FineMark National Bank & Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.08M | Sell |
1,635
-12
| -0.7% | -$7.93K | 0.03% | 224 |
|
|
2025
Q3 | $1.12M | Buy |
1,647
+19
| +1% | +$13.7K | 0.04% | 223 |
|
|
2025
Q2 | $1.28M | Sell |
1,628
-41
| -2% | -$27.7K | 0.04% | 199 |
|
|
2025
Q1 | $1.02M | Buy |
1,669
+160
| +11% | +$96.1K | 0.04% | 209 |
|
|
2024
Q4 | $948K | Buy |
1,509
+27
| +2% | +$17.3K | 0.03% | 217 |
|
|
2024
Q3 | $920K | Sell |
1,482
-10
| -0.7% | -$6.38K | 0.03% | 219 |
|
|
2024
Q2 | $981K | Buy |
1,492
+186
| +14% | +$115K | 0.04% | 202 |
|
|
2024
Q1 | $849K | Buy |
1,306
+22
| +2% | +$14K | 0.03% | 227 |
|
|
2023
Q4 | $803K | Sell |
1,284
-85
| -6% | -$46.9K | 0.03% | 225 |
|
|
2023
Q3 | $699K | Buy |
1,369
+139
| +11% | +$70.3K | 0.03% | 233 |
|
|
2023
Q2 | $564K | Buy |
1,230
+25
| +2% | +$10.9K | 0.02% | 266 |
|
|
2023
Q1 | $537K | Buy |
1,205
+73
| +6% | +$30K | 0.02% | 262 |
|
|
2022
Q4 | $441K | Buy |
1,132
+43
| +4% | +$17.1K | 0.02% | 272 |
|
|
2022
Q3 | $422K | Buy |
1,089
+58
| +6% | +$25.1K | 0.02% | 274 |
|
|
2022
Q2 | $397K | Buy |
1,031
+60
| +6% | +$24.8K | 0.02% | 300 |
|
|
2022
Q1 | $467K | Buy |
971
+12
| +1% | +$6.14K | 0.02% | 299 |
|
|
2021
Q4 | $617K | Buy |
959
+20
| +2% | +$12.3K | 0.02% | 275 |
|
|
2021
Q3 | $507K | Sell |
939
-12
| -1% | -$6.47K | 0.02% | 283 |
|
|
2021
Q2 | $466K | Buy |
951
+2
| +0.2% | +$867 | 0.02% | 298 |
|
|
2021
Q1 | $364K | Sell |
949
-53
| -5% | -$20.4K | 0.02% | 321 |
|
|
2020
Q4 | $381K | Buy |
1,002
+95
| +10% | +$33.4K | 0.02% | 300 |
|
|
2020
Q3 | $296K | Hold |
907
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $269K | Buy |
907
+4
| +0.4% | +$1.1K | 0.01% | 308 |
|
|
2020
Q1 | $208K | Hold |
903
| – | – | 0.01% | 322 |
|
|
2019
Q4 | $237K | Hold |
903
| – | – | 0.01% | 338 |
|
|
2019
Q3 | $240K | Hold |
903
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $236K | Buy |
+903
| New | +$229K | 0.01% | 323 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$227K | – | 347 |
|
|
2018
Q3 | $227K | Sell |
1,000
-1,783
| -64% | -$383K | 0.01% | 291 |
|
|
2018
Q2 | $569K | Buy |
2,783
+78
| +3% | +$15K | 0.03% | 237 |
|
|
2018
Q1 | $469K | Hold |
2,705
| – | – | 0.03% | 254 |
|
|
2017
Q4 | $427K | Hold |
2,705
| – | – | 0.03% | 252 |
|
|
2017
Q3 | $384K | Sell |
2,705
-11
| -0.4% | -$1.52K | 0.03% | 262 |
|
|
2017
Q2 | $361K | Buy |
2,716
+11
| +0.4% | +$1.43K | 0.03% | 264 |
|
|
2017
Q1 | $314K | Hold |
2,705
| – | – | 0.02% | 281 |
|
|
2016
Q4 | $310K | Hold |
2,705
| – | – | 0.02% | 274 |
|
|
2016
Q3 | $298K | Hold |
2,705
| – | – | 0.03% | 272 |
|
|
2016
Q2 | $302K | Sell |
2,705
-800
| -23% | -$83.7K | 0.03% | 266 |
|
|
2016
Q1 | $365K | Buy |
3,505
+800
| +30% | +$77.2K | 0.04% | 239 |
|
|
2015
Q4 | $261K | Sell |
2,705
-99
| -4% | -$9.57K | 0.03% | 282 |
|
|
2015
Q3 | $249K | Buy |
2,804
+517
| +23% | +$50.2K | 0.03% | 295 |
|
|
2015
Q2 | $230K | Hold |
2,287
| – | – | 0.03% | 316 |
|
|
2015
Q1 | $222K | Sell |
2,287
-312
| -12% | -$29K | 0.03% | 328 |
|
|
2014
Q4 | $240K | Hold |
2,599
| – | – | 0.04% | 322 |
|
|
2014
Q3 | $228K | Buy |
2,599
+1,000
| +63% | +$83.1K | 0.04% | 315 |
|
|
2014
Q2 | $128K | Sell |
1,599
-350
| -18% | -$27K | 0.02% | 416 |
|
|
2014
Q1 | $152K | Buy |
1,949
+350
| +22% | +$26.7K | 0.03% | 366 |
|
|
2013
Q4 | $122K | Hold |
1,599
| – | – | 0.03% | 392 |
|
|
2013
Q3 | $106K | Hold |
1,599
| – | – | 0.03% | 407 |
|
|
2013
Q2 | $98K | Buy |
+1,599
| New | +$96.7K | 0.03% | 398 |
|
Other funds holding INTU
