Evergreen Capital 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 | $4.05M | Buy |
5,148
+114
| +2% | +$89.8K | 0.12% | 178 |
|
|
2025
Q1 | $3.09M | Buy |
5,034
+720
| +17% | +$442K | 0.1% | 201 |
|
|
2024
Q4 | $2.71M | Sell |
4,314
-445
| -9% | -$280K | 0.09% | 215 |
|
|
2024
Q3 | $2.96M | Buy |
4,759
+428
| +10% | +$266K | 0.1% | 205 |
|
|
2024
Q2 | $2.85M | Buy |
4,331
+73
| +2% | +$48K | 0.1% | 200 |
|
|
2024
Q1 | $2.77M | Buy |
4,258
+83
| +2% | +$53.9K | 0.1% | 199 |
|
|
2023
Q4 | $2.61M | Buy |
4,175
+20
| +0.5% | +$12.5K | 0.11% | 205 |
|
|
2023
Q3 | $2.12M | Buy |
4,155
+39
| +0.9% | +$19.9K | 0.09% | 211 |
|
|
2023
Q2 | $1.89M | Buy |
4,116
+167
| +4% | +$76.5K | 0.08% | 219 |
|
|
2023
Q1 | $1.76M | Sell |
3,949
-351
| -8% | -$156K | 0.08% | 222 |
|
|
2022
Q4 | $1.67M | Buy |
4,300
+347
| +9% | +$135K | 0.08% | 226 |
|
|
2022
Q3 | $1.53M | Buy |
3,953
+1,621
| +70% | +$628K | 0.08% | 223 |
|
|
2022
Q2 | $899K | Sell |
2,332
-1,128
| -33% | -$435K | 0.05% | 260 |
|
|
2022
Q1 | $1.66M | Buy |
3,460
+73
| +2% | +$35.1K | 0.07% | 236 |
|
|
2021
Q4 | $2.18M | Buy |
3,387
+293
| +9% | +$188K | 0.09% | 212 |
|
|
2021
Q3 | $1.67M | Buy |
3,094
+1,035
| +50% | +$559K | 0.08% | 226 |
|
|
2021
Q2 | $1.01M | Buy |
2,059
+82
| +4% | +$40.2K | 0.05% | 262 |
|
|
2021
Q1 | $757K | Buy |
1,977
+353
| +22% | +$135K | 0.04% | 276 |
|
|
2020
Q4 | $617K | Buy |
+1,624
| New | +$617K | 0.04% | 267 |
|