NAM
NorthCrest Asset Manangement’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.6M | Sell |
69,896
-520
| -0.7% | -$406K | 1.47% | 11 |
|
|
2025
Q1 | $43.2M | Buy |
70,416
+730
| +1% | +$448K | 1.31% | 10 |
|
|
2024
Q4 | $43.8M | Buy |
69,686
+286
| +0.4% | +$180K | 1.31% | 11 |
|
|
2024
Q3 | $43.1M | Buy |
69,400
+1,484
| +2% | +$922K | 1.3% | 11 |
|
|
2024
Q2 | $44.6M | Buy |
67,916
+1,185
| +2% | +$779K | 1.48% | 10 |
|
|
2024
Q1 | $43.4M | Sell |
66,731
-3,289
| -5% | -$2.14M | 1.48% | 9 |
|
|
2023
Q4 | $43.8M | Buy |
70,020
+215
| +0.3% | +$134K | 1.66% | 6 |
|
|
2023
Q3 | $35.7M | Buy |
69,805
+3,037
| +5% | +$1.55M | 1.45% | 9 |
|
|
2023
Q2 | $30.6M | Buy |
66,768
+15,847
| +31% | +$7.26M | 1.21% | 12 |
|
|
2023
Q1 | $22.7M | Buy |
50,921
+281
| +0.6% | +$125K | 0.94% | 22 |
|
|
2022
Q4 | $19.7M | Sell |
50,640
-692
| -1% | -$269K | 1.12% | 18 |
|
|
2022
Q3 | $19.9M | Buy |
51,332
+865
| +2% | +$335K | 1.08% | 15 |
|
|
2022
Q2 | $19.5M | Buy |
50,467
+787
| +2% | +$303K | 1% | 19 |
|
|
2022
Q1 | $23.9M | Buy |
49,680
+1,156
| +2% | +$556K | 1.13% | 15 |
|
|
2021
Q4 | $31.2M | Buy |
+48,524
| New | +$31.2M | 1.71% | 7 |
|