Logan 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 | $4.09M | Sell |
5,189
-790
| -13% | -$622K | 0.19% | 126 |
|
|
2025
Q1 | $3.67M | Sell |
5,979
-266
| -4% | -$163K | 0.17% | 133 |
|
|
2024
Q4 | $3.92M | Sell |
6,245
-666
| -10% | -$419K | 0.16% | 133 |
|
|
2024
Q3 | $4.29M | Sell |
6,911
-53
| -0.8% | -$32.9K | 0.18% | 126 |
|
|
2024
Q2 | $4.58M | Sell |
6,964
-207
| -3% | -$136K | 0.2% | 120 |
|
|
2024
Q1 | $4.66M | Sell |
7,171
-266
| -4% | -$173K | 0.2% | 121 |
|
|
2023
Q4 | $4.65M | Sell |
7,437
-321
| -4% | -$201K | 0.22% | 119 |
|
|
2023
Q3 | $3.96M | Hold |
7,758
| – | – | 0.2% | 122 |
|
|
2023
Q2 | $3.55M | Sell |
7,758
-2,987
| -28% | -$1.37M | 0.17% | 133 |
|
|
2023
Q1 | $4.79M | Sell |
10,745
-43
| -0.4% | -$19.2K | 0.23% | 113 |
|
|
2022
Q4 | $4.2M | Sell |
10,788
-326
| -3% | -$127K | 0.22% | 117 |
|
|
2022
Q3 | $4.3M | Sell |
11,114
-61
| -0.5% | -$23.6K | 0.26% | 100 |
|
|
2022
Q2 | $4.31M | Sell |
11,175
-1,439
| -11% | -$555K | 0.25% | 105 |
|
|
2022
Q1 | $6.07M | Sell |
12,614
-106
| -0.8% | -$51K | 0.29% | 97 |
|
|
2021
Q4 | $8.18M | Sell |
12,720
-103
| -0.8% | -$66.3K | 0.35% | 83 |
|
|
2021
Q3 | $6.92M | Sell |
12,823
-218
| -2% | -$118K | 0.32% | 93 |
|
|
2021
Q2 | $6.39M | Sell |
13,041
-18
| -0.1% | -$8.82K | 0.3% | 94 |
|
|
2021
Q1 | $5M | Buy |
13,059
+388
| +3% | +$149K | 0.25% | 102 |
|
|
2020
Q4 | $4.81M | Sell |
12,671
-3,788
| -23% | -$1.44M | 0.24% | 105 |
|
|
2020
Q3 | $5.37M | Sell |
16,459
-303
| -2% | -$98.8K | 0.29% | 97 |
|
|
2020
Q2 | $4.96M | Buy |
16,762
+410
| +3% | +$121K | 0.29% | 89 |
|
|
2020
Q1 | $3.76M | Sell |
16,352
-42
| -0.3% | -$9.66K | 0.26% | 98 |
|
|
2019
Q4 | $4.3M | Sell |
16,394
-93
| -0.6% | -$24.4K | 0.23% | 106 |
|
|
2019
Q3 | $4.39M | Sell |
16,487
-115
| -0.7% | -$30.6K | 0.26% | 100 |
|
|
2019
Q2 | $4.34M | Sell |
16,602
-79
| -0.5% | -$20.6K | 0.26% | 104 |
|
|
2019
Q1 | $4.36M | Buy |
16,681
+100
| +0.6% | +$26.1K | 0.27% | 95 |
|
|
2018
Q4 | $3.26M | Buy |
16,581
+241
| +1% | +$47.4K | 0.26% | 100 |
|
|
2018
Q3 | $3.72M | Buy |
16,340
+312
| +2% | +$70.9K | 0.24% | 97 |
|
|
2018
Q2 | $3.28M | Buy |
16,028
+2,050
| +15% | +$419K | 0.23% | 101 |
|
|
2018
Q1 | $2.42M | Buy |
13,978
+457
| +3% | +$79.2K | 0.17% | 107 |
|
|
2017
Q4 | $2.13M | Sell |
13,521
-1,877
| -12% | -$296K | 0.15% | 113 |
|
|
2017
Q3 | $2.19M | Hold |
15,398
| – | – | 0.16% | 104 |
|
|
2017
Q2 | $2.05M | Hold |
15,398
| – | – | 0.15% | 106 |
|
|
2017
Q1 | $1.79M | Hold |
15,398
| – | – | 0.14% | 111 |
|
|
2016
Q4 | $1.77M | Buy |
15,398
+776
| +5% | +$88.9K | 0.14% | 110 |
|
|
2016
Q3 | $1.61M | Buy |
14,622
+410
| +3% | +$45.1K | 0.13% | 113 |
|
|
2016
Q2 | $1.59M | Sell |
14,212
-429
| -3% | -$47.9K | 0.13% | 113 |
|
|
2016
Q1 | $1.52M | Hold |
14,641
| – | – | 0.12% | 124 |
|
|
2015
Q4 | $1.41M | Buy |
14,641
+307
| +2% | +$29.6K | 0.11% | 128 |
|
|
2015
Q3 | $1.27M | Hold |
14,334
| – | – | 0.11% | 129 |
|
|
2015
Q2 | $1.45M | Buy |
14,334
+1,725
| +14% | +$174K | 0.11% | 128 |
|
|
2015
Q1 | $1.22M | Sell |
12,609
-3,966
| -24% | -$385K | 0.09% | 134 |
|
|
2014
Q4 | $1.53M | Sell |
16,575
-106,571
| -87% | -$9.82M | 0.11% | 126 |
|
|
2014
Q3 | $10.8M | Sell |
123,146
-3,050
| -2% | -$267K | 0.77% | 52 |
|
|
2014
Q2 | $10.2M | Sell |
126,196
-168
| -0.1% | -$13.5K | 0.72% | 56 |
|
|
2014
Q1 | $9.82M | Buy |
126,364
+1,868
| +2% | +$145K | 0.71% | 57 |
|
|
2013
Q4 | $9.5M | Sell |
124,496
-14,209
| -10% | -$1.08M | 0.67% | 55 |
|
|
2013
Q3 | $9.2M | Buy |
+138,705
| New | +$9.2M | 0.69% | 56 |
|