Ethic Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
31,284
+2,057
| +7% | +$1.6M | 0.44% | 30 |
|
|
2025
Q1 | $17.9M | Buy |
29,227
+2,223
| +8% | +$1.36M | 0.36% | 43 |
|
|
2024
Q4 | $17M | Buy |
27,004
+3,557
| +15% | +$2.24M | 0.34% | 46 |
|
|
2024
Q3 | $15.2M | Sell |
23,447
-916
| -4% | -$595K | 0.39% | 40 |
|
|
2024
Q2 | $16M | Buy |
24,363
+916
| +4% | +$602K | 0.38% | 45 |
|
|
2024
Q1 | $15.2M | Buy |
23,447
+2,176
| +10% | +$1.41M | 0.39% | 40 |
|
|
2023
Q4 | $13.3M | Buy |
21,271
+1,413
| +7% | +$883K | 0.39% | 34 |
|
|
2023
Q3 | $10.1M | Sell |
19,858
-1,266
| -6% | -$647K | 0.36% | 48 |
|
|
2023
Q2 | $9.68M | Buy |
21,124
+1,543
| +8% | +$707K | 0.36% | 44 |
|
|
2023
Q1 | $8.73M | Buy |
19,581
+4,663
| +31% | +$2.08M | 0.35% | 49 |
|
|
2022
Q4 | $5.81M | Sell |
14,918
-2,837
| -16% | -$1.1M | 0.31% | 72 |
|
|
2022
Q3 | $6.88M | Buy |
17,755
+3,665
| +26% | +$1.42M | 0.47% | 33 |
|
|
2022
Q2 | $5.43M | Buy |
14,090
+2,246
| +19% | +$866K | 0.38% | 51 |
|
|
2022
Q1 | $5.7M | Buy |
11,844
+752
| +7% | +$362K | 0.39% | 48 |
|
|
2021
Q4 | $7.14M | Buy |
11,092
+3,142
| +40% | +$2.02M | 0.55% | 27 |
|
|
2021
Q3 | $4.29M | Buy |
7,950
+819
| +11% | +$442K | 0.44% | 41 |
|
|
2021
Q2 | $3.5M | Buy |
7,131
+2,110
| +42% | +$1.03M | 0.42% | 45 |
|
|
2021
Q1 | $1.92M | Buy |
5,021
+1,682
| +50% | +$644K | 0.34% | 65 |
|
|
2020
Q4 | $1.27M | Buy |
3,339
+626
| +23% | +$238K | 0.34% | 69 |
|
|
2020
Q3 | $885K | Buy |
2,713
+80
| +3% | +$26.1K | 0.34% | 71 |
|
|
2020
Q2 | $780K | Buy |
2,633
+624
| +31% | +$185K | 0.44% | 53 |
|
|
2020
Q1 | $462K | Buy |
2,009
+334
| +20% | +$76.8K | 0.39% | 79 |
|
|
2019
Q4 | $439K | Buy |
+1,675
| New | +$439K | 0.32% | 105 |
|