Mather Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
5,604
-157
| -3% | -$124K | 0.05% | 126 |
|
|
2025
Q1 | $3.54M | Buy |
5,761
+2,705
| +89% | +$1.66M | 0.04% | 137 |
|
|
2024
Q4 | $1.92M | Buy |
3,056
+216
| +8% | +$136K | 0.02% | 166 |
|
|
2024
Q3 | $1.76M | Sell |
2,840
-158
| -5% | -$98.1K | 0.02% | 176 |
|
|
2024
Q2 | $1.95M | Buy |
2,998
+399
| +15% | +$259K | 0.02% | 183 |
|
|
2024
Q1 | $1.62M | Sell |
2,599
-130
| -5% | -$81.3K | 0.03% | 170 |
|
|
2023
Q4 | $1.71M | Hold |
2,729
| – | – | 0.03% | 168 |
|
|
2023
Q3 | $1.39M | Hold |
2,729
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $1.25M | Sell |
2,729
-180
| -6% | -$82.5K | 0.02% | 198 |
|
|
2023
Q1 | $1.3M | Buy |
2,909
+159
| +6% | +$70.9K | 0.02% | 184 |
|
|
2022
Q4 | $1.07M | Buy |
2,750
+130
| +5% | +$50.6K | 0.02% | 199 |
|
|
2022
Q3 | $1.01M | Sell |
2,620
-48
| -2% | -$18.6K | 0.02% | 195 |
|
|
2022
Q2 | $1.03M | Buy |
2,668
+115
| +5% | +$44.3K | 0.02% | 178 |
|
|
2022
Q1 | $1.23M | Buy |
2,553
+744
| +41% | +$358K | 0.02% | 149 |
|
|
2021
Q4 | $1.16M | Buy |
1,809
+728
| +67% | +$468K | 0.02% | 138 |
|
|
2021
Q3 | $583K | Sell |
1,081
-80
| -7% | -$43.1K | 0.01% | 157 |
|
|
2021
Q2 | $569K | Sell |
1,161
-82
| -7% | -$40.2K | 0.01% | 151 |
|
|
2021
Q1 | $476K | Sell |
1,243
-156
| -11% | -$59.7K | 0.01% | 153 |
|
|
2020
Q4 | $531K | Buy |
1,399
+117
| +9% | +$44.4K | 0.02% | 132 |
|
|
2020
Q3 | $418K | Buy |
1,282
+278
| +28% | +$90.6K | 0.02% | 151 |
|
|
2020
Q2 | $297K | Buy |
+1,004
| New | +$297K | 0.01% | 171 |
|
|
2020
Q1 | – | Sell |
-778
| Closed | -$204K | – | 161 |
|
|
2019
Q4 | $204K | Buy |
+778
| New | +$204K | 0.01% | 169 |
|