Greenleaf Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.71M | Sell |
8,524
-114
| -1% | -$89.8K | 0.06% | 82 |
|
2025
Q1 | $5.3M | Sell |
8,638
-585
| -6% | -$359K | 0.05% | 101 |
|
2024
Q4 | $5.8M | Buy |
9,223
+72
| +0.8% | +$45.3K | 0.05% | 99 |
|
2024
Q3 | $5.68M | Buy |
9,151
+147
| +2% | +$91.3K | 0.05% | 99 |
|
2024
Q2 | $5.92M | Sell |
9,004
-251
| -3% | -$165K | 0.06% | 90 |
|
2024
Q1 | $6.02M | Sell |
9,255
-857
| -8% | -$557K | 0.06% | 92 |
|
2023
Q4 | $6.32M | Buy |
10,112
+210
| +2% | +$131K | 0.07% | 88 |
|
2023
Q3 | $5.06M | Buy |
9,902
+96
| +1% | +$49.1K | 0.06% | 85 |
|
2023
Q2 | $4.49M | Sell |
9,806
-312
| -3% | -$143K | 0.05% | 93 |
|
2023
Q1 | $4.51M | Sell |
10,118
-37
| -0.4% | -$16.5K | 0.05% | 94 |
|
2022
Q4 | $3.95M | Sell |
10,155
-192
| -2% | -$74.7K | 0.05% | 99 |
|
2022
Q3 | $4.01M | Buy |
10,347
+140
| +1% | +$54.2K | 0.06% | 91 |
|
2022
Q2 | $3.93M | Buy |
10,207
+652
| +7% | +$251K | 0.06% | 85 |
|
2022
Q1 | $4.59M | Sell |
9,555
-143
| -1% | -$68.8K | 0.05% | 74 |
|
2021
Q4 | $6.24M | Buy |
9,698
+833
| +9% | +$536K | 0.07% | 61 |
|
2021
Q3 | $4.78M | Buy |
8,865
+15
| +0.2% | +$8.09K | 0.06% | 68 |
|
2021
Q2 | $4.34M | Buy |
8,850
+299
| +3% | +$147K | 0.05% | 76 |
|
2021
Q1 | $3.28M | Buy |
8,551
+338
| +4% | +$129K | 0.04% | 87 |
|
2020
Q4 | $3.12M | Buy |
8,213
+349
| +4% | +$133K | 0.04% | 82 |
|
2020
Q3 | $2.57M | Buy |
7,864
+862
| +12% | +$281K | 0.04% | 87 |
|
2020
Q2 | $2.07M | Buy |
7,002
+106
| +2% | +$31.4K | 0.04% | 93 |
|
2020
Q1 | $1.59M | Buy |
6,896
+363
| +6% | +$83.5K | 0.03% | 98 |
|
2019
Q4 | $1.71M | Sell |
6,533
-111
| -2% | -$29.1K | 0.03% | 112 |
|
2019
Q3 | $1.77M | Buy |
6,644
+338
| +5% | +$89.9K | 0.03% | 105 |
|
2019
Q2 | $1.65M | Buy |
6,306
+151
| +2% | +$39.5K | 0.03% | 111 |
|
2019
Q1 | $1.61M | Buy |
6,155
+369
| +6% | +$96.5K | 0.03% | 111 |
|
2018
Q4 | $1.14M | Buy |
5,786
+1,551
| +37% | +$305K | 0.02% | 141 |
|
2018
Q3 | $963K | Buy |
4,235
+635
| +18% | +$144K | 0.02% | 179 |
|
2018
Q2 | $735K | Buy |
3,600
+509
| +16% | +$104K | 0.01% | 202 |
|
2018
Q1 | $536K | Buy |
3,091
+137
| +5% | +$23.8K | 0.01% | 231 |
|
2017
Q4 | $466K | Buy |
2,954
+3
| +0.1% | +$473 | 0.01% | 258 |
|
2017
Q3 | $419K | Buy |
2,951
+1,323
| +81% | +$188K | 0.01% | 262 |
|
2017
Q2 | $216K | Buy |
+1,628
| New | +$216K | ﹤0.01% | 335 |
|
2015
Q4 | – | Sell |
-4,775
| Closed | -$424K | – | 181 |
|
2015
Q3 | $424K | Buy |
+4,775
| New | +$424K | 0.01% | 114 |
|