NorthRock 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
$2.87M Buy
3,644
+234
+7% +$184K 0.07% 101
2025
Q1
$2.09M Buy
3,410
+117
+4% +$71.8K 0.07% 113
2024
Q4
$2.07M Sell
3,293
-358
-10% -$225K 0.07% 115
2024
Q3
$2.27M Buy
3,651
+571
+19% +$355K 0.07% 113
2024
Q2
$2.02M Buy
3,080
+297
+11% +$195K 0.08% 113
2024
Q1
$1.81M Buy
2,783
+221
+9% +$144K 0.07% 132
2023
Q4
$1.6M Buy
2,562
+1,411
+123% +$882K 0.07% 137
2023
Q3
$588K Buy
1,151
+178
+18% +$90.9K 0.06% 133
2023
Q2
$446K Sell
973
-139
-13% -$63.7K 0.05% 152
2023
Q1
$496K Sell
1,112
-245
-18% -$109K 0.05% 153
2022
Q4
$528K Buy
1,357
+171
+14% +$66.6K 0.06% 150
2022
Q3
$459K Buy
1,186
+560
+89% +$217K 0.05% 153
2022
Q2
$241K Sell
626
-235
-27% -$90.5K 0.03% 261
2022
Q1
$414K Buy
861
+39
+5% +$18.8K 0.04% 199
2021
Q4
$529K Buy
822
+354
+76% +$228K 0.04% 172
2021
Q3
$252K Buy
+468
New +$252K 0.02% 237