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Gemmer Asset Management’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
368
-25
-6% -$19.7K 0.03% 132
2025
Q1
$241K Sell
393
-87
-18% -$53.4K 0.02% 136
2024
Q4
$302K Hold
480
0.03% 118
2024
Q3
$298K Buy
480
+32
+7% +$19.9K 0.03% 118
2024
Q2
$294K Buy
448
+16
+4% +$10.5K 0.03% 111
2024
Q1
$281K Sell
432
-31
-7% -$20.2K 0.03% 109
2023
Q4
$289K Hold
463
0.04% 102
2023
Q3
$237K Buy
+463
New +$237K 0.03% 113
2022
Q2
Sell
-145
Closed -$69K 595
2022
Q1
$69K Buy
145
+1
+0.7% +$476 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% +$2.47K 0.01% 216
2021
Q1
$53K Sell
139
-125
-47% -$47.7K 0.01% 233
2020
Q4
$100K Sell
264
-15
-5% -$5.68K 0.02% 145
2020
Q3
$91K Buy
279
+1
+0.4% +$326 0.02% 136
2020
Q2
$82K Sell
278
-23
-8% -$6.78K 0.02% 145
2020
Q1
$69K Buy
301
+12
+4% +$2.75K 0.02% 140
2019
Q4
$76K Buy
289
+11
+4% +$2.89K 0.02% 150
2019
Q3
$74K Buy
278
+1
+0.4% +$266 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% +$195 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% +$156 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% -$15.6K 0.01% 231
2016
Q4
$47K Buy
409
+1
+0.2% +$115 0.02% 174
2016
Q3
$45K Buy
408
+1
+0.2% +$110 0.02% 179
2016
Q2
$45K Buy
407
+1
+0.2% +$111 0.02% 177
2016
Q1
$42K Buy
406
+267
+192% +$27.6K 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 +$11K 0.01% 536