Kathmere Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
888
+396
| +80% | +$312K | 0.05% | 219 |
|
|
2025
Q1 | $302K | Buy |
492
+54
| +12% | +$33.2K | 0.03% | 322 |
|
|
2024
Q4 | $275K | Sell |
438
-48
| -10% | -$30.2K | 0.02% | 324 |
|
|
2024
Q3 | $302K | Buy |
486
+50
| +11% | +$31.1K | 0.03% | 287 |
|
|
2024
Q2 | $287K | Buy |
436
+38
| +10% | +$25K | 0.03% | 269 |
|
|
2024
Q1 | $259K | Buy |
398
+55
| +16% | +$35.8K | 0.03% | 252 |
|
|
2023
Q4 | $214K | Buy |
+343
| New | +$214K | 0.03% | 262 |
|
|
2022
Q1 | – | Sell |
-325
| Closed | -$209K | – | 166 |
|
|
2021
Q4 | $209K | Sell |
325
-62
| -16% | -$39.9K | 0.04% | 133 |
|
|
2021
Q3 | $209K | Buy |
+387
| New | +$209K | 0.04% | 139 |
|
|
2021
Q1 | – | Sell |
-320
| Closed | -$122K | – | 268 |
|
|
2020
Q4 | $122K | Buy |
320
+13
| +4% | +$4.96K | 0.03% | 175 |
|
|
2020
Q3 | $100K | Buy |
+307
| New | +$100K | 0.02% | 178 |
|