Meristem Family Wealth’s Intuit INTU Stock Holding History

Meristem Family Wealth’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$4.83M	Sell	10,048 -3,854	-28%	-$1.85M	0.52%	24
2021 Q4	$8.94M	Buy	13,902 +3,434	+33%	+$2.21M	0.77%	17
2021 Q3	$5.65M	Sell	10,468 -341	-3%	-$184K	0.54%	26
2021 Q2	$5.3M	Sell	10,809 -14	-0.1%	-$6.86K	0.83%	17
2021 Q1	$4.15M	Buy	10,823 +40	+0.4%	+$15.3K	0.84%	18
2020 Q4	$4.1M	Sell	10,783 -2	-0%	-$760	0.87%	20
2020 Q3	$3.52M	Hold	10,785	–	–	0.9%	19
2020 Q2	$3.19M	Buy	10,785 +19	+0.2%	+$5.63K	0.88%	19
2020 Q1	$2.48M	Buy	10,766 +76	+0.7%	+$17.5K	0.76%	24
2019 Q4	$2.8M	Buy	10,690 +35	+0.3%	+$9.17K	0.69%	28
2019 Q3	$2.83M	Buy	10,655 +378	+4%	+$101K	0.77%	26
2019 Q2	$2.69M	Hold	10,277	–	–	0.82%	25
2019 Q1	$2.69M	Hold	10,277	–	–	0.91%	24
2018 Q4	$2.02M	Sell	10,277 -300	-3%	-$59.1K	0.74%	23
2018 Q3	$2.41M	Hold	10,577	–	–	0.82%	19
2018 Q2	$2.16M	Hold	10,577	–	–	0.76%	21
2018 Q1	$1.83M	Hold	10,577	–	–	0.66%	24
2017 Q4	$1.67M	Hold	10,577	–	–	0.6%	25
2017 Q3	$1.5M	Hold	10,577	–	–	0.6%	24
2017 Q2	$1.41M	Hold	10,577	–	–	0.58%	27
2017 Q1	$1.23M	Sell	10,577 -70	-0.7%	-$8.12K	0.49%	28
2016 Q4	$1.22M	Sell	10,647 -3,806	-26%	-$436K	0.5%	32
2016 Q3	$1.59M	Hold	14,453	–	–	0.67%	27
2016 Q2	$1.61M	Hold	14,453	–	–	0.71%	26
2016 Q1	$1.5M	Hold	14,453	–	–	0.66%	26
2015 Q4	$1.4M	Sell	14,453 -420	-3%	-$40.5K	0.55%	30
2015 Q3	$1.32M	Sell	14,873 -1,078	-7%	-$95.7K	0.69%	27
2015 Q2	$1.61M	Hold	15,951	–	–	0.7%	26
2015 Q1	$1.55M	Hold	15,951	–	–	0.65%	27
2014 Q4	$1.47M	Hold	15,951	–	–	0.54%	31
2014 Q3	$1.4M	Sell	15,951 -174	-1%	-$15.3K	0.6%	30
2014 Q2	$1.3M	Hold	16,125	–	–	0.54%	32
2014 Q1	$1.25M	Sell	16,125 -1,318	-8%	-$102K	0.55%	31
2013 Q4	$1.33M	Sell	17,443 -312	-2%	-$23.8K	0.55%	32
2013 Q3	$1.18M	Buy	17,755 +15	+0.1%	+$994	0.54%	33
2013 Q2	$1.08M	Buy	+17,740	New	+$1.08M	0.5%	34