Newman Dignan & Sheerar Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $444K | Hold |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $377K | Hold |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $234 | Buy |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $289 | Hold |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $228 | Buy |
|