Nicholas Investment Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Hold |
1,314
| – | – | 0.09% | 181 |
|
2025
Q1 | $807K | Sell |
1,314
-1,639
| -56% | -$1.01M | 0.08% | 167 |
|
2024
Q4 | $1.86M | Sell |
2,953
-1,110
| -27% | -$698K | 0.16% | 162 |
|
2024
Q3 | $2.52M | Hold |
4,063
| – | – | 0.23% | 150 |
|
2024
Q2 | $2.67M | Sell |
4,063
-736
| -15% | -$484K | 0.28% | 125 |
|
2024
Q1 | $3.12M | Hold |
4,799
| – | – | 0.32% | 115 |
|
2023
Q4 | $3M | Buy |
4,799
+2,820
| +142% | +$1.76M | 0.35% | 111 |
|
2023
Q3 | $1.01M | Hold |
1,979
| – | – | 0.08% | 155 |
|
2023
Q2 | $907K | Hold |
1,979
| – | – | 0.06% | 165 |
|
2023
Q1 | $882K | Sell |
1,979
-4,544
| -70% | -$2.03M | 0.07% | 162 |
|
2022
Q4 | $2.54M | Sell |
6,523
-1,603
| -20% | -$624K | 0.22% | 112 |
|
2022
Q3 | $3.15M | Buy |
8,126
+1,962
| +32% | +$760K | 0.29% | 99 |
|
2022
Q2 | $2.38M | Sell |
6,164
-2,839
| -32% | -$1.09M | 0.22% | 116 |
|
2022
Q1 | $4.33M | Buy |
9,003
+2,839
| +46% | +$1.37M | 0.31% | 104 |
|
2021
Q4 | $3.97M | Buy |
6,164
+4,259
| +224% | +$2.74M | 0.25% | 127 |
|
2021
Q3 | $1.03M | Buy |
1,905
+207
| +12% | +$112K | 0.08% | 165 |
|
2021
Q2 | $832K | Sell |
1,698
-810
| -32% | -$397K | 0.05% | 181 |
|
2021
Q1 | $961K | Buy |
2,508
+827
| +49% | +$317K | 0.07% | 164 |
|
2020
Q4 | $639K | Buy |
1,681
+138
| +9% | +$52.5K | 0.05% | 163 |
|
2020
Q3 | $503K | Hold |
1,543
| – | – | 0.05% | 156 |
|
2020
Q2 | $457K | Buy |
1,543
+635
| +70% | +$188K | 0.09% | 153 |
|
2020
Q1 | $209K | Buy |
+908
| New | +$209K | 0.04% | 169 |
|
2017
Q2 | – | Sell |
-45,102
| Closed | -$5.23M | – | 253 |
|
2017
Q1 | $5.23M | Sell |
45,102
-16,397
| -27% | -$1.9M | 0.37% | 84 |
|
2016
Q4 | $7.05M | Buy |
61,499
+14,926
| +32% | +$1.71M | 0.53% | 49 |
|
2016
Q3 | $5.12M | Buy |
46,573
+811
| +2% | +$89.2K | 0.34% | 92 |
|
2016
Q2 | $5.11M | Buy |
45,762
+6,803
| +17% | +$759K | 0.35% | 96 |
|
2016
Q1 | $4.05M | Buy |
+38,959
| New | +$4.05M | 0.3% | 129 |
|