Gofen & Glossberg’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.46M | Buy |
3,746
+359
| +11% | +$142K | 0.04% | 211 |
|
|
2022
Q3 | $1.31M | Buy |
3,387
+79
| +2% | +$34.1K | 0.04% | 211 |
|
|
2022
Q2 | $1.27M | Buy |
3,308
+169
| +5% | +$70K | 0.03% | 218 |
|
|
2022
Q1 | $1.51M | Sell |
3,139
-468
| -13% | -$240K | 0.03% | 218 |
|
|
2021
Q4 | $2.32M | Sell |
3,607
-15
| -0.4% | -$9.26K | 0.05% | 189 |
|
|
2021
Q3 | $1.95M | Sell |
3,622
-36
| -1% | -$19.4K | 0.05% | 198 |
|
|
2021
Q2 | $1.79M | Sell |
3,658
-194
| -5% | -$84.1K | 0.04% | 197 |
|
|
2021
Q1 | $1.48M | Sell |
3,852
-3,187
| -45% | -$1.23M | 0.04% | 210 |
|
|
2020
Q4 | $2.67M | Buy |
7,039
+13
| +0.2% | +$4.57K | 0.07% | 157 |
|
|
2020
Q3 | $2.29M | Sell |
7,026
-1,348
| -16% | -$422K | 0.07% | 151 |
|
|
2020
Q2 | $2.48M | Buy |
8,374
+6,434
| +332% | +$1.77M | 0.08% | 143 |
|
|
2020
Q1 | $446K | Buy |
1,940
+25
| +1% | +$6.77K | 0.02% | 283 |
|
|
2019
Q4 | $502K | Hold |
1,915
| – | – | 0.02% | 294 |
|
|
2019
Q3 | $509K | Hold |
1,915
| – | – | 0.02% | 286 |
|
|
2019
Q2 | $500K | Hold |
1,915
| – | – | 0.02% | 290 |
|
|
2019
Q1 | $501K | Hold |
1,915
| – | – | 0.02% | 277 |
|
|
2018
Q4 | $377K | Hold |
1,915
| – | – | 0.01% | 297 |
|
|
2018
Q3 | $435K | Hold |
1,915
| – | – | 0.01% | 304 |
|
|
2018
Q2 | $391K | Hold |
1,915
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $332K | Sell |
1,915
-52
| -3% | -$8.75K | 0.01% | 348 |
|
|
2017
Q4 | $310K | Hold |
1,967
| – | – | 0.01% | 379 |
|
|
2017
Q3 | $280K | Hold |
1,967
| – | – | 0.01% | 392 |
|
|
2017
Q2 | $261K | Hold |
1,967
| – | – | 0.01% | 401 |
|
|
2017
Q1 | $228K | Hold |
1,967
| – | – | 0.01% | 414 |
|
|
2016
Q4 | $225K | Hold |
1,967
| – | – | 0.01% | 400 |
|
|
2016
Q3 | $216K | Sell |
1,967
-76
| -4% | -$8.5K | 0.01% | 407 |
|
|
2016
Q2 | $228K | Hold |
2,043
| – | – | 0.01% | 392 |
|
|
2016
Q1 | $212K | Buy |
+2,043
| New | +$197K | 0.01% | 414 |
|
|
2015
Q4 | – | Sell |
-2,438
| Closed | -$216K | – | 456 |
|
|
2015
Q3 | $216K | Hold |
2,438
| – | – | 0.01% | 401 |
|
|
2015
Q2 | $246K | Hold |
2,438
| – | – | 0.01% | 392 |
|
|
2015
Q1 | $236K | Hold |
2,438
| – | – | 0.01% | 406 |
|
|
2014
Q4 | $225K | Hold |
2,438
| – | – | 0.01% | 413 |
|
|
2014
Q3 | $214K | Buy |
+2,438
| New | +$203K | 0.01% | 411 |
|
|
2014
Q2 | – | Sell |
-2,438
| Closed | -$191K | – | 470 |
|
|
2014
Q1 | $191K | Sell |
2,438
-50
| -2% | -$3.82K | 0.01% | 420 |
|
|
2013
Q4 | $190K | Hold |
2,488
| – | – | 0.01% | 416 |
|
|
2013
Q3 | $165K | Hold |
2,488
| – | – | 0.01% | 412 |
|
|
2013
Q2 | $152K | Buy |
+2,488
| New | +$150K | 0.01% | 402 |
|
Other funds holding INTU
Gofen & Glossberg's INTU Position: Q4 2022 in Review
Gofen & Glossberg increased its Intuit (INTU) stake by 11% in Q4 2022, buying an estimated $142K and bringing the position to 3,746 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #211.
Gofen & Glossberg first reported a position in INTU in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.67M in Q4 2020. 1,559 funds tracked by Wall St. Rank hold INTU as of Q4 2022.
- Gofen & Glossberg held 3,746 shares of Intuit worth $1.46M as of Q4 2022.
- Gofen & Glossberg bought 359 Intuit shares in Q4 2022, an estimated $142K.
- Intuit made up 0.04% of Gofen & Glossberg's portfolio in Q4 2022, its #211 holding.
- Gofen & Glossberg first reported a position in Intuit in Q2 2013 and has held it in 37 quarters since.
- Gofen & Glossberg's Intuit position peaked at $2.67M in Q4 2020.
- 1,559 funds tracked by Wall St. Rank held Intuit as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.