NDSI
Newman Dignan & Sheerar Inc’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
650
+10
| +2% | +$7.88K | 0.12% | 114 |
|
|
2025
Q1 | $393K | Buy |
640
+40
| +7% | +$24.6K | 0.11% | 116 |
|
|
2024
Q4 | $377K | Hold |
600
| – | – | 0.1% | 123 |
|
|
2024
Q3 | $367K | Hold |
600
| – | – | 0.09% | 132 |
|
|
2024
Q2 | $394K | Hold |
600
| – | – | 0.1% | 124 |
|
|
2024
Q1 | $390K | Hold |
600
| – | – | 0.1% | 132 |
|
|
2023
Q4 | $375K | Hold |
600
| – | – | 0.11% | 125 |
|
|
2023
Q3 | $307K | Hold |
600
| – | – | 0.1% | 133 |
|
|
2023
Q2 | $275K | Hold |
600
| – | – | 0.08% | 149 |
|
|
2023
Q1 | $267K | Hold |
600
| – | – | 0.09% | 156 |
|
|
2022
Q4 | $234K | Sell |
600
-3
| -0.5% | -$1.17K | 0.08% | 169 |
|
|
2022
Q3 | $234 | Buy |
603
+3
| +0.5% | +$1 | 0.04% | 159 |
|
|
2022
Q2 | $231K | Hold |
600
| – | – | 0.08% | 174 |
|
|
2022
Q1 | $289 | Hold |
600
| – | – | 0.06% | 153 |
|
|
2021
Q4 | $386K | Sell |
600
-2
| -0.3% | -$1.29K | 0.12% | 128 |
|
|
2021
Q3 | $325K | Hold |
602
| – | – | 0.09% | 145 |
|
|
2021
Q2 | $295K | Buy |
602
+2
| +0.3% | +$980 | 0.1% | 150 |
|
|
2021
Q1 | $230K | Hold |
600
| – | – | 0.08% | 163 |
|
|
2020
Q4 | $228 | Buy |
+600
| New | +$228 | 0.04% | 157 |
|