Gryphon Financial 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 | $732K | Buy |
930
+198
| +27% | +$156K | 0.1% | 140 |
|
2025
Q1 | $449K | Buy |
732
+260
| +55% | +$160K | 0.06% | 177 |
|
2024
Q4 | $296K | Sell |
472
-513
| -52% | -$322K | 0.04% | 206 |
|
2024
Q3 | $611K | Sell |
985
-40
| -4% | -$24.8K | 0.08% | 151 |
|
2024
Q2 | $673K | Sell |
1,025
-228
| -18% | -$150K | 0.1% | 125 |
|
2024
Q1 | $815K | Sell |
1,253
-382
| -23% | -$248K | 0.14% | 101 |
|
2023
Q4 | $919K | Buy |
1,635
+393
| +32% | +$221K | 0.16% | 88 |
|
2023
Q3 | $635K | Buy |
1,242
+8
| +0.6% | +$4.09K | 0.15% | 76 |
|
2023
Q2 | $566K | Buy |
1,234
+15
| +1% | +$6.87K | 0.12% | 91 |
|
2023
Q1 | $543K | Buy |
1,219
+20
| +2% | +$8.92K | 0.12% | 92 |
|
2022
Q4 | $467K | Buy |
1,199
+32
| +3% | +$12.5K | 0.11% | 102 |
|
2022
Q3 | $452K | Buy |
1,167
+53
| +5% | +$20.5K | 0.11% | 101 |
|
2022
Q2 | $429K | Buy |
1,114
+64
| +6% | +$24.6K | 0.1% | 111 |
|
2022
Q1 | $505K | Sell |
1,050
-257
| -20% | -$124K | 0.1% | 110 |
|
2021
Q4 | $840K | Sell |
1,307
-104
| -7% | -$66.8K | 0.16% | 74 |
|
2021
Q3 | $761K | Sell |
1,411
-148
| -9% | -$79.8K | 0.17% | 75 |
|
2021
Q2 | $542K | Buy |
1,559
+36
| +2% | +$12.5K | 0.12% | 82 |
|
2021
Q1 | $583K | Buy |
1,523
+17
| +1% | +$6.51K | 0.13% | 77 |
|
2020
Q4 | $572K | Hold |
1,506
| – | – | 0.15% | 75 |
|
2020
Q3 | $491K | Buy |
1,506
+15
| +1% | +$4.89K | 0.15% | 79 |
|
2020
Q2 | $442K | Buy |
1,491
+9
| +0.6% | +$2.67K | 0.14% | 76 |
|
2020
Q1 | $341K | Buy |
1,482
+193
| +15% | +$44.4K | 0.13% | 88 |
|
2019
Q4 | $337K | Buy |
1,289
+240
| +23% | +$62.7K | 0.09% | 126 |
|
2019
Q3 | $279K | Buy |
+1,049
| New | +$279K | 0.08% | 135 |
|
2018
Q3 | – | Sell |
-95
| Closed | -$19K | – | 494 |
|
2018
Q2 | $19K | Hold |
95
| – | – | 0.01% | 392 |
|
2018
Q1 | $16K | Hold |
95
| – | – | 0.01% | 424 |
|
2017
Q4 | $15K | Buy |
+95
| New | +$15K | 0.01% | 457 |
|