Great Diamond Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
1,917
+1,563
| +442% | +$1.23M | 0.32% | 80 |
|
|
2025
Q1 | $217K | Sell |
354
-273
| -44% | -$168K | 0.06% | 162 |
|
|
2024
Q4 | $394K | Buy |
627
+17
| +3% | +$10.7K | 0.1% | 125 |
|
|
2024
Q3 | $379K | Buy |
610
+1
| +0.2% | +$621 | 0.1% | 131 |
|
|
2024
Q2 | $400K | Sell |
609
-82
| -12% | -$53.9K | 0.09% | 142 |
|
|
2024
Q1 | $449K | Sell |
691
-18
| -3% | -$11.7K | 0.1% | 139 |
|
|
2023
Q4 | $443K | Buy |
709
+2
| +0.3% | +$1.25K | 0.11% | 142 |
|
|
2023
Q3 | $361K | Sell |
707
-5
| -0.7% | -$2.56K | 0.1% | 153 |
|
|
2023
Q2 | $326K | Buy |
712
+44
| +7% | +$20.2K | 0.09% | 165 |
|
|
2023
Q1 | $298K | Sell |
668
-25
| -4% | -$11.1K | 0.09% | 172 |
|
|
2022
Q4 | $270K | Buy |
693
+7
| +1% | +$2.73K | 0.08% | 172 |
|
|
2022
Q3 | $265K | Buy |
686
+18
| +3% | +$6.95K | 0.09% | 165 |
|
|
2022
Q2 | $257K | Sell |
668
-25
| -4% | -$9.62K | 0.09% | 179 |
|
|
2022
Q1 | $333K | Sell |
693
-199
| -22% | -$95.6K | 0.09% | 161 |
|
|
2021
Q4 | $573K | Sell |
892
-30
| -3% | -$19.3K | 0.15% | 121 |
|
|
2021
Q3 | $497K | Sell |
922
-18
| -2% | -$9.7K | 0.14% | 120 |
|
|
2021
Q2 | $460K | Buy |
940
+18
| +2% | +$8.81K | 0.13% | 128 |
|
|
2021
Q1 | $353K | Buy |
922
+3
| +0.3% | +$1.15K | 0.11% | 137 |
|
|
2020
Q4 | $349K | Hold |
919
| – | – | 0.11% | 125 |
|
|
2020
Q3 | $299K | Hold |
919
| – | – | 0.11% | 124 |
|
|
2020
Q2 | $272K | Hold |
919
| – | – | 0.11% | 120 |
|
|
2020
Q1 | $211K | Hold |
919
| – | – | 0.11% | 123 |
|
|
2019
Q4 | $240K | Buy |
+919
| New | +$240K | 0.09% | 137 |
|