Grandfield & Dodd’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
373
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $229K | Sell |
373
-130
| -26% | -$79.8K | 0.01% | 191 |
|
|
2024
Q4 | $316K | Sell |
503
-20
| -4% | -$12.6K | 0.02% | 171 |
|
|
2024
Q3 | $325K | Hold |
523
| – | – | 0.02% | 167 |
|
|
2024
Q2 | $344K | Hold |
523
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $340K | Hold |
523
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $327K | Sell |
523
-8
| -2% | -$5K | 0.02% | 156 |
|
|
2023
Q3 | $271K | Hold |
531
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $243K | Sell |
531
-192
| -27% | -$88K | 0.02% | 172 |
|
|
2023
Q1 | $322K | Hold |
723
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $281K | Hold |
723
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $280K | Hold |
723
| – | – | 0.02% | 158 |
|
|
2022
Q2 | $280K | Sell |
723
-20
| -3% | -$7.75K | 0.02% | 162 |
|
|
2022
Q1 | $360K | Hold |
743
| – | – | 0.02% | 159 |
|
|
2021
Q4 | $480K | Sell |
743
-30
| -4% | -$19.4K | 0.03% | 141 |
|
|
2021
Q3 | $420K | Buy |
+773
| New | +$420K | 0.03% | 150 |
|