EWM
Evercore Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Hold |
979
| – | – | 0.01% | 233 |
|
|
2025
Q1 | $601K | Sell |
979
-22
| -2% | -$13.5K | 0.01% | 256 |
|
|
2024
Q4 | $629K | Hold |
1,001
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $622K | Hold |
1,001
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $658K | Sell |
1,001
-78
| -7% | -$51.3K | 0.01% | 250 |
|
|
2024
Q1 | $701K | Sell |
1,079
-14
| -1% | -$9.1K | 0.01% | 249 |
|
|
2023
Q4 | $683K | Buy |
1,093
+14
| +1% | +$8.75K | 0.01% | 253 |
|
|
2023
Q3 | $551K | Buy |
1,079
+21
| +2% | +$10.7K | 0.01% | 264 |
|
|
2023
Q2 | $485K | Sell |
1,058
-125
| -11% | -$57.3K | 0.01% | 285 |
|
|
2023
Q1 | $527K | Sell |
1,183
-481
| -29% | -$214K | 0.01% | 269 |
|
|
2022
Q4 | $648K | Buy |
1,664
+397
| +31% | +$155K | 0.01% | 250 |
|
|
2022
Q3 | $491K | Buy |
1,267
+337
| +36% | +$131K | 0.01% | 257 |
|
|
2022
Q2 | $358K | Hold |
930
| – | – | 0.01% | 296 |
|
|
2022
Q1 | $447K | Sell |
930
-1
| -0.1% | -$481 | 0.01% | 297 |
|
|
2021
Q4 | $599K | Sell |
931
-37
| -4% | -$23.8K | 0.01% | 267 |
|
|
2021
Q3 | $522K | Hold |
968
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $474K | Sell |
968
-379
| -28% | -$186K | 0.01% | 296 |
|
|
2021
Q1 | $516K | Sell |
1,347
-34
| -2% | -$13K | 0.01% | 287 |
|
|
2020
Q4 | $525K | Sell |
1,381
-30
| -2% | -$11.4K | 0.01% | 281 |
|
|
2020
Q3 | $460K | Sell |
1,411
-1
| -0.1% | -$326 | 0.01% | 273 |
|
|
2020
Q2 | $418K | Sell |
1,412
-137
| -9% | -$40.6K | 0.01% | 278 |
|
|
2020
Q1 | $356K | Sell |
1,549
-912
| -37% | -$210K | 0.01% | 274 |
|
|
2019
Q4 | $645K | Buy |
2,461
+437
| +22% | +$115K | 0.02% | 250 |
|
|
2019
Q3 | $538K | Buy |
2,024
+146
| +8% | +$38.8K | 0.02% | 268 |
|
|
2019
Q2 | $490K | Sell |
1,878
-1
| -0.1% | -$261 | 0.01% | 278 |
|
|
2019
Q1 | $491K | Buy |
1,879
+502
| +36% | +$131K | 0.02% | 273 |
|
|
2018
Q4 | $271K | Buy |
1,377
+35
| +3% | +$6.89K | 0.01% | 326 |
|
|
2018
Q3 | $305K | Buy |
1,342
+49
| +4% | +$11.1K | 0.01% | 343 |
|
|
2018
Q2 | $264K | Sell |
1,293
-105
| -8% | -$21.4K | 0.01% | 349 |
|
|
2018
Q1 | $242K | Sell |
1,398
-25
| -2% | -$4.33K | 0.01% | 324 |
|
|
2017
Q4 | $225K | Sell |
1,423
-73
| -5% | -$11.5K | 0.01% | 348 |
|
|
2017
Q3 | $212K | Hold |
1,496
| – | – | 0.01% | 358 |
|
|
2017
Q2 | $198K | Buy |
1,496
+105
| +8% | +$13.9K | 0.01% | 368 |
|
|
2017
Q1 | $161K | Sell |
1,391
-17
| -1% | -$1.97K | 0.01% | 402 |
|
|
2016
Q4 | $162K | Sell |
1,408
-103
| -7% | -$11.9K | 0.01% | 412 |
|
|
2016
Q3 | $166K | Hold |
1,511
| – | – | 0.01% | 411 |
|
|
2016
Q2 | $169K | Sell |
1,511
-327
| -18% | -$36.6K | 0.01% | 387 |
|
|
2016
Q1 | $192K | Buy |
1,838
+250
| +16% | +$26.1K | 0.01% | 361 |
|
|
2015
Q4 | $153K | Buy |
1,588
+120
| +8% | +$11.6K | 0.01% | 423 |
|
|
2015
Q3 | $131K | Hold |
1,468
| – | – | 0.01% | 450 |
|
|
2015
Q2 | $148K | Hold |
1,468
| – | – | 0.01% | 471 |
|
|
2015
Q1 | $143K | Sell |
1,468
-38
| -3% | -$3.7K | 0.01% | 474 |
|
|
2014
Q4 | $139K | Buy |
1,506
+1,106
| +277% | +$102K | 0.01% | 413 |
|
|
2014
Q3 | $35K | Hold |
400
| – | – | ﹤0.01% | 658 |
|
|
2014
Q2 | $32K | Sell |
400
-200
| -33% | -$16K | ﹤0.01% | 668 |
|
|
2014
Q1 | $47K | Hold |
600
| – | – | ﹤0.01% | 605 |
|
|
2013
Q4 | $46K | Hold |
600
| – | – | ﹤0.01% | 570 |
|
|
2013
Q3 | $40K | Hold |
600
| – | – | ﹤0.01% | 585 |
|
|
2013
Q2 | $37K | Buy |
+600
| New | +$37K | ﹤0.01% | 601 |
|