | 75 |
|
|
2017
Q2 | $263K | Hold |
1,979
| – | – | 0.03% | 79 |
|
|
2017
Q1 | $230K | Buy |
1,979
+29
| +1% | +$3.37K | 0.03% | 81 |
|
|
2016
Q4 | $223K | Hold |
1,950
| – | – | 0.03% | 83 |
|
|
2016
Q3 | $215K | Hold |
1,950
| – | – | 0.03% | 80 |
|
|
2016
Q2 | $218K | Sell |
1,950
-125
| -6% | -$14K | 0.03% | 79 |
|
|
2016
Q1 | $216K | Sell |
2,075
-325
| -14% | -$33.8K | 0.03% | 81 |
|
|
2015
Q4 | $232K | Hold |
2,400
| – | – | 0.03% | 80 |
|
|
2015
Q3 | $213K | Hold |
2,400
| – | – | 0.03% | 78 |
|
|
2015
Q2 | $242K | Hold |
2,400
| – | – | 0.03% | 78 |
|
|
2015
Q1 | $233K | Hold |
2,400
| – | – | 0.03% | 80 |
|
|
2014
Q4 | $221K | Sell |
2,400
-250
| -9% | -$23K | 0.03% | 80 |
|
|
2014
Q3 | $232K | Hold |
2,650
| – | – | 0.03% | 84 |
|
|
2014
Q2 | $213K | Hold |
2,650
| – | – | 0.03% | 89 |
|
|
2014
Q1 | $206K | Hold |
2,650
| – | – | 0.03% | 88 |
|
|
2013
Q4 | $202K | Buy |
+2,650
| New | +$202K | 0.03% | 89 |
|