J. Safra Sarasin Holding’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.83M Buy
6,138
+2,900
+90% +$2.28M 0.08% 137
2025
Q1
$1.99M Buy
3,238
+640
+25% +$393K 0.04% 222
2024
Q4
$1.63M Sell
2,598
-7,149
-73% -$4.49M 0.03% 244
2024
Q3
$6.05M Buy
9,747
+556
+6% +$345K 0.11% 126
2024
Q2
$6.04M Buy
+9,191
New +$6.04M 0.11% 127