Novare Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
2,669
-81
| -3% | -$63.8K | 0.17% | 89 |
|
|
2025
Q1 | $1.69M | Sell |
2,750
-365
| -12% | -$224K | 0.15% | 99 |
|
|
2024
Q4 | $1.96M | Sell |
3,115
-40
| -1% | -$25.1K | 0.16% | 90 |
|
|
2024
Q3 | $1.96M | Sell |
3,155
-101
| -3% | -$62.7K | 0.17% | 90 |
|
|
2024
Q2 | $2.14M | Sell |
3,256
-35
| -1% | -$23K | 0.19% | 87 |
|
|
2024
Q1 | $2.14M | Sell |
3,291
-209
| -6% | -$136K | 0.19% | 90 |
|
|
2023
Q4 | $2.19M | Sell |
3,500
-98
| -3% | -$61.3K | 0.22% | 86 |
|
|
2023
Q3 | $1.84M | Sell |
3,598
-485
| -12% | -$248K | 0.21% | 87 |
|
|
2023
Q2 | $1.87M | Buy |
4,083
+60
| +1% | +$27.5K | 0.2% | 88 |
|
|
2023
Q1 | $1.79M | Sell |
4,023
-110
| -3% | -$49K | 0.2% | 88 |
|
|
2022
Q4 | $1.61M | Sell |
4,133
-16
| -0.4% | -$6.23K | 0.19% | 86 |
|
|
2022
Q3 | $1.61M | Sell |
4,149
-54
| -1% | -$20.9K | 0.21% | 83 |
|
|
2022
Q2 | $1.62M | Sell |
4,203
-120
| -3% | -$46.3K | 0.2% | 84 |
|
|
2022
Q1 | $2.08M | Sell |
4,323
-22
| -0.5% | -$10.6K | 0.22% | 82 |
|
|
2021
Q4 | $2.8M | Sell |
4,345
-30
| -0.7% | -$19.3K | 0.28% | 81 |
|
|
2021
Q3 | $2.36M | Sell |
4,375
-84
| -2% | -$45.3K | 0.26% | 82 |
|
|
2021
Q2 | $2.19M | Sell |
4,459
-126
| -3% | -$61.8K | 0.24% | 82 |
|
|
2021
Q1 | $1.76M | Sell |
4,585
-253
| -5% | -$96.9K | 0.21% | 83 |
|
|
2020
Q4 | $1.84M | Sell |
4,838
-620
| -11% | -$236K | 0.24% | 82 |
|
|
2020
Q3 | $1.78M | Sell |
5,458
-288
| -5% | -$93.9K | 0.25% | 84 |
|
|
2020
Q2 | $1.7M | Sell |
5,746
-574
| -9% | -$170K | 0.25% | 82 |
|
|
2020
Q1 | $1.45M | Sell |
6,320
-465
| -7% | -$107K | 0.26% | 82 |
|
|
2019
Q4 | $1.78M | Sell |
6,785
-45
| -0.7% | -$11.8K | 0.25% | 88 |
|
|
2019
Q3 | $1.82M | Sell |
6,830
-195
| -3% | -$51.8K | 0.27% | 85 |
|
|
2019
Q2 | $1.84M | Sell |
7,025
-579
| -8% | -$151K | 0.28% | 83 |
|
|
2019
Q1 | $1.99M | Sell |
7,604
-890
| -10% | -$233K | 0.31% | 82 |
|
|
2018
Q4 | $1.67M | Sell |
8,494
-1,915
| -18% | -$377K | 0.31% | 84 |
|
|
2018
Q3 | $2.37M | Sell |
10,409
-1,275
| -11% | -$290K | 0.38% | 80 |
|
|
2018
Q2 | $2.39M | Sell |
11,684
-460
| -4% | -$94K | 0.41% | 82 |
|
|
2018
Q1 | $2.11M | Sell |
12,144
-915
| -7% | -$159K | 0.37% | 85 |
|
|
2017
Q4 | $2.06M | Sell |
13,059
-100
| -0.8% | -$15.8K | 0.35% | 89 |
|
|
2017
Q3 | $1.87M | Sell |
13,159
-8,247
| -39% | -$1.17M | 0.33% | 92 |
|
|
2017
Q2 | $2.05M | Buy |
21,406
+7,527
| +54% | +$719K | 0.46% | 74 |
|
|
2017
Q1 | $1.61M | Sell |
13,879
-225
| -2% | -$26.1K | 0.37% | 81 |
|
|
2016
Q4 | $1.62M | Sell |
14,104
-425
| -3% | -$48.7K | 0.4% | 78 |
|
|
2016
Q3 | $1.6M | Sell |
14,529
-1,855
| -11% | -$204K | 0.42% | 75 |
|
|
2016
Q2 | $1.83M | Sell |
16,384
-1,725
| -10% | -$193K | 0.49% | 74 |
|
|
2016
Q1 | $1.88M | Sell |
18,109
-15,063
| -45% | -$1.57M | 0.53% | 71 |
|
|
2015
Q4 | $2.44M | Sell |
33,172
-1,952
| -6% | -$144K | 0.67% | 61 |
|
|
2015
Q3 | $2.32M | Buy |
35,124
+3,094
| +10% | +$204K | 0.64% | 64 |
|
|
2015
Q2 | $2.5M | Buy |
32,030
+725
| +2% | +$56.5K | 0.62% | 62 |
|
|
2015
Q1 | $2.47M | Sell |
31,305
-1,700
| -5% | -$134K | 0.61% | 61 |
|
|
2014
Q4 | $2.56M | Sell |
33,005
-1,770
| -5% | -$137K | 0.64% | 60 |
|
|
2014
Q3 | $2.56M | Sell |
34,775
-1,970
| -5% | -$145K | 0.63% | 63 |
|
|
2014
Q2 | $2.54M | Sell |
36,745
-3,550
| -9% | -$245K | 0.62% | 63 |
|
|
2014
Q1 | $2.61M | Sell |
40,295
-16,465
| -29% | -$1.07M | 0.7% | 58 |
|
|
2013
Q4 | $3.86M | Sell |
56,760
-2,180
| -4% | -$148K | 1.07% | 41 |
|
|
2013
Q3 | $3.5M | Buy |
58,940
+8,814
| +18% | +$524K | 1.09% | 44 |
|
|
2013
Q2 | $3.06M | Buy |
+50,126
| New | +$3.06M | 1.03% | 48 |
|