Ferguson Wellman 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 | $10.8M | Sell |
13,691
-137
| -1% | -$108K | 0.19% | 70 |
|
|
2025
Q1 | $8.49M | Sell |
13,828
-587
| -4% | -$360K | 0.16% | 79 |
|
|
2024
Q4 | $9.06M | Sell |
14,415
-42
| -0.3% | -$26.4K | 0.17% | 78 |
|
|
2024
Q3 | $8.98M | Sell |
14,457
-434
| -3% | -$270K | 0.17% | 81 |
|
|
2024
Q2 | $9.79M | Sell |
14,891
-366
| -2% | -$241K | 0.2% | 80 |
|
|
2024
Q1 | $9.92M | Sell |
15,257
-111
| -0.7% | -$72.2K | 0.2% | 76 |
|
|
2023
Q4 | $9.61M | Buy |
15,368
+3
| +0% | +$1.88K | 0.22% | 75 |
|
|
2023
Q3 | $7.85M | Sell |
15,365
-38
| -0.2% | -$19.4K | 0.19% | 83 |
|
|
2023
Q2 | $7.06M | Sell |
15,403
-1
| -0% | -$458 | 0.17% | 88 |
|
|
2023
Q1 | $6.87M | Sell |
15,404
-782
| -5% | -$349K | 0.17% | 87 |
|
|
2022
Q4 | $6.3M | Buy |
16,186
+800
| +5% | +$311K | 0.16% | 94 |
|
|
2022
Q3 | $5.96M | Buy |
15,386
+43
| +0.3% | +$16.7K | 0.23% | 71 |
|
|
2022
Q2 | $5.91M | Sell |
15,343
-157
| -1% | -$60.5K | 0.22% | 78 |
|
|
2022
Q1 | $7.45M | Sell |
15,500
-1
| -0% | -$481 | 0.23% | 77 |
|
|
2021
Q4 | $9.97M | Sell |
15,501
-326
| -2% | -$210K | 0.29% | 67 |
|
|
2021
Q3 | $8.54M | Sell |
15,827
-5
| -0% | -$2.7K | 0.28% | 72 |
|
|
2021
Q2 | $7.76M | Sell |
15,832
-297
| -2% | -$146K | 0.25% | 74 |
|
|
2021
Q1 | $6.18M | Sell |
16,129
-1,023
| -6% | -$392K | 0.21% | 79 |
|
|
2020
Q4 | $6.52M | Hold |
17,152
| – | – | 0.16% | 122 |
|
|
2020
Q3 | $5.6M | Sell |
17,152
-300
| -2% | -$97.9K | 0.15% | 115 |
|
|
2020
Q2 | $5.17M | Sell |
17,452
-250
| -1% | -$74K | 0.16% | 114 |
|
|
2020
Q1 | $4.07M | Hold |
17,702
| – | – | 0.15% | 119 |
|
|
2019
Q4 | $4.64M | Sell |
17,702
-424
| -2% | -$111K | 0.14% | 129 |
|
|
2019
Q3 | $4.82M | Hold |
18,126
| – | – | 0.15% | 116 |
|
|
2019
Q2 | $4.74M | Sell |
18,126
-130
| -0.7% | -$34K | 0.16% | 114 |
|
|
2019
Q1 | $4.77M | Buy |
18,256
+875
| +5% | +$229K | 0.16% | 116 |
|
|
2018
Q4 | $3.42M | Sell |
17,381
-20
| -0.1% | -$3.94K | 0.13% | 136 |
|
|
2018
Q3 | $3.96M | Sell |
17,401
-79
| -0.5% | -$18K | 0.13% | 132 |
|
|
2018
Q2 | $3.57M | Sell |
17,480
-20
| -0.1% | -$4.09K | 0.12% | 139 |
|
|
2018
Q1 | $3.03M | Sell |
17,500
-470
| -3% | -$81.5K | 0.11% | 151 |
|
|
2017
Q4 | $2.84M | Sell |
17,970
-550
| -3% | -$86.8K | 0.1% | 151 |
|
|
2017
Q3 | $2.63M | Sell |
18,520
-345
| -2% | -$49K | 0.1% | 148 |
|
|
2017
Q2 | $2.51M | Sell |
18,865
-545
| -3% | -$72.4K | 0.09% | 146 |
|
|
2017
Q1 | $2.25M | Sell |
19,410
-1,805
| -9% | -$209K | 0.09% | 152 |
|
|
2016
Q4 | $2.43M | Sell |
21,215
-9,510
| -31% | -$1.09M | 0.1% | 147 |
|
|
2016
Q3 | $3.38M | Sell |
30,725
-109,149
| -78% | -$12M | 0.14% | 124 |
|
|
2016
Q2 | $15.6M | Buy |
139,874
+1,955
| +1% | +$218K | 0.66% | 54 |
|
|
2016
Q1 | $14.3M | Buy |
137,919
+119,320
| +642% | +$12.4M | 0.61% | 55 |
|
|
2015
Q4 | $1.8M | Sell |
18,599
-371
| -2% | -$35.8K | 0.07% | 173 |
|
|
2015
Q3 | $1.68M | Hold |
18,970
| – | – | 0.07% | 169 |
|
|
2015
Q2 | $1.91M | Sell |
18,970
-680
| -3% | -$68.5K | 0.08% | 176 |
|
|
2015
Q1 | $1.91M | Sell |
19,650
-535
| -3% | -$51.9K | 0.08% | 174 |
|
|
2014
Q4 | $1.86M | Sell |
20,185
-600
| -3% | -$55.3K | 0.07% | 176 |
|
|
2014
Q3 | $1.82M | Sell |
20,785
-200
| -1% | -$17.5K | 0.08% | 169 |
|
|
2014
Q2 | $1.69M | Sell |
20,985
-290
| -1% | -$23.4K | 0.07% | 176 |
|
|
2014
Q1 | $1.65M | Sell |
21,275
-1,245
| -6% | -$96.8K | 0.07% | 173 |
|
|
2013
Q4 | $1.72M | Sell |
22,520
-299,367
| -93% | -$22.9M | 0.08% | 163 |
|
|
2013
Q3 | $21.3M | Sell |
321,887
-145,246
| -31% | -$9.63M | 1.06% | 33 |
|
|
2013
Q2 | $28.5M | Buy |
+467,133
| New | +$28.5M | 2.2% | 9 |
|