Everence Capital Management’s Intuit INTU Stock Holding History

Everence Capital Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.15M	Hold	6,540	–	–	0.33%	48
2025 Q1	$4.02M	Sell	6,540 -770	-11%	-$473K	0.27%	65
2024 Q4	$4.59M	Sell	7,310 -1,240	-15%	-$779K	0.3%	53
2024 Q3	$5.31M	Sell	8,550 -950	-10%	-$590K	0.34%	47
2024 Q2	$5.94K	Hold	9,500	–	–	0.41%	43
2024 Q1	$6.18K	Buy	9,500 +670	+8%	+$436	0.41%	42
2023 Q4	$5.52M	Buy	8,830 +2,700	+44%	+$1.69M	0.39%	41
2023 Q3	$3.13K	Hold	6,130	–	–	0.24%	79
2023 Q2	$2.57M	Hold	6,130	–	–	0.21%	92
2023 Q1	$2.73K	Hold	6,130	–	–	0.22%	89
2022 Q4	$2.39K	Buy	6,130 +540	+10%	+$210	0.21%	100
2022 Q3	$2.17M	Sell	5,590 -5,060	-48%	-$1.96M	0.2%	91
2022 Q2	$4.11M	Sell	10,650 -2,340	-18%	-$902K	0.37%	53
2022 Q1	$6.25M	Buy	12,990 +4,210	+48%	+$2.02M	0.48%	36
2021 Q4	$5.65M	Buy	8,780 +780	+10%	+$502K	0.42%	41
2021 Q3	$4.32M	Hold	8,000	–	–	0.35%	49
2021 Q2	$3.92M	Hold	8,000	–	–	0.32%	54
2021 Q1	$3.06M	Buy	8,000 +810	+11%	+$310K	0.28%	63
2020 Q4	$2.73M	Buy	7,190 +790	+12%	+$300K	0.27%	63
2020 Q3	$2.09M	Hold	6,400	–	–	0.23%	75
2020 Q2	$1.86M	Hold	6,400	–	–	0.22%	82
2020 Q1	$1.47M	Hold	6,400	–	–	0.21%	82
2019 Q4	$1.68M	Hold	6,400	–	–	0.25%	84
2019 Q3	$1.7M	Hold	6,400	–	–	0.28%	84
2019 Q2	$1.67M	Hold	6,400	–	–	0.28%	85
2019 Q1	$1.67M	Buy	6,400 +1,236	+24%	+$323K	0.29%	77
2018 Q4	$1.02M	Hold	5,164	–	–	0.24%	108
2018 Q3	$1.17M	Hold	5,164	–	–	0.23%	108
2018 Q2	$1.06M	Hold	5,164	–	–	0.22%	119
2018 Q1	$895K	Hold	5,164	–	–	0.2%	135
2017 Q4	$815K	Hold	5,164	–	–	0.18%	142
2017 Q3	$734K	Hold	5,164	–	–	0.17%	164
2017 Q2	$686K	Hold	5,164	–	–	0.17%	167
2017 Q1	$599K	Hold	5,164	–	–	0.16%	176
2016 Q4	$592K	Sell	5,164 -1,719	-25%	-$197K	0.17%	167
2016 Q3	$757K	Hold	6,883	–	–	0.22%	134
2016 Q2	$768K	Hold	6,883	–	–	0.24%	120
2016 Q1	$716K	Hold	6,883	–	–	0.22%	135
2015 Q4	$664K	Hold	6,883	–	–	0.22%	139
2015 Q3	$611K	Hold	6,883	–	–	0.21%	144
2015 Q2	$694K	Hold	6,883	–	–	0.22%	139
2015 Q1	$672K	Hold	6,883	–	–	0.23%	137
2014 Q4	$635K	Hold	6,883	–	–	0.22%	138
2014 Q3	$573K	Hold	6,883	–	–	0.21%	148
2014 Q2	$554K	Hold	6,883	–	–	0.21%	148
2014 Q1	$535K	Hold	6,883	–	–	0.21%	150
2013 Q4	$525K	Hold	6,883	–	–	0.21%	146
2013 Q3	$456K	Hold	6,883	–	–	0.2%	147
2013 Q2	$420K	Buy	+6,883	New	+$420K	0.19%	152