Gemmer Asset Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $624K | Sell |
2,392
-212
| -8% | -$73.8K | 0.04% | 104 |
|
|
2026
Q1 | $1.13M | Buy |
2,604
+84
| +3% | +$40.1K | 0.09% | 76 |
|
|
2025
Q4 | $1.67M | Buy |
2,520
+2,152
| +585% | +$1.42M | 0.13% | 64 |
|
|
2025
Q3 | $251K | Hold |
368
| – | – | 0.02% | 146 |
|
|
2025
Q2 | $290K | Sell |
368
-25
| -6% | -$16.9K | 0.03% | 132 |
|
|
2025
Q1 | $241K | Sell |
393
-87
| -18% | -$52.2K | 0.02% | 136 |
|
|
2024
Q4 | $302K | Hold |
480
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $298K | Buy |
480
+32
| +7% | +$20.4K | 0.03% | 118 |
|
|
2024
Q2 | $294K | Buy |
448
+16
| +4% | +$9.92K | 0.03% | 111 |
|
|
2024
Q1 | $281K | Sell |
432
-31
| -7% | -$19.8K | 0.03% | 109 |
|
|
2023
Q4 | $289K | Hold |
463
| – | – | 0.04% | 102 |
|
|
2023
Q3 | $237K | Buy |
+463
| New | +$234K | 0.03% | 113 |
|
|
2022
Q2 | – | Sell |
-145
| Closed | -$69K | – | 594 |
|
|
2022
Q1 | $69K | Buy |
145
+1
| +0.7% | +$512 | 0.01% | 212 |
|
|
2021
Q4 | $93K | Hold |
144
| – | – | 0.01% | 184 |
|
|
2021
Q3 | $78K | Hold |
144
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $71K | Buy |
144
+5
| +4% | +$2.17K | 0.01% | 216 |
|
|
2021
Q1 | $53K | Sell |
139
-125
| -47% | -$48.1K | 0.01% | 233 |
|
|
2020
Q4 | $100K | Sell |
264
-15
| -5% | -$5.27K | 0.02% | 145 |
|
|
2020
Q3 | $91K | Buy |
279
+1
| +0.4% | +$313 | 0.02% | 136 |
|
|
2020
Q2 | $82K | Sell |
278
-23
| -8% | -$6.31K | 0.02% | 145 |
|
|
2020
Q1 | $69K | Buy |
301
+12
| +4% | +$3.25K | 0.02% | 140 |
|
|
2019
Q4 | $76K | Buy |
289
+11
| +4% | +$2.88K | 0.02% | 150 |
|
|
2019
Q3 | $74K | Buy |
278
+1
| +0.4% | +$275 | 0.02% | 150 |
|
|
2019
Q2 | $72K | Hold |
277
| – | – | 0.02% | 151 |
|
|
2019
Q1 | $72K | Hold |
277
| – | – | 0.02% | 149 |
|
|
2018
Q4 | $54K | Buy |
277
+1
| +0.4% | +$208 | 0.02% | 168 |
|
|
2018
Q3 | $63K | Hold |
276
| – | – | 0.02% | 156 |
|
|
2018
Q2 | $56K | Hold |
276
| – | – | 0.02% | 165 |
|
|
2018
Q1 | $48K | Hold |
276
| – | – | 0.02% | 192 |
|
|
2017
Q4 | $43K | Buy |
276
+1
| +0.4% | +$152 | 0.01% | 212 |
|
|
2017
Q3 | $39K | Hold |
275
| – | – | 0.01% | 212 |
|
|
2017
Q2 | $37K | Hold |
275
| – | – | 0.02% | 222 |
|
|
2017
Q1 | $32K | Sell |
275
-134
| -33% | -$16.1K | 0.01% | 231 |
|
|
2016
Q4 | $47K | Buy |
409
+1
| +0.2% | +$112 | 0.02% | 174 |
|
|
2016
Q3 | $45K | Buy |
408
+1
| +0.2% | +$112 | 0.02% | 179 |
|
|
2016
Q2 | $45K | Buy |
407
+1
| +0.2% | +$105 | 0.02% | 177 |
|
|
2016
Q1 | $42K | Buy |
406
+267
| +192% | +$25.8K | 0.02% | 181 |
|
|
2015
Q4 | $13K | Hold |
139
| – | – | 0.01% | 448 |
|
|
2015
Q3 | $12K | Hold |
139
| – | – | 0.01% | 488 |
|
|
2015
Q2 | $14K | Hold |
139
| – | – | 0.01% | 448 |
|
|
2015
Q1 | $13K | Hold |
139
| – | – | 0.01% | 495 |
|
|
2014
Q4 | $13K | Hold |
139
| – | – | 0.01% | 472 |
|
|
2014
Q3 | $12K | Hold |
139
| – | – | 0.01% | 485 |
|
|
2014
Q2 | $11K | Hold |
139
| – | – | 0.01% | 550 |
|
|
2014
Q1 | $11K | Buy |
+139
| New | +$10.6K | 0.01% | 536 |
|
Other funds holding INTU
LT
NONA
WAM
YIH
DLA
