Mogy Joel R Investment Counsel’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7M | Buy |
73,231
+122
| +0.2% | +$96.1K | 3.33% | 11 |
|
|
2025
Q1 | $44.9M | Buy |
73,109
+1,123
| +2% | +$690K | 2.89% | 13 |
|
|
2024
Q4 | $45.2M | Buy |
71,986
+414
| +0.6% | +$260K | 2.69% | 13 |
|
|
2024
Q3 | $44.4M | Buy |
71,572
+407
| +0.6% | +$253K | 2.72% | 13 |
|
|
2024
Q2 | $46.8M | Buy |
71,165
+277
| +0.4% | +$182K | 2.96% | 13 |
|
|
2024
Q1 | $46.1M | Sell |
70,888
-976
| -1% | -$634K | 3.13% | 10 |
|
|
2023
Q4 | $44.9M | Sell |
71,864
-1,806
| -2% | -$1.13M | 3.39% | 10 |
|
|
2023
Q3 | $37.6M | Sell |
73,670
-76
| -0.1% | -$38.8K | 3.17% | 11 |
|
|
2023
Q2 | $33.8M | Buy |
73,746
+572
| +0.8% | +$262K | 2.69% | 15 |
|
|
2023
Q1 | $32.6M | Buy |
73,174
+375
| +0.5% | +$167K | 2.89% | 13 |
|
|
2022
Q4 | $28.3M | Buy |
72,799
+10
| +0% | +$3.89K | 2.83% | 11 |
|
|
2022
Q3 | $28.2M | Buy |
72,789
+106
| +0.1% | +$41.1K | 2.95% | 11 |
|
|
2022
Q2 | $28M | Sell |
72,683
-67
| -0.1% | -$25.8K | 2.76% | 12 |
|
|
2022
Q1 | $35M | Buy |
72,750
+500
| +0.7% | +$240K | 2.77% | 12 |
|
|
2021
Q4 | $46.5M | Buy |
72,250
+530
| +0.7% | +$341K | 3.33% | 8 |
|
|
2021
Q3 | $38.7M | Buy |
71,720
+505
| +0.7% | +$272K | 3.17% | 12 |
|
|
2021
Q2 | $34.9M | Buy |
71,215
+1,146
| +2% | +$562K | 2.95% | 13 |
|
|
2021
Q1 | $26.8M | Buy |
70,069
+2,335
| +3% | +$894K | 2.58% | 14 |
|
|
2020
Q4 | $25.7M | Buy |
67,734
+82
| +0.1% | +$31.1K | 2.54% | 13 |
|
|
2020
Q3 | $22.1M | Buy |
67,652
+58
| +0.1% | +$18.9K | 2.38% | 14 |
|
|
2020
Q2 | $20M | Sell |
67,594
-1,445
| -2% | -$428K | 2.4% | 14 |
|
|
2020
Q1 | $15.9M | Buy |
69,039
+29
| +0% | +$6.67K | 2.26% | 14 |
|
|
2019
Q4 | $18.1M | Buy |
69,010
+185
| +0.3% | +$48.5K | 2.17% | 18 |
|
|
2019
Q3 | $18.3M | Sell |
68,825
-297
| -0.4% | -$79K | 2.32% | 14 |
|
|
2019
Q2 | $18.1M | Buy |
69,122
+249
| +0.4% | +$65.1K | 2.35% | 13 |
|
|
2019
Q1 | $18M | Buy |
68,873
+432
| +0.6% | +$113K | 2.43% | 13 |
|
|
2018
Q4 | $13.5M | Sell |
68,441
-14
| -0% | -$2.76K | 2.09% | 17 |
|
|
2018
Q3 | $15.6M | Buy |
68,455
+25
| +0% | +$5.69K | 2.09% | 17 |
|
|
2018
Q2 | $14M | Sell |
68,430
-350
| -0.5% | -$71.5K | 2.07% | 18 |
|
|
2018
Q1 | $11.9M | Buy |
68,780
+925
| +1% | +$160K | 1.85% | 19 |
|
|
2017
Q4 | $10.7M | Buy |
67,855
+600
| +0.9% | +$94.7K | 1.67% | 22 |
|
|
2017
Q3 | $9.56M | Buy |
67,255
+2,680
| +4% | +$381K | 1.59% | 22 |
|
|
2017
Q2 | $8.58M | Buy |
64,575
+5,080
| +9% | +$675K | 1.47% | 25 |
|
|
2017
Q1 | $6.9M | Buy |
59,495
+11,810
| +25% | +$1.37M | 1.19% | 30 |
|
|
2016
Q4 | $5.47M | Buy |
47,685
+7,805
| +20% | +$895K | 0.99% | 32 |
|
|
2016
Q3 | $4.39M | Buy |
39,880
+15,205
| +62% | +$1.67M | 0.8% | 39 |
|
|
2016
Q2 | $2.75M | Buy |
24,675
+6,815
| +38% | +$761K | 0.51% | 51 |
|
|
2016
Q1 | $1.86M | Buy |
17,860
+16,091
| +910% | +$1.67M | 0.34% | 62 |
|
|
2015
Q4 | $1.71K | Sell |
1,769
-13,121
| -88% | -$12.7K | 0.32% | 65 |
|
|
2015
Q3 | $1.32M | Buy |
14,890
+540
| +4% | +$47.9K | 0.26% | 73 |
|
|
2015
Q2 | $1.45M | Buy |
14,350
+900
| +7% | +$90.7K | 0.27% | 69 |
|
|
2015
Q1 | $1.3M | Buy |
13,450
+200
| +2% | +$19.4K | 0.24% | 72 |
|
|
2014
Q4 | $1.22M | Hold |
13,250
| – | – | 0.23% | 73 |
|
|
2014
Q3 | $1.16M | Buy |
13,250
+350
| +3% | +$30.7K | 0.23% | 73 |
|
|
2014
Q2 | $1.04M | Buy |
12,900
+1,950
| +18% | +$157K | 0.21% | 75 |
|
|
2014
Q1 | $851K | Buy |
10,950
+2,100
| +24% | +$163K | 0.18% | 83 |
|
|
2013
Q4 | $675K | Hold |
8,850
| – | – | 0.14% | 90 |
|
|
2013
Q3 | $587K | Buy |
8,850
+2,250
| +34% | +$149K | 0.13% | 96 |
|
|
2013
Q2 | $403K | Buy |
+6,600
| New | +$403K | 0.1% | 107 |
|