Gilbert & Cook’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
+583
| New | +$459K | 0.06% | 149 |
|
|
2023
Q3 | – | Sell |
-662
| Closed | -$303K | – | 227 |
|
|
2023
Q2 | $303K | Sell |
662
-318
| -32% | -$146K | 0.05% | 167 |
|
|
2023
Q1 | $437K | Hold |
980
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $381K | Sell |
980
-332
| -25% | -$129K | 0.07% | 130 |
|
|
2022
Q3 | $505K | Buy |
1,312
+26
| +2% | +$10K | 0.11% | 101 |
|
|
2022
Q2 | $496K | Sell |
1,286
-386
| -23% | -$149K | 0.09% | 97 |
|
|
2022
Q1 | $804K | Buy |
1,672
+82
| +5% | +$39.4K | 0.13% | 61 |
|
|
2021
Q4 | $1.02M | Buy |
1,590
+95
| +6% | +$61.1K | 0.16% | 47 |
|
|
2021
Q3 | $807K | Buy |
1,495
+56
| +4% | +$30.2K | 0.14% | 58 |
|
|
2021
Q2 | $705K | Sell |
1,439
-703
| -33% | -$344K | 0.13% | 65 |
|
|
2021
Q1 | $821K | Buy |
2,142
+332
| +18% | +$127K | 0.16% | 52 |
|
|
2020
Q4 | $686K | Sell |
1,810
-122
| -6% | -$46.2K | 0.15% | 54 |
|
|
2020
Q3 | $630K | Buy |
1,932
+69
| +4% | +$22.5K | 0.15% | 52 |
|
|
2020
Q2 | $552K | Buy |
1,863
+191
| +11% | +$56.6K | 0.14% | 55 |
|
|
2020
Q1 | $385K | Buy |
1,672
+51
| +3% | +$11.7K | 0.11% | 67 |
|
|
2019
Q4 | $425K | Buy |
1,621
+390
| +32% | +$102K | 0.1% | 71 |
|
|
2019
Q3 | $327K | Buy |
1,231
+396
| +47% | +$105K | 0.09% | 82 |
|
|
2019
Q2 | $218K | Sell |
835
-2
| -0.2% | -$522 | 0.06% | 102 |
|
|
2019
Q1 | $219K | Buy |
+837
| New | +$219K | 0.07% | 97 |
|
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$208K | – | 99 |
|
|
2018
Q1 | $208K | Buy |
+1,200
| New | +$208K | 0.07% | 86 |
|