Haverford Trust Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Sell |
50,721
-1,243
| -2% | -$979K | 0.38% | 62 |
|
|
2025
Q1 | $31.9M | Sell |
51,964
-439
| -0.8% | -$270K | 0.32% | 65 |
|
|
2024
Q4 | $32.9M | Sell |
52,403
-510
| -1% | -$321K | 0.33% | 63 |
|
|
2024
Q3 | $32.9M | Buy |
52,913
+375
| +0.7% | +$233K | 0.32% | 63 |
|
|
2024
Q2 | $34.5M | Sell |
52,538
-19,751
| -27% | -$13M | 0.36% | 61 |
|
|
2024
Q1 | $47M | Sell |
72,289
-1,032
| -1% | -$671K | 0.49% | 58 |
|
|
2023
Q4 | $45.8M | Buy |
73,321
+2,269
| +3% | +$1.42M | 0.51% | 54 |
|
|
2023
Q3 | $36.3M | Sell |
71,052
-3,956
| -5% | -$2.02M | 0.44% | 57 |
|
|
2023
Q2 | $34.4M | Buy |
75,008
+1,529
| +2% | +$701K | 0.39% | 59 |
|
|
2023
Q1 | $32.8M | Buy |
73,479
+11,734
| +19% | +$5.23M | 0.39% | 59 |
|
|
2022
Q4 | $24M | Buy |
61,745
+4,481
| +8% | +$1.74M | 0.3% | 65 |
|
|
2022
Q3 | $22.2M | Buy |
57,264
+55,809
| +3,836% | +$21.6M | 0.3% | 61 |
|
|
2022
Q2 | $561K | Hold |
1,455
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $700K | Hold |
1,455
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $936K | Buy |
1,455
+1
| +0.1% | +$643 | 0.01% | 211 |
|
|
2021
Q3 | $784K | Hold |
1,454
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $713K | Buy |
+1,454
| New | +$713K | 0.01% | 228 |
|
|
2020
Q1 | – | Sell |
-822
| Closed | -$215K | – | 278 |
|
|
2019
Q4 | $215K | Sell |
822
-47
| -5% | -$12.3K | ﹤0.01% | 298 |
|
|
2019
Q3 | $231K | Sell |
869
-50
| -5% | -$13.3K | ﹤0.01% | 277 |
|
|
2019
Q2 | $240K | Buy |
919
+50
| +6% | +$13.1K | ﹤0.01% | 271 |
|
|
2019
Q1 | $227K | Buy |
+869
| New | +$227K | ﹤0.01% | 273 |
|