Nelson Capital Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
2025
Q1
$1.21M Hold
2024
Q4
$1.24M Hold
2024
Q3
$1.22M Hold
2024
Q2
$1.29M Hold
2024
Q1
$1.28M Hold
2023
Q4
$1.23M Buy
2023
Q3
$312K Hold
2023
Q2
$280K Hold
2023
Q1
$272K Hold
2022
Q4
$238K Buy
2016
Q2
Sell
2016
Q1
$7K Hold
2015
Q4
$6K Hold
2015
Q3
$6K Hold
2015
Q2
$7K Hold
2015
Q1
$6K Buy