MTC
McDaniel Terry & Co’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Sell |
39,273
-1,422
| -3% | -$1.12M | 2.53% | 18 |
|
|
2025
Q1 | $25M | Buy |
40,695
+178
| +0.4% | +$109K | 2.19% | 19 |
|
|
2024
Q4 | $25.5M | Buy |
40,517
+220
| +0.5% | +$138K | 2.09% | 22 |
|
|
2024
Q3 | $25M | Buy |
40,297
+476
| +1% | +$296K | 2.1% | 22 |
|
|
2024
Q2 | $26.2M | Buy |
39,821
+782
| +2% | +$514K | 2.28% | 21 |
|
|
2024
Q1 | $25.4M | Sell |
39,039
-76
| -0.2% | -$49.4K | 2.26% | 19 |
|
|
2023
Q4 | $24.4M | Buy |
39,115
+61
| +0.2% | +$38.1K | 2.34% | 20 |
|
|
2023
Q3 | $20M | Buy |
39,054
+588
| +2% | +$300K | 2.08% | 21 |
|
|
2023
Q2 | $17.6M | Sell |
38,466
-217
| -0.6% | -$99.4K | 1.79% | 26 |
|
|
2023
Q1 | $17.2M | Buy |
38,683
+558
| +1% | +$249K | 1.88% | 25 |
|
|
2022
Q4 | $14.8M | Buy |
38,125
+52
| +0.1% | +$20.2K | 1.73% | 26 |
|
|
2022
Q3 | $14.7M | Buy |
38,073
+822
| +2% | +$318K | 1.91% | 22 |
|
|
2022
Q2 | $14.4M | Buy |
37,251
+1,796
| +5% | +$692K | 1.77% | 23 |
|
|
2022
Q1 | $17M | Buy |
35,455
+901
| +3% | +$433K | 1.84% | 26 |
|
|
2021
Q4 | $22.2M | Buy |
34,554
+844
| +3% | +$543K | 2.23% | 19 |
|
|
2021
Q3 | $18.2M | Buy |
33,710
+488
| +1% | +$263K | 2.12% | 22 |
|
|
2021
Q2 | $16.3M | Buy |
33,222
+713
| +2% | +$349K | 1.88% | 25 |
|
|
2021
Q1 | $12.5M | Buy |
32,509
+611
| +2% | +$234K | 1.52% | 28 |
|
|
2020
Q4 | $12.1M | Buy |
31,898
+1,318
| +4% | +$501K | 1.54% | 28 |
|
|
2020
Q3 | $9.98M | Buy |
30,580
+3,886
| +15% | +$1.27M | 1.41% | 29 |
|
|
2020
Q2 | $7.91M | Buy |
+26,694
| New | +$7.91M | 1.2% | 29 |
|
|
2016
Q3 | – | Sell |
-3,480
| Closed | -$388K | – | 64 |
|
|
2016
Q2 | $388K | Buy |
+3,480
| New | +$388K | 0.09% | 47 |
|