Elgethun Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
506
| – | – | 0.08% | 92 |
|
|
2025
Q1 | $311K | Sell |
506
-75
| -13% | -$46.1K | 0.07% | 102 |
|
|
2024
Q4 | $365K | Buy |
581
+75
| +15% | +$47.2K | 0.09% | 91 |
|
|
2024
Q3 | $314K | Hold |
506
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $333K | Sell |
506
-300
| -37% | -$197K | 0.08% | 91 |
|
|
2024
Q1 | $524K | Hold |
806
| – | – | 0.13% | 79 |
|
|
2023
Q4 | $504K | Hold |
806
| – | – | 0.14% | 77 |
|
|
2023
Q3 | $413K | Hold |
806
| – | – | 0.12% | 82 |
|
|
2023
Q2 | $369K | Hold |
806
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $355K | Hold |
806
| – | – | 0.11% | 90 |
|
|
2022
Q4 | $312K | Hold |
806
| – | – | 0.11% | 85 |
|
|
2022
Q3 | $312K | Hold |
806
| – | – | 0.12% | 87 |
|
|
2022
Q2 | $308K | Buy |
806
+1
| +0.1% | +$382 | 0.12% | 84 |
|
|
2022
Q1 | $387K | Buy |
805
+1
| +0.1% | +$481 | 0.13% | 83 |
|
|
2021
Q4 | $505K | Buy |
804
+1
| +0.1% | +$628 | 0.18% | 71 |
|
|
2021
Q3 | $433K | Buy |
803
+1
| +0.1% | +$539 | 0.15% | 75 |
|
|
2021
Q2 | $393K | Buy |
802
+1
| +0.1% | +$490 | 0.14% | 76 |
|
|
2021
Q1 | $307K | Buy |
801
+1
| +0.1% | +$383 | 0.12% | 81 |
|
|
2020
Q4 | $304K | Hold |
800
| – | – | 0.13% | 79 |
|
|
2020
Q3 | $261K | Hold |
800
| – | – | 0.14% | 71 |
|
|
2020
Q2 | $237K | Hold |
800
| – | – | 0.14% | 75 |
|
|
2020
Q1 | $184K | Hold |
800
| – | – | 0.1% | 86 |
|
|
2019
Q4 | $210K | Hold |
800
| – | – | 0.1% | 85 |
|
|
2019
Q3 | $214K | Hold |
800
| – | – | 0.11% | 82 |
|
|
2019
Q2 | $209K | Hold |
800
| – | – | 0.11% | 83 |
|
|
2019
Q1 | $209K | Buy |
+800
| New | +$209K | 0.12% | 83 |
|
|
2017
Q1 | – | Sell |
-800
| Closed | -$92K | – | 148 |
|
|
2016
Q4 | $92K | Buy |
+800
| New | +$92K | 0.07% | 109 |
|