MAM
McLean Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
522
+24
| +5% | +$18.6K | 0.11% | 96 |
|
|
2025
Q1 | $271K | Sell |
498
-2
| -0.4% | -$1.09K | 0.09% | 121 |
|
|
2024
Q4 | $314K | Buy |
500
+10
| +2% | +$6.28K | 0.09% | 110 |
|
|
2024
Q3 | $299K | Buy |
490
+4
| +0.8% | +$2.44K | 0.09% | 108 |
|
|
2024
Q2 | $307K | Buy |
486
+11
| +2% | +$6.96K | 0.1% | 103 |
|
|
2024
Q1 | $306K | Buy |
475
+2
| +0.4% | +$1.29K | 0.1% | 103 |
|
|
2023
Q4 | $278K | Buy |
473
+1
| +0.2% | +$589 | 0.1% | 105 |
|
|
2023
Q3 | $255K | Buy |
472
+1
| +0.2% | +$540 | 0.1% | 105 |
|
|
2023
Q2 | $216K | Sell |
471
-1
| -0.2% | -$458 | 0.08% | 120 |
|
|
2023
Q1 | $211K | Buy |
+472
| New | +$211K | 0.09% | 121 |
|
|
2022
Q2 | – | Sell |
-485
| Closed | -$233K | – | 136 |
|
|
2022
Q1 | $233K | Buy |
485
+11
| +2% | +$5.29K | 0.17% | 110 |
|
|
2021
Q4 | $274K | Sell |
474
-59
| -11% | -$34.1K | 0.11% | 101 |
|
|
2021
Q3 | $325K | Buy |
533
+8
| +2% | +$4.88K | 0.12% | 87 |
|
|
2021
Q2 | $263K | Buy |
525
+9
| +2% | +$4.51K | 0.12% | 88 |
|
|
2021
Q1 | $215K | Sell |
516
-24
| -4% | -$10K | 0.17% | 97 |
|
|
2020
Q4 | $205K | Buy |
+540
| New | +$205K | 0.18% | 90 |
|