KFS
Kurt F. Somerville’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
460
-70
| -13% | -$55.1K | 0.06% | 90 |
|
|
2025
Q1 | $325K | Hold |
530
| – | – | 0.06% | 90 |
|
|
2024
Q4 | $333K | Hold |
530
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $329K | Sell |
530
-100
| -16% | -$62.1K | 0.05% | 85 |
|
|
2024
Q2 | $414K | Hold |
630
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $410K | Hold |
630
| – | – | 0.07% | 75 |
|
|
2023
Q4 | $394K | Hold |
630
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $322K | Hold |
630
| – | – | 0.06% | 85 |
|
|
2023
Q2 | $289K | Hold |
630
| – | – | 0.06% | 92 |
|
|
2023
Q1 | $281K | Hold |
630
| – | – | 0.05% | 94 |
|
|
2022
Q4 | $245K | Hold |
630
| – | – | 0.05% | 99 |
|
|
2022
Q3 | $244K | Hold |
630
| – | – | 0.05% | 103 |
|
|
2022
Q2 | $243K | Hold |
630
| – | – | 0.05% | 105 |
|
|
2022
Q1 | $303K | Hold |
630
| – | – | 0.05% | 102 |
|
|
2021
Q4 | $405K | Hold |
630
| – | – | 0.06% | 92 |
|
|
2021
Q3 | $340K | Hold |
630
| – | – | 0.05% | 90 |
|
|
2021
Q2 | $309K | Hold |
630
| – | – | 0.05% | 96 |
|
|
2021
Q1 | $241K | Hold |
630
| – | – | 0.04% | 105 |
|
|
2020
Q4 | $239K | Hold |
630
| – | – | 0.04% | 100 |
|
|
2020
Q3 | $206K | Sell |
630
-160
| -20% | -$52.3K | 0.04% | 105 |
|
|
2020
Q2 | $234K | Buy |
+790
| New | +$234K | 0.04% | 108 |
|
|
2020
Q1 | – | Sell |
-1,110
| Closed | -$291K | – | 109 |
|
|
2019
Q4 | $291K | Hold |
1,110
| – | – | 0.05% | 83 |
|
|
2019
Q3 | $295K | Hold |
1,110
| – | – | 0.06% | 83 |
|
|
2019
Q2 | $290K | Hold |
1,110
| – | – | 0.06% | 83 |
|
|
2019
Q1 | $290K | Sell |
1,110
-340
| -23% | -$88.8K | 0.06% | 92 |
|
|
2018
Q4 | $285K | Hold |
1,450
| – | – | 0.07% | 90 |
|
|
2018
Q3 | $330K | Hold |
1,450
| – | – | 0.07% | 92 |
|
|
2018
Q2 | $296K | Sell |
1,450
-475
| -25% | -$97K | 0.07% | 88 |
|
|
2018
Q1 | $334K | Hold |
1,925
| – | – | 0.07% | 89 |
|
|
2017
Q4 | $304K | Sell |
1,925
-200
| -9% | -$31.6K | 0.06% | 92 |
|
|
2017
Q3 | $302K | Hold |
2,125
| – | – | 0.06% | 89 |
|
|
2017
Q2 | $282K | Hold |
2,125
| – | – | 0.06% | 88 |
|
|
2017
Q1 | $246K | Hold |
2,125
| – | – | 0.05% | 98 |
|
|
2016
Q4 | $244K | Hold |
2,125
| – | – | 0.05% | 98 |
|
|
2016
Q3 | $234K | Sell |
2,125
-450
| -17% | -$49.6K | 0.05% | 99 |
|
|
2016
Q2 | $287K | Hold |
2,575
| – | – | 0.06% | 94 |
|
|
2016
Q1 | $268K | Hold |
2,575
| – | – | 0.06% | 96 |
|
|
2015
Q4 | $248K | Hold |
2,575
| – | – | 0.06% | 110 |
|
|
2015
Q3 | $229K | Hold |
2,575
| – | – | 0.06% | 113 |
|
|
2015
Q2 | $259K | Hold |
2,575
| – | – | 0.06% | 109 |
|
|
2015
Q1 | $250K | Hold |
2,575
| – | – | 0.06% | 115 |
|
|
2014
Q4 | $237K | Hold |
2,575
| – | – | 0.06% | 119 |
|
|
2014
Q3 | $226K | Sell |
2,575
-900
| -26% | -$79K | 0.09% | 96 |
|
|
2014
Q2 | $280K | Sell |
3,475
-125
| -3% | -$10.1K | 0.11% | 90 |
|
|
2014
Q1 | $280K | Hold |
3,600
| – | – | 0.11% | 90 |
|
|
2013
Q4 | $275K | Hold |
3,600
| – | – | 0.11% | 92 |
|
|
2013
Q3 | $239K | Hold |
3,600
| – | – | 0.1% | 99 |
|
|
2013
Q2 | $220K | Buy |
+3,600
| New | +$220K | 0.09% | 101 |
|