Freestone Capital Holdings’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
1,711
-727
| -30% | -$573K | 0.05% | 201 |
|
|
2025
Q1 | $1.5M | Sell |
2,438
-244
| -9% | -$150K | 0.06% | 185 |
|
|
2024
Q4 | $1.69M | Buy |
2,682
+1,039
| +63% | +$653K | 0.06% | 173 |
|
|
2024
Q3 | $1.02M | Sell |
1,643
-111
| -6% | -$68.9K | 0.04% | 212 |
|
|
2024
Q2 | $1.15M | Sell |
1,754
-1,756
| -50% | -$1.15M | 0.04% | 198 |
|
|
2024
Q1 | $2.28M | Buy |
3,510
+2,415
| +221% | +$1.57M | 0.09% | 159 |
|
|
2023
Q4 | $684K | Buy |
1,095
+174
| +19% | +$109K | 0.03% | 239 |
|
|
2023
Q3 | $471K | Sell |
921
-67
| -7% | -$34.2K | 0.02% | 247 |
|
|
2023
Q2 | $453K | Buy |
988
+462
| +88% | +$212K | 0.02% | 263 |
|
|
2023
Q1 | $235K | Sell |
526
-32
| -6% | -$14.3K | 0.01% | 316 |
|
|
2022
Q4 | $217K | Sell |
558
-15
| -3% | -$5.84K | 0.01% | 329 |
|
|
2022
Q3 | $222K | Sell |
573
-710
| -55% | -$275K | 0.01% | 332 |
|
|
2022
Q2 | $495K | Sell |
1,283
-942
| -42% | -$363K | 0.02% | 265 |
|
|
2022
Q1 | $1.07M | Buy |
2,225
+665
| +43% | +$320K | 0.04% | 244 |
|
|
2021
Q4 | $1M | Buy |
1,560
+379
| +32% | +$244K | 0.04% | 235 |
|
|
2021
Q3 | $637K | Buy |
1,181
+264
| +29% | +$142K | 0.03% | 259 |
|
|
2021
Q2 | $449K | Buy |
917
+5
| +0.5% | +$2.45K | 0.02% | 284 |
|
|
2021
Q1 | $349K | Buy |
912
+270
| +42% | +$103K | 0.02% | 303 |
|
|
2020
Q4 | $244K | Buy |
642
+151
| +31% | +$57.4K | 0.01% | 321 |
|
|
2020
Q3 | $160K | Buy |
+491
| New | +$160K | 0.01% | 352 |
|
|
2019
Q1 | – | Sell |
-1,277
| Closed | -$251K | – | 380 |
|
|
2018
Q4 | $251K | Buy |
+1,277
| New | +$251K | 0.02% | 366 |
|