Montag & Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
18,286
+4,083
| +29% | +$3.22M | 0.7% | 36 |
|
|
2025
Q1 | $8.72M | Buy |
14,203
+768
| +6% | +$472K | 0.44% | 57 |
|
|
2024
Q4 | $8.44M | Sell |
13,435
-2,035
| -13% | -$1.28M | 0.4% | 60 |
|
|
2024
Q3 | $9.61M | Sell |
15,470
-4,405
| -22% | -$2.74M | 0.45% | 59 |
|
|
2024
Q2 | $13.1M | Buy |
19,875
+245
| +1% | +$161K | 0.66% | 41 |
|
|
2024
Q1 | $12.8M | Buy |
19,630
+159
| +0.8% | +$103K | 0.64% | 44 |
|
|
2023
Q4 | $12.2M | Buy |
19,471
+788
| +4% | +$493K | 0.68% | 37 |
|
|
2023
Q3 | $9.55M | Buy |
18,683
+4,875
| +35% | +$2.49M | 0.6% | 45 |
|
|
2023
Q2 | $6.33M | Sell |
13,808
-95
| -0.7% | -$43.5K | 0.39% | 60 |
|
|
2023
Q1 | $6.2M | Sell |
13,903
-250
| -2% | -$111K | 0.41% | 61 |
|
|
2022
Q4 | $5.51M | Sell |
14,153
-218
| -2% | -$84.9K | 0.37% | 71 |
|
|
2022
Q3 | $5.57M | Buy |
14,371
+1,146
| +9% | +$444K | 0.39% | 70 |
|
|
2022
Q2 | $5.1M | Sell |
13,225
-17
| -0.1% | -$6.55K | 0.33% | 78 |
|
|
2022
Q1 | $6.37M | Buy |
13,242
+12
| +0.1% | +$5.77K | 0.34% | 81 |
|
|
2021
Q4 | $8.51M | Buy |
13,230
+248
| +2% | +$160K | 0.42% | 65 |
|
|
2021
Q3 | $7M | Sell |
12,982
-511
| -4% | -$276K | 0.38% | 70 |
|
|
2021
Q2 | $6.61M | Sell |
13,493
-5,296
| -28% | -$2.6M | 0.35% | 80 |
|
|
2021
Q1 | $7.2M | Buy |
18,789
+137
| +0.7% | +$52.5K | 0.41% | 71 |
|
|
2020
Q4 | $7.09M | Buy |
18,652
+410
| +2% | +$156K | 0.44% | 66 |
|
|
2020
Q3 | $5.95M | Buy |
18,242
+450
| +3% | +$147K | 0.48% | 60 |
|
|
2020
Q2 | $5.27M | Sell |
17,792
-14,207
| -44% | -$4.21M | 0.46% | 61 |
|
|
2020
Q1 | $7.36M | Buy |
31,999
+7,020
| +28% | +$1.61M | 0.73% | 37 |
|
|
2019
Q4 | $6.54M | Buy |
24,979
+8,757
| +54% | +$2.29M | 0.52% | 54 |
|
|
2019
Q3 | $4.31M | Buy |
16,222
+685
| +4% | +$182K | 0.38% | 68 |
|
|
2019
Q2 | $4.06M | Sell |
15,537
-2,953
| -16% | -$772K | 0.36% | 70 |
|
|
2019
Q1 | $4.83M | Buy |
+18,490
| New | +$4.83M | 0.45% | 59 |
|