Horan Capital Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-883
Closed -$552K 120
2023
Q4
$552K Hold
883
0.2% 71
2023
Q3
$451K Hold
883
0.18% 74
2023
Q2
$405K Hold
883
0.16% 79
2023
Q1
$394K Buy
883
+83
+10% +$37K 0.16% 78
2022
Q4
$311K Hold
800
0.14% 81
2022
Q3
$310K Hold
800
0.15% 75
2022
Q2
$308K Hold
800
0.14% 75
2022
Q1
$385K Hold
800
0.15% 73
2021
Q4
$515K Hold
800
0.2% 64
2021
Q3
$432K Hold
800
0.19% 65
2021
Q2
$392K Hold
800
0.18% 64
2021
Q1
$306K Hold
800
0.15% 72
2020
Q4
$304K Hold
800
0.16% 69
2020
Q3
$261K Hold
800
0.15% 67
2020
Q2
$237K Buy
+800
New +$237K 0.16% 66
2020
Q1
Sell
-800
Closed -$210K 161
2019
Q4
$210K Hold
800
0.12% 70
2019
Q3
$213K Hold
800
0.13% 69
2019
Q2
$209K Hold
800
0.14% 68
2019
Q1
$209K Buy
+800
New +$209K 0.13% 68
2018
Q4
Sell
-800
Closed -$182K 75
2018
Q3
$182K Buy
+800
New +$182K 0.12% 72
2017
Q4
Sell
-800
Closed -$114K 170
2017
Q3
$114K Buy
+800
New +$114K 0.07% 97
2014
Q2
Sell
-3,000
Closed -$233K 70
2014
Q1
$233K Buy
+3,000
New +$233K 0.22% 65