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Fulcrum Capital’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.76M Buy
12,387
+195
+2% +$154K 2.06% 17
2025
Q1
$7.49M Sell
12,192
-752
-6% -$462K 1.66% 21
2024
Q4
$8.14M Buy
12,944
+138
+1% +$86.7K 1.7% 20
2024
Q3
$7.95M Buy
12,806
+72
+0.6% +$44.7K 1.73% 22
2024
Q2
$8.37M Buy
12,734
+186
+1% +$122K 1.91% 18
2024
Q1
$8.16M Sell
12,548
-119
-0.9% -$77.4K 1.94% 18
2023
Q4
$7.92M Sell
12,667
-1,106
-8% -$691K 2.05% 19
2023
Q3
$7.04M Sell
13,773
-295
-2% -$151K 2.04% 17
2023
Q2
$6.45M Sell
14,068
-592
-4% -$271K 1.7% 22
2023
Q1
$6.54M Buy
14,660
+923
+7% +$412K 1.76% 21
2022
Q4
$5.35M Buy
13,737
+874
+7% +$340K 1.55% 28
2022
Q3
$4.98M Sell
12,863
-336
-3% -$130K 1.48% 30
2022
Q2
$5.09M Buy
+13,199
New +$5.09M 1.6% 23