Howe & Rusling’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
20,593
-392
| -2% | -$309K | 1.2% | 21 |
|
|
2025
Q1 | $12.9M | Buy |
20,985
+10,118
| +93% | +$6.21M | 1.08% | 26 |
|
|
2024
Q4 | $6.83M | Buy |
10,867
+10
| +0.1% | +$6.29K | 0.59% | 56 |
|
|
2024
Q3 | $6.74M | Buy |
10,857
+808
| +8% | +$502K | 0.58% | 59 |
|
|
2024
Q2 | $6.6M | Buy |
10,049
+1,535
| +18% | +$1.01M | 0.6% | 59 |
|
|
2024
Q1 | $5.53M | Buy |
8,514
+435
| +5% | +$283K | 0.53% | 64 |
|
|
2023
Q4 | $5.05M | Buy |
8,079
+293
| +4% | +$183K | 0.54% | 64 |
|
|
2023
Q3 | $3.98M | Buy |
7,786
+100
| +1% | +$51.1K | 0.47% | 66 |
|
|
2023
Q2 | $3.52M | Buy |
7,686
+267
| +4% | +$122K | 0.39% | 67 |
|
|
2023
Q1 | $3.31M | Buy |
+7,419
| New | +$3.31M | 0.39% | 68 |
|
|
2022
Q4 | – | Sell |
-360
| Closed | -$139K | – | 662 |
|
|
2022
Q3 | $139K | Sell |
360
-152
| -30% | -$58.7K | 0.02% | 229 |
|
|
2022
Q2 | $197K | Buy |
512
+12
| +2% | +$4.62K | 0.03% | 200 |
|
|
2022
Q1 | $240K | Sell |
500
-10
| -2% | -$4.8K | 0.03% | 187 |
|
|
2021
Q4 | $328K | Buy |
510
+150
| +42% | +$96.5K | 0.04% | 155 |
|
|
2021
Q3 | $194K | Hold |
360
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $176K | Hold |
360
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $138K | Sell |
360
-25
| -6% | -$9.58K | 0.02% | 205 |
|
|
2020
Q4 | $146K | Sell |
385
-85
| -18% | -$32.2K | 0.02% | 189 |
|
|
2020
Q3 | $153K | Hold |
470
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $139K | Sell |
470
-30
| -6% | -$8.87K | 0.03% | 165 |
|
|
2020
Q1 | $115K | Hold |
500
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $131K | Hold |
500
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $133K | Hold |
500
| – | – | 0.02% | 219 |
|
|
2019
Q2 | $131K | Sell |
500
-29
| -5% | -$7.6K | 0.02% | 222 |
|
|
2019
Q1 | $138K | Sell |
529
-400
| -43% | -$104K | 0.02% | 215 |
|
|
2018
Q4 | $183K | Buy |
929
+29
| +3% | +$5.71K | 0.04% | 167 |
|
|
2018
Q3 | $205K | Buy |
900
+720
| +400% | +$164K | 0.03% | 155 |
|
|
2018
Q2 | $37K | Buy |
+180
| New | +$37K | 0.01% | 288 |
|
|
2016
Q2 | – | Sell |
-65
| Closed | -$7K | – | 1006 |
|
|
2016
Q1 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 597 |
|