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 |
|