Evercore Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Hold |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $622K | Hold |
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|
2024
Q2 | $658K | Sell |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $683K | Buy |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $358K | Hold |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $599K | Sell |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $516K | Sell |
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|
2020
Q4 | $525K | Sell |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $418K | Sell |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $645K | Buy |
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|
2019
Q3 | $538K | Buy |
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|
2019
Q2 | $490K | Sell |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $242K | Sell |
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|
2017
Q4 | $225K | Sell |
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|
2017
Q3 | $212K | Hold |
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|
2017
Q2 | $198K | Buy |
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|
2017
Q1 | $161K | Sell |
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|
2016
Q4 | $162K | Sell |
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|
2016
Q3 | $166K | Hold |
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|
2016
Q2 | $169K | Sell |
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|
2016
Q1 | $192K | Buy |
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|
2015
Q4 | $153K | Buy |
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|
2015
Q3 | $131K | Hold |
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|
2015
Q2 | $148K | Hold |
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|
2015
Q1 | $143K | Sell |
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|
2014
Q4 | $139K | Buy |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $32K | Sell |
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|
2014
Q1 | $47K | Hold |
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|
2013
Q4 | $46K | Hold |
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|
2013
Q3 | $40K | Hold |
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|
2013
Q2 | $37K | Buy |
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