KTM
Keeler Thomas Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,197
| Closed | -$735K | – | 119 |
|
|
2025
Q1 | $735K | Sell |
1,197
-1,128
| -49% | -$692K | 0.36% | 65 |
|
|
2024
Q4 | $1.46M | Sell |
2,325
-149
| -6% | -$93.6K | 0.52% | 50 |
|
|
2024
Q3 | $1.54M | Sell |
2,474
-36
| -1% | -$22.4K | 0.49% | 54 |
|
|
2024
Q2 | $1.65M | Sell |
2,510
-29
| -1% | -$19.1K | 0.56% | 52 |
|
|
2024
Q1 | $1.65M | Sell |
2,539
-132
| -5% | -$85.8K | 0.57% | 52 |
|
|
2023
Q4 | $1.67M | Sell |
2,671
-105
| -4% | -$65.6K | 0.66% | 50 |
|
|
2023
Q3 | $1.4M | Sell |
2,776
-555
| -17% | -$280K | 0.52% | 51 |
|
|
2023
Q2 | $1.53M | Sell |
3,331
-525
| -14% | -$241K | 0.62% | 44 |
|
|
2023
Q1 | $1.72M | Sell |
3,856
-4,081
| -51% | -$1.82M | 0.81% | 42 |
|
|
2022
Q4 | $3.09M | Sell |
7,937
-380
| -5% | -$148K | 1.56% | 27 |
|
|
2022
Q3 | $3.22M | Buy |
8,317
+270
| +3% | +$105K | 1.64% | 29 |
|
|
2022
Q2 | $3.1M | Buy |
8,047
+1,106
| +16% | +$426K | 1.54% | 23 |
|
|
2022
Q1 | $3.34M | Buy |
+6,941
| New | +$3.34M | 1.6% | 23 |
|