Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,720
Closed -$2.14M 136
2025
Q2
$2.14M Hold
2,720
0.02% 129
2025
Q1
$1.67M Hold
2,720
0.01% 127
2024
Q4
$1.71M Hold
2,720
0.02% 123
2024
Q3
$1.69M Hold
2,720
0.02% 125
2024
Q2
$1.79M Hold
2,720
0.02% 128
2024
Q1
$1.77M Hold
2,720
0.02% 128
2023
Q4
$1.7M Hold
2,720
0.02% 122
2023
Q3
$1.39M Hold
2,720
0.02% 127
2023
Q2
$1.25M Hold
2,720
0.01% 128
2023
Q1
$1.21M Hold
2,720
0.02% 129
2022
Q4
$1.06M Hold
2,720
0.01% 128
2022
Q3
$1.05M Hold
2,720
0.02% 126
2022
Q2
$1.05M Hold
2,720
0.02% 124
2022
Q1
$1.31M Hold
2,720
0.02% 115
2021
Q4
$1.75M Buy
2,720
+680
+33% +$420K 0.02% 114
2021
Q3
$1.1M Buy
+2,040
New +$1.1M 0.01% 113

Other funds holding INTU