Edgestream Partners’s Intuit INTU Stock Holding History

Edgestream Partners’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.17M	Buy	2,755 +252	+10%	+$198K	0.06%	516
2025 Q1	$1.54M	Buy	2,503 +205	+9%	+$126K	0.05%	536
2024 Q4	$1.44M	Buy	2,298 +671	+41%	+$422K	0.06%	481
2024 Q3	$1.01M	Buy	1,627 +1,152	+243%	+$715K	0.04%	567
2024 Q2	$312K	Sell	475 -3,631	-88%	-$2.39M	0.02%	741
2024 Q1	$2.67M	Buy	4,106 +1,722	+72%	+$1.12M	0.13%	266
2023 Q4	$1.49M	Sell	2,384 -77	-3%	-$48.1K	0.11%	318
2023 Q3	$1.26M	Sell	2,461 -2,382	-49%	-$1.22M	0.1%	327
2023 Q2	$2.22M	Buy	+4,843	New	+$2.22M	0.2%	156
2023 Q1	–	Sell	-934	Closed	-$364K	–	601
2022 Q4	$364K	Sell	934 -843	-47%	-$328K	0.04%	412
2022 Q3	$688K	Sell	1,777 -3,755	-68%	-$1.45M	0.05%	319
2022 Q2	$2.13M	Sell	5,532 -4,123	-43%	-$1.59M	0.17%	190
2022 Q1	$4.64M	Buy	9,655 +9,241	+2,232%	+$4.44M	0.37%	76
2021 Q4	$266K	Buy	+414	New	+$266K	0.02%	445
2021 Q3	–	Sell	-1,711	Closed	-$839K	–	538
2021 Q2	$839K	Buy	+1,711	New	+$839K	0.05%	311
2020 Q4	–	Sell	-3,522	Closed	-$1.15M	–	388
2020 Q3	$1.15M	Sell	3,522 -5,500	-61%	-$1.79M	0.07%	215
2020 Q2	$2.67M	Buy	+9,022	New	+$2.67M	0.14%	171
2020 Q1	–	Sell	-10,575	Closed	-$2.77M	–	336
2019 Q4	$2.77M	Buy	10,575 +3,780	+56%	+$990K	0.14%	172
2019 Q3	$1.81M	Sell	6,795 -27,310	-80%	-$7.26M	0.17%	141
2019 Q2	$8.91M	Buy	+34,105	New	+$8.91M	1.01%	29
2019 Q1	–	Sell	-17,393	Closed	-$3.42M	–	248
2018 Q4	$3.42M	Sell	17,393 -1,169	-6%	-$230K	0.6%	58
2018 Q3	$4.22M	Buy	+18,562	New	+$4.22M	0.72%	47
2017 Q3	–	Sell	-5,568	Closed	-$739K	–	134
2017 Q2	$739K	Sell	5,568 -8,283	-60%	-$1.1M	0.28%	59
2017 Q1	$1.61M	Buy	13,851 +10,158	+275%	+$1.18M	0.71%	31
2016 Q4	$423K	Sell	3,693 -2,398	-39%	-$275K	0.88%	38
2016 Q3	$670K	Buy	+6,091	New	+$670K	0.37%	63
2015 Q3	–	Sell	-4,198	Closed	-$423K	–	79
2015 Q2	$423K	Buy	+4,198	New	+$423K	0.29%	79