KOCAA
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Knights of Columbus Asset Advisors’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.64M Buy
9,696
+1,472
+18% +$1.16M 0.46% 59
2025
Q1
$5.05M Sell
8,224
-1,021
-11% -$627K 0.35% 90
2024
Q4
$5.81M Sell
9,245
-90
-1% -$56.6K 0.38% 82
2024
Q3
$5.8M Buy
9,335
+3,480
+59% +$2.16M 0.38% 86
2024
Q2
$3.85M Buy
5,855
+959
+20% +$630K 0.25% 138
2024
Q1
$3.18M Buy
4,896
+3,726
+318% +$2.42M 0.23% 152
2023
Q4
$731K Sell
1,170
-18
-2% -$11.3K 0.05% 267
2023
Q3
$607K Buy
+1,188
New +$607K 0.06% 263
2022
Q4
Sell
-2,964
Closed -$1.15M 351
2022
Q3
$1.15M Buy
2,964
+331
+13% +$128K 0.12% 217
2022
Q2
$1.02M Buy
2,633
+1,479
+128% +$570K 0.1% 221
2022
Q1
$555K Buy
1,154
+69
+6% +$33.2K 0.05% 245
2021
Q4
$698K Buy
+1,085
New +$698K 0.06% 238
2019
Q3
Sell
-2,418
Closed -$632K 144
2019
Q2
$632K Sell
2,418
-521
-18% -$136K 0.25% 105
2019
Q1
$768K Buy
+2,939
New +$768K 0.31% 102