Oak Ridge Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.5M | Buy |
15,888
+230
| +1% | +$181K | 0.9% | 23 |
|
2025
Q1 | $9.61M | Buy |
15,658
+912
| +6% | +$560K | 0.8% | 26 |
|
2024
Q4 | $9.27M | Sell |
14,746
-803
| -5% | -$505K | 0.73% | 31 |
|
2024
Q3 | $9.66M | Buy |
15,549
+1,019
| +7% | +$633K | 0.84% | 28 |
|
2024
Q2 | $9.55M | Buy |
14,530
+602
| +4% | +$396K | 0.91% | 23 |
|
2024
Q1 | $9.05M | Buy |
13,928
+592
| +4% | +$385K | 0.91% | 21 |
|
2023
Q4 | $8.34M | Buy |
13,336
+69
| +0.5% | +$43.1K | 0.96% | 19 |
|
2023
Q3 | $6.78M | Buy |
13,267
+271
| +2% | +$138K | 0.87% | 24 |
|
2023
Q2 | $5.95M | Sell |
12,996
-50
| -0.4% | -$22.9K | 0.73% | 39 |
|
2023
Q1 | $5.82M | Sell |
13,046
-51
| -0.4% | -$22.7K | 0.79% | 42 |
|
2022
Q4 | $5.1M | Sell |
13,097
-152
| -1% | -$59.2K | 0.76% | 44 |
|
2022
Q3 | $5.13M | Sell |
13,249
-339
| -2% | -$131K | 0.78% | 37 |
|
2022
Q2 | $5.24M | Sell |
13,588
-492
| -3% | -$190K | 0.76% | 38 |
|
2022
Q1 | $6.77M | Sell |
14,080
-243
| -2% | -$117K | 0.75% | 35 |
|
2021
Q4 | $9.21M | Sell |
14,323
-219
| -2% | -$141K | 0.78% | 41 |
|
2021
Q3 | $7.85M | Sell |
14,542
-299
| -2% | -$161K | 0.69% | 47 |
|
2021
Q2 | $7.28M | Sell |
14,841
-284
| -2% | -$139K | 0.64% | 57 |
|
2021
Q1 | $5.79M | Buy |
15,125
+759
| +5% | +$291K | 0.54% | 73 |
|
2020
Q4 | $5.46M | Sell |
14,366
-5,608
| -28% | -$2.13M | 0.48% | 81 |
|
2020
Q3 | $6.52M | Sell |
19,974
-264
| -1% | -$86.1K | 0.51% | 71 |
|
2020
Q2 | $6M | Sell |
20,238
-2
| -0% | -$592 | 0.5% | 79 |
|
2020
Q1 | $4.66M | Sell |
20,240
-131
| -0.6% | -$30.1K | 0.48% | 81 |
|
2019
Q4 | $5.34M | Sell |
20,371
-3,172
| -13% | -$831K | 0.39% | 93 |
|
2019
Q3 | $6.26M | Buy |
+23,543
| New | +$6.26M | 0.47% | 81 |
|