MC
Montag & Caldwell’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
24,546
-763
| -3% | -$601K | 4.23% | 3 |
|
|
2025
Q1 | $15.5M | Sell |
25,309
-1,204
| -5% | -$739K | 3.61% | 6 |
|
|
2024
Q4 | $16.7M | Sell |
26,513
-2,109
| -7% | -$1.33M | 3.56% | 8 |
|
|
2024
Q3 | $17.8M | Sell |
28,622
-1,244
| -4% | -$773K | 3.61% | 7 |
|
|
2024
Q2 | $19.6M | Sell |
29,866
-1,720
| -5% | -$1.13M | 3.96% | 7 |
|
|
2024
Q1 | $20.5M | Sell |
31,586
-875
| -3% | -$569K | 3.54% | 9 |
|
|
2023
Q4 | $20.3M | Sell |
32,461
-17,812
| -35% | -$11.1M | 3.54% | 9 |
|
|
2023
Q3 | $25.7M | Sell |
50,273
-398
| -0.8% | -$203K | 3.3% | 14 |
|
|
2023
Q2 | $23.2M | Buy |
50,671
+12,413
| +32% | +$5.69M | 2.83% | 17 |
|
|
2023
Q1 | $17.1M | Buy |
38,258
+154
| +0.4% | +$68.7K | 2.29% | 23 |
|
|
2022
Q4 | $14.8M | Buy |
38,104
+15,414
| +68% | +$6M | 2.15% | 23 |
|
|
2022
Q3 | $8.79M | Buy |
22,690
+1,834
| +9% | +$710K | 1.31% | 30 |
|
|
2022
Q2 | $8.04M | Buy |
+20,856
| New | +$8.04M | 1.17% | 31 |
|