MSAM
Moloney Securities Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,717
| Closed | -$1.71M | – | 497 |
|
|
2024
Q4 | $1.71M | Buy |
2,717
+20
| +0.7% | +$12.6K | 0.23% | 111 |
|
|
2024
Q3 | $1.67M | Buy |
2,697
+300
| +13% | +$186K | 0.22% | 113 |
|
|
2024
Q2 | $1.58M | Buy |
2,397
+50
| +2% | +$32.9K | 0.23% | 105 |
|
|
2024
Q1 | $1.53M | Sell |
2,347
-425
| -15% | -$276K | 0.23% | 108 |
|
|
2023
Q4 | $1.73M | Sell |
2,772
-213
| -7% | -$133K | 0.28% | 86 |
|
|
2023
Q3 | $1.53M | Buy |
2,985
+360
| +14% | +$184K | 0.27% | 86 |
|
|
2023
Q2 | $1.2M | Buy |
2,625
+825
| +46% | +$378K | 0.21% | 121 |
|
|
2023
Q1 | $802K | Buy |
1,800
+925
| +106% | +$412K | 0.15% | 168 |
|
|
2022
Q4 | $341K | Buy |
+875
| New | +$341K | 0.08% | 267 |
|
|
2021
Q4 | – | Sell |
-6,097
| Closed | -$3.29M | – | 461 |
|
|
2021
Q3 | $3.29M | Buy |
+6,097
| New | +$3.29M | 0.6% | 43 |
|