Neville Rodie & Shaw’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Hold |
1,179
| – | – | 0.07% | 132 |
|
|
2025
Q1 | $724K | Hold |
1,179
| – | – | 0.06% | 151 |
|
|
2024
Q4 | $741K | Hold |
1,179
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $732K | Sell |
1,179
-28
| -2% | -$17.4K | 0.05% | 150 |
|
|
2024
Q2 | $793K | Hold |
1,207
| – | – | 0.06% | 140 |
|
|
2024
Q1 | $785K | Hold |
1,207
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $754K | Hold |
1,207
| – | – | 0.06% | 144 |
|
|
2023
Q3 | $617K | Hold |
1,207
| – | – | 0.06% | 156 |
|
|
2023
Q2 | $553K | Hold |
1,207
| – | – | 0.05% | 171 |
|
|
2023
Q1 | $538K | Hold |
1,207
| – | – | 0.05% | 173 |
|
|
2022
Q4 | $470K | Hold |
1,207
| – | – | 0.04% | 184 |
|
|
2022
Q3 | $467K | Hold |
1,207
| – | – | 0.05% | 171 |
|
|
2022
Q2 | $465K | Hold |
1,207
| – | – | 0.04% | 179 |
|
|
2022
Q1 | $584K | Hold |
1,207
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $776K | Hold |
1,207
| – | – | 0.06% | 161 |
|
|
2021
Q3 | $651K | Hold |
1,207
| – | – | 0.05% | 161 |
|
|
2021
Q2 | $592K | Hold |
1,207
| – | – | 0.05% | 170 |
|
|
2021
Q1 | $462K | Hold |
1,207
| – | – | 0.04% | 186 |
|
|
2020
Q4 | $458K | Hold |
1,207
| – | – | 0.04% | 181 |
|
|
2020
Q3 | $394K | Hold |
1,207
| – | – | 0.04% | 183 |
|
|
2020
Q2 | $358K | Hold |
1,207
| – | – | 0.04% | 181 |
|
|
2020
Q1 | $278K | Hold |
1,207
| – | – | 0.03% | 190 |
|
|
2019
Q4 | $316K | Hold |
1,207
| – | – | 0.03% | 200 |
|
|
2019
Q3 | $321K | Hold |
1,207
| – | – | 0.03% | 196 |
|
|
2019
Q2 | $315K | Buy |
1,207
+124
| +11% | +$32.4K | 0.03% | 200 |
|
|
2019
Q1 | $283K | Buy |
1,083
+14
| +1% | +$3.66K | 0.03% | 209 |
|
|
2018
Q4 | $210K | Hold |
1,069
| – | – | 0.03% | 217 |
|
|
2018
Q3 | $243K | Hold |
1,069
| – | – | 0.02% | 227 |
|
|
2018
Q2 | $218K | Buy |
+1,069
| New | +$218K | 0.02% | 239 |
|