NCM
Nelson Capital Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
1,665
-300
| -15% | -$236K | 0.17% | 68 |
|
|
2025
Q1 | $1.21M | Hold |
1,965
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $1.24M | Hold |
1,965
| – | – | 0.2% | 70 |
|
|
2024
Q3 | $1.22M | Hold |
1,965
| – | – | 0.21% | 68 |
|
|
2024
Q2 | $1.29M | Hold |
1,965
| – | – | 0.23% | 70 |
|
|
2024
Q1 | $1.28M | Hold |
1,965
| – | – | 0.24% | 70 |
|
|
2023
Q4 | $1.23M | Buy |
1,965
+1,354
| +222% | +$846K | 0.27% | 66 |
|
|
2023
Q3 | $312K | Hold |
611
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $280K | Hold |
611
| – | – | 0.07% | 79 |
|
|
2023
Q1 | $272K | Hold |
611
| – | – | 0.08% | 78 |
|
|
2022
Q4 | $238K | Buy |
+611
| New | +$238K | 0.07% | 86 |
|
|
2016
Q2 | – | Sell |
-67
| Closed | -$7K | – | 280 |
|
|
2016
Q1 | $7K | Hold |
67
| – | – | ﹤0.01% | 212 |
|
|
2015
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 217 |
|
|
2015
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 219 |
|
|
2015
Q2 | $7K | Hold |
67
| – | – | ﹤0.01% | 216 |
|
|
2015
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 227 |
|