NEI
Northwest & Ethical Investments’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8M | Sell |
51,769
-4,905
| -9% | -$3.86M | 1.01% | 14 |
|
|
2025
Q1 | $34.8M | Buy |
56,674
+16,580
| +41% | +$10.2M | 0.94% | 16 |
|
|
2024
Q4 | $25.2M | Buy |
40,094
+2,972
| +8% | +$1.87M | 0.68% | 35 |
|
|
2024
Q3 | $23.1M | Buy |
37,122
+3,503
| +10% | +$2.18M | 0.61% | 49 |
|
|
2024
Q2 | $22.1M | Buy |
33,619
+1,345
| +4% | +$884K | 0.63% | 45 |
|
|
2024
Q1 | $21M | Buy |
32,274
+791
| +3% | +$514K | 0.6% | 47 |
|
|
2023
Q4 | $19.7M | Buy |
31,483
+5,643
| +22% | +$3.53M | 0.6% | 48 |
|
|
2023
Q3 | $13.2M | Buy |
25,840
+11,203
| +77% | +$5.72M | 0.44% | 76 |
|
|
2023
Q2 | $6.71M | Hold |
14,637
| – | – | 0.21% | 144 |
|
|
2023
Q1 | $6.53M | Buy |
+14,637
| New | +$6.53M | 0.22% | 140 |
|
|
2021
Q4 | – | Sell |
-1,940
| Closed | -$1.05M | – | 421 |
|
|
2021
Q3 | $1.05M | Sell |
1,940
-14
| -0.7% | -$7.55K | 0.03% | 292 |
|
|
2021
Q2 | $958K | Hold |
1,954
| – | – | 0.03% | 306 |
|
|
2021
Q1 | $748K | Hold |
1,954
| – | – | 0.03% | 341 |
|
|
2020
Q4 | $742K | Hold |
1,954
| – | – | 0.03% | 339 |
|
|
2020
Q3 | $637K | Sell |
1,954
-4,121
| -68% | -$1.34M | 0.03% | 336 |
|
|
2020
Q2 | $1.8M | Buy |
6,075
+73
| +1% | +$21.6K | 0.09% | 248 |
|
|
2020
Q1 | $1.38M | Buy |
6,002
+149
| +3% | +$34.3K | 0.08% | 258 |
|
|
2019
Q4 | $1.53M | Buy |
5,853
+2,463
| +73% | +$645K | 0.07% | 289 |
|
|
2019
Q3 | $902K | Sell |
3,390
-5,583
| -62% | -$1.48M | 0.04% | 320 |
|
|
2019
Q2 | $2.34M | Sell |
8,973
-51
| -0.6% | -$13.3K | 0.12% | 231 |
|
|
2019
Q1 | $2.36M | Sell |
9,024
-9,546
| -51% | -$2.5M | 0.12% | 224 |
|
|
2018
Q4 | $3.66M | Sell |
18,570
-1,778
| -9% | -$350K | 0.22% | 141 |
|
|
2018
Q3 | $4.63M | Hold |
20,348
| – | – | 0.29% | 105 |
|
|
2018
Q2 | $4.16M | Buy |
20,348
+11,248
| +124% | +$2.3M | 0.28% | 115 |
|
|
2018
Q1 | $1.58M | Hold |
9,100
| – | – | 0.11% | 244 |
|
|
2017
Q4 | $1.44M | Sell |
9,100
-5,800
| -39% | -$915K | 0.09% | 250 |
|
|
2017
Q3 | $2.12M | Buy |
14,900
+400
| +3% | +$56.9K | 0.13% | 198 |
|
|
2017
Q2 | $1.93M | Buy |
14,500
+500
| +4% | +$66.4K | 0.13% | 201 |
|
|
2017
Q1 | $1.62M | Buy |
14,000
+8,200
| +141% | +$951K | 0.11% | 223 |
|
|
2016
Q4 | $665K | Hold |
5,800
| – | – | 0.05% | 298 |
|
|
2016
Q3 | $638K | Buy |
+5,800
| New | +$638K | 0.04% | 272 |
|