Evanson Asset 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 | $1.31M | Hold |
1,663
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $1.02M | Sell |
1,663
-86
| -5% | -$52.8K | 0.07% | 122 |
|
|
2024
Q4 | $1.1M | Hold |
1,749
| – | – | 0.08% | 115 |
|
|
2024
Q3 | $1.09M | Sell |
1,749
-88
| -5% | -$54.6K | 0.08% | 113 |
|
|
2024
Q2 | $1.21M | Buy |
1,837
+8
| +0.4% | +$5.26K | 0.09% | 103 |
|
|
2024
Q1 | $1.19M | Hold |
1,829
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $1.14M | Hold |
1,829
| – | – | 0.09% | 96 |
|
|
2023
Q3 | $935K | Hold |
1,829
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $838K | Hold |
1,829
| – | – | 0.08% | 118 |
|
|
2023
Q1 | $815K | Hold |
1,829
| – | – | 0.08% | 115 |
|
|
2022
Q4 | $712K | Sell |
1,829
-76
| -4% | -$29.6K | 0.08% | 118 |
|
|
2022
Q3 | $738K | Hold |
1,905
| – | – | 0.09% | 108 |
|
|
2022
Q2 | $734K | Sell |
1,905
-8
| -0.4% | -$3.08K | 0.08% | 112 |
|
|
2022
Q1 | $920K | Buy |
1,913
+8
| +0.4% | +$3.85K | 0.09% | 102 |
|
|
2021
Q4 | $1.23M | Sell |
1,905
-1
| -0.1% | -$643 | 0.11% | 87 |
|
|
2021
Q3 | $937K | Hold |
1,906
| – | – | 0.1% | 100 |
|
|
2021
Q2 | $934K | Buy |
1,906
+200
| +12% | +$98K | 0.1% | 98 |
|
|
2021
Q1 | $654K | Buy |
1,706
+1
| +0.1% | +$383 | 0.1% | 133 |
|
|
2020
Q4 | $648K | Hold |
1,705
| – | – | 0.1% | 126 |
|
|
2020
Q3 | $556K | Sell |
1,705
-200
| -10% | -$65.2K | 0.1% | 119 |
|
|
2020
Q2 | $564K | Hold |
1,905
| – | – | 0.11% | 111 |
|
|
2020
Q1 | $438K | Buy |
1,905
+795
| +72% | +$183K | 0.1% | 119 |
|
|
2019
Q4 | $291K | Hold |
1,110
| – | – | 0.06% | 188 |
|
|
2019
Q3 | $295K | Hold |
1,110
| – | – | 0.06% | 181 |
|
|
2019
Q2 | $290K | Buy |
1,110
+200
| +22% | +$52.3K | 0.06% | 186 |
|
|
2019
Q1 | $238K | Sell |
910
-800
| -47% | -$209K | 0.05% | 210 |
|
|
2018
Q4 | $337K | Buy |
1,710
+108
| +7% | +$21.3K | 0.08% | 154 |
|
|
2018
Q3 | $364K | Hold |
1,602
| – | – | 0.07% | 161 |
|
|
2018
Q2 | $327K | Hold |
1,602
| – | – | 0.06% | 181 |
|
|
2018
Q1 | $278K | Hold |
1,602
| – | – | 0.06% | 201 |
|
|
2017
Q4 | $253K | Hold |
1,602
| – | – | 0.05% | 215 |
|
|
2017
Q3 | $228K | Buy |
+1,602
| New | +$228K | 0.05% | 206 |
|