Middleton & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
23,122
-1,117
| -5% | -$880K | 2.05% | 13 |
|
|
2025
Q1 | $14.9M | Sell |
24,239
-753
| -3% | -$462K | 1.74% | 16 |
|
|
2024
Q4 | $15.7M | Buy |
24,992
+251
| +1% | +$158K | 1.74% | 15 |
|
|
2024
Q3 | $15.4M | Buy |
24,741
+79
| +0.3% | +$49.1K | 1.7% | 20 |
|
|
2024
Q2 | $16.2M | Sell |
24,662
-97
| -0.4% | -$63.8K | 1.88% | 16 |
|
|
2024
Q1 | $16.1M | Sell |
24,759
-1,127
| -4% | -$733K | 1.86% | 15 |
|
|
2023
Q4 | $16.2M | Buy |
25,886
+237
| +0.9% | +$148K | 2.02% | 12 |
|
|
2023
Q3 | $13.1M | Sell |
25,649
-213
| -0.8% | -$109K | 1.81% | 17 |
|
|
2023
Q2 | $11.8M | Sell |
25,862
-46
| -0.2% | -$21.1K | 1.57% | 20 |
|
|
2023
Q1 | $11.6M | Sell |
25,908
-41
| -0.2% | -$18.3K | 1.66% | 18 |
|
|
2022
Q4 | $10.1M | Sell |
25,949
-656
| -2% | -$255K | 1.5% | 20 |
|
|
2022
Q3 | $10.3M | Sell |
26,605
-2,998
| -10% | -$1.16M | 1.57% | 19 |
|
|
2022
Q2 | $11.4M | Sell |
29,603
-515
| -2% | -$198K | 1.46% | 23 |
|
|
2022
Q1 | $14.5M | Buy |
30,118
+66
| +0.2% | +$31.7K | 1.55% | 19 |
|
|
2021
Q4 | $19.3M | Sell |
30,052
-609
| -2% | -$392K | 1.88% | 14 |
|
|
2021
Q3 | $16.5M | Buy |
30,661
+1,258
| +4% | +$679K | 1.77% | 16 |
|
|
2021
Q2 | $14.4M | Sell |
29,403
-195
| -0.7% | -$95.6K | 1.56% | 19 |
|
|
2021
Q1 | $11.3M | Sell |
29,598
-529
| -2% | -$203K | 1.28% | 30 |
|
|
2020
Q4 | $11.4M | Buy |
30,127
+821
| +3% | +$312K | 1.35% | 25 |
|
|
2020
Q3 | $9.56M | Buy |
29,306
+3,277
| +13% | +$1.07M | 1.27% | 30 |
|
|
2020
Q2 | $7.71M | Buy |
26,029
+7,688
| +42% | +$2.28M | 1.11% | 35 |
|
|
2020
Q1 | $4.22M | Sell |
18,341
-390
| -2% | -$89.7K | 0.74% | 43 |
|
|
2019
Q4 | $4.91M | Sell |
18,731
-407
| -2% | -$107K | 0.7% | 50 |
|
|
2019
Q3 | $5.09M | Sell |
19,138
-102
| -0.5% | -$27.1K | 0.78% | 47 |
|
|
2019
Q2 | $5.03M | Sell |
19,240
-535
| -3% | -$140K | 0.78% | 46 |
|
|
2019
Q1 | $5.17M | Sell |
19,775
-300
| -1% | -$78.4K | 0.83% | 45 |
|
|
2018
Q4 | $3.95M | Sell |
20,075
-781
| -4% | -$154K | 0.73% | 49 |
|
|
2018
Q3 | $4.74M | Sell |
20,856
-1,765
| -8% | -$401K | 0.74% | 47 |
|
|
2018
Q2 | $4.62M | Sell |
22,621
-2,052
| -8% | -$419K | 0.79% | 47 |
|
|
2018
Q1 | $4.28M | Sell |
24,673
-1,134
| -4% | -$197K | 0.77% | 48 |
|
|
2017
Q4 | $4.07M | Sell |
25,807
-512
| -2% | -$80.8K | 0.68% | 54 |
|
|
2017
Q3 | $3.74M | Sell |
26,319
-348
| -1% | -$49.5K | 0.68% | 51 |
|
|
2017
Q2 | $3.54M | Sell |
26,667
-560
| -2% | -$74.4K | 0.75% | 52 |
|
|
2017
Q1 | $3.16M | Sell |
27,227
-1,392
| -5% | -$161K | 0.69% | 53 |
|
|
2016
Q4 | $3.28M | Sell |
28,619
-788
| -3% | -$90.3K | 0.74% | 48 |
|
|
2016
Q3 | $3.24M | Sell |
29,407
-1,055
| -3% | -$116K | 0.72% | 47 |
|
|
2016
Q2 | $3.4M | Sell |
30,462
-503
| -2% | -$56.1K | 0.78% | 40 |
|
|
2016
Q1 | $3.22M | Sell |
30,965
-769
| -2% | -$80K | 0.75% | 43 |
|
|
2015
Q4 | $3.06M | Hold |
31,734
| – | – | 0.68% | 46 |
|
|
2015
Q3 | $2.82M | Sell |
31,734
-425
| -1% | -$37.7K | 0.67% | 48 |
|
|
2015
Q2 | $3.24M | Sell |
32,159
-751
| -2% | -$75.7K | 0.7% | 47 |
|
|
2015
Q1 | $3.19M | Sell |
32,910
-1,003
| -3% | -$97.3K | 0.7% | 47 |
|
|
2014
Q4 | $3.13M | Sell |
33,913
-245
| -0.7% | -$22.6K | 0.7% | 47 |
|
|
2014
Q3 | $2.99M | Sell |
34,158
-1,920
| -5% | -$168K | 0.7% | 46 |
|
|
2014
Q2 | $2.91M | Sell |
36,078
-1,510
| -4% | -$122K | 0.66% | 49 |
|
|
2014
Q1 | $2.92M | Sell |
37,588
-1,410
| -4% | -$110K | 0.68% | 51 |
|
|
2013
Q4 | $2.98M | Sell |
38,998
-9,240
| -19% | -$705K | 0.78% | 42 |
|
|
2013
Q3 | $3.2M | Sell |
48,238
-9,920
| -17% | -$658K | 0.84% | 49 |
|
|
2013
Q2 | $3.55M | Buy |
+58,158
| New | +$3.55M | 1.04% | 40 |
|