Eagle Ridge Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $367K | Hold |
584
| – | – | 0.03% | 111 |
|
|
2024
Q3 | $363K | Buy |
584
+9
| +2% | +$5.59K | 0.03% | 111 |
|
|
2024
Q2 | $378K | Hold |
575
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $374K | Hold |
575
| – | – | 0.03% | 115 |
|
|
2023
Q4 | $359K | Hold |
575
| – | – | 0.04% | 113 |
|
|
2023
Q3 | $294K | Sell |
575
-2
| -0.3% | -$1.02K | 0.03% | 123 |
|
|
2023
Q2 | $264K | Buy |
577
+2
| +0.3% | +$916 | 0.03% | 133 |
|
|
2023
Q1 | $256K | Sell |
575
-1
| -0.2% | -$446 | 0.03% | 138 |
|
|
2022
Q4 | $224K | Buy |
576
+1
| +0.2% | +$389 | 0.03% | 145 |
|
|
2022
Q3 | $223K | Hold |
575
| – | – | 0.03% | 136 |
|
|
2022
Q2 | $222K | Buy |
+575
| New | +$222K | 0.03% | 143 |
|
|
2018
Q4 | – | Sell |
-959
| Closed | -$218K | – | 166 |
|
|
2018
Q3 | $218K | Buy |
+959
| New | +$218K | 0.03% | 161 |
|