KCM Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $590K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $470K | Hold |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $485K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $344K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $253K | Hold |
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|
2015
Q3 | $233K | Sell |
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|
2015
Q2 | $276K | Buy |
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