Godshalk Welsh Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.92M | Sell |
7,515
-215
| -3% | -$169K | 3.65% | 4 |
|
2025
Q1 | $4.75M | Sell |
7,730
-77
| -1% | -$47.3K | 3.1% | 5 |
|
2024
Q4 | $4.91M | Sell |
7,807
-153
| -2% | -$96.2K | 3.17% | 5 |
|
2024
Q3 | $4.94M | Sell |
7,960
-140
| -2% | -$86.9K | 3.12% | 5 |
|
2024
Q2 | $5.32M | Buy |
8,100
+20
| +0.2% | +$13.1K | 3.55% | 4 |
|
2024
Q1 | $5.25M | Sell |
8,080
-45
| -0.6% | -$29.3K | 3.53% | 3 |
|
2023
Q4 | $5.08M | Sell |
8,125
-600
| -7% | -$375K | 3.65% | 3 |
|
2023
Q3 | $4.46M | Sell |
8,725
-475
| -5% | -$243K | 3.37% | 3 |
|
2023
Q2 | $4.22M | Sell |
9,200
-175
| -2% | -$80.2K | 2.9% | 4 |
|
2023
Q1 | $4.18M | Sell |
9,375
-135
| -1% | -$60.2K | 2.95% | 3 |
|
2022
Q4 | $3.7M | Sell |
9,510
-285
| -3% | -$111K | 2.7% | 4 |
|
2022
Q3 | $3.79M | Sell |
9,795
-100
| -1% | -$38.7K | 2.8% | 4 |
|
2022
Q2 | $3.81M | Sell |
9,895
-170
| -2% | -$65.5K | 2.74% | 5 |
|
2022
Q1 | $4.84M | Sell |
10,065
-130
| -1% | -$62.5K | 2.97% | 4 |
|
2021
Q4 | $6.56M | Sell |
10,195
-440
| -4% | -$283K | 3.73% | 3 |
|
2021
Q3 | $5.74M | Sell |
10,635
-30
| -0.3% | -$16.2K | 3.58% | 3 |
|
2021
Q2 | $5.56M | Sell |
10,665
-50
| -0.5% | -$26.1K | 3.44% | 4 |
|
2021
Q1 | $4.1M | Sell |
10,715
-125
| -1% | -$47.9K | 2.86% | 4 |
|
2020
Q4 | $4.12M | Sell |
10,840
-15
| -0.1% | -$5.7K | 3.04% | 4 |
|
2020
Q3 | $3.54M | Sell |
10,855
-60
| -0.5% | -$19.6K | 2.99% | 4 |
|
2020
Q2 | $3.23M | Sell |
10,915
-435
| -4% | -$129K | 3.03% | 4 |
|
2020
Q1 | $2.61M | Sell |
11,350
-250
| -2% | -$57.5K | 2.84% | 4 |
|
2019
Q4 | $3.04M | Sell |
11,600
-50
| -0.4% | -$13.1K | 2.5% | 4 |
|
2019
Q3 | $3.1M | Sell |
11,650
-50
| -0.4% | -$13.3K | 2.74% | 4 |
|
2019
Q2 | $3.06M | Sell |
11,700
-425
| -4% | -$111K | 2.83% | 3 |
|
2019
Q1 | $3.17M | Buy |
12,125
+190
| +2% | +$49.7K | 3.05% | 3 |
|
2018
Q4 | $2.35M | Sell |
11,935
-75
| -0.6% | -$14.8K | 2.63% | 4 |
|
2018
Q3 | $2.73M | Sell |
12,010
-585
| -5% | -$133K | 2.66% | 4 |
|
2018
Q2 | $2.57M | Sell |
12,595
-100
| -0.8% | -$20.4K | 2.69% | 4 |
|
2018
Q1 | $2.2M | Hold |
12,695
| – | – | 2.37% | 5 |
|
2017
Q4 | $2M | Hold |
12,695
| – | – | 2.03% | 7 |
|
2017
Q3 | $1.8M | Sell |
12,695
-1,000
| -7% | -$142K | 1.81% | 10 |
|
2017
Q2 | $1.82M | Sell |
13,695
-200
| -1% | -$26.6K | 1.81% | 10 |
|
2017
Q1 | $1.61M | Hold |
13,895
| – | – | 1.58% | 16 |
|
2016
Q4 | $1.59M | Sell |
13,895
-400
| -3% | -$45.9K | 1.63% | 14 |
|
2016
Q3 | $1.57M | Sell |
14,295
-350
| -2% | -$38.5K | 1.62% | 13 |
|
2016
Q2 | $1.64M | Sell |
14,645
-600
| -4% | -$67K | 1.72% | 12 |
|
2016
Q1 | $1.59M | Buy |
15,245
+200
| +1% | +$20.8K | 1.64% | 15 |
|
2015
Q4 | $1.45M | Hold |
15,045
| – | – | 1.51% | 14 |
|
2015
Q3 | $1.34M | Sell |
15,045
-75
| -0.5% | -$6.66K | 1.46% | 14 |
|
2015
Q2 | $1.52M | Sell |
15,120
-450
| -3% | -$45.4K | 1.55% | 11 |
|
2015
Q1 | $1.51M | Hold |
15,570
| – | – | 1.54% | 12 |
|
2014
Q4 | $1.44M | Buy |
+15,570
| New | +$1.44M | 1.31% | 14 |
|