Edmond de Rothschild Holding’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
983
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $604K | Hold |
983
| – | – | 0.01% | 309 |
|
|
2024
Q4 | $618K | Sell |
983
-16
| -2% | -$10.1K | 0.01% | 317 |
|
|
2024
Q3 | $620K | Sell |
999
-248
| -20% | -$154K | 0.01% | 316 |
|
|
2024
Q2 | $820K | Sell |
1,247
-240
| -16% | -$158K | 0.01% | 304 |
|
|
2024
Q1 | $967K | Sell |
1,487
-229
| -13% | -$149K | 0.02% | 313 |
|
|
2023
Q4 | $1.07M | Buy |
1,716
+145
| +9% | +$90.6K | 0.02% | 304 |
|
|
2023
Q3 | $803K | Sell |
1,571
-8
| -0.5% | -$4.09K | 0.02% | 325 |
|
|
2023
Q2 | $723K | Buy |
1,579
+304
| +24% | +$139K | 0.01% | 353 |
|
|
2023
Q1 | $568K | Buy |
1,275
+744
| +140% | +$332K | 0.01% | 367 |
|
|
2022
Q4 | $207K | Sell |
531
-55
| -9% | -$21.4K | ﹤0.01% | 464 |
|
|
2022
Q3 | $227K | Hold |
586
| – | – | 0.01% | 442 |
|
|
2022
Q2 | $226K | Sell |
586
-145
| -20% | -$55.9K | 0.01% | 466 |
|
|
2022
Q1 | $351K | Hold |
731
| – | – | 0.01% | 424 |
|
|
2021
Q4 | $470K | Hold |
731
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $394K | Hold |
731
| – | – | 0.01% | 456 |
|
|
2021
Q2 | $358K | Hold |
731
| – | – | 0.01% | 467 |
|
|
2021
Q1 | $280K | Hold |
731
| – | – | 0.01% | 437 |
|
|
2020
Q4 | $278K | Hold |
731
| – | – | 0.01% | 403 |
|
|
2020
Q3 | $238K | Hold |
731
| – | – | 0.01% | 379 |
|
|
2020
Q2 | $217K | Buy |
+731
| New | +$217K | 0.01% | 362 |
|