Oakworth Capital’s Intuit INTU Stock Holding History

Oakworth Capital’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$515K	Sell	654 -208	-24%	-$164K	0.03%	121
2025 Q1	$529K	Buy	862 +7	+0.8%	+$4.3K	0.04%	119
2024 Q4	$537K	Buy	855 +20	+2%	+$12.6K	0.04%	115
2024 Q3	$519K	Hold	835	–	–	0.04%	121
2024 Q2	$549K	Buy	835 +5	+0.6%	+$3.29K	0.04%	114
2024 Q1	$540K	Hold	830	–	–	0.04%	118
2023 Q4	$519K	Buy	830 +39	+5%	+$24.4K	0.04%	112
2023 Q3	$404K	Sell	791 -28	-3%	-$14.3K	0.04%	117
2023 Q2	$375K	Buy	819 +31	+4%	+$14.2K	0.03%	127
2023 Q1	$351K	Hold	788	–	–	0.03%	126
2022 Q4	$307K	Sell	788 -21	-3%	-$8.17K	0.03%	125
2022 Q3	$314K	Buy	809 +21	+3%	+$8.15K	0.03%	127
2022 Q2	$304K	Hold	788	–	–	0.03%	135
2022 Q1	$379K	Sell	788 -194	-20%	-$93.3K	0.03%	128
2021 Q4	$632K	Buy	982 +22	+2%	+$14.2K	0.05%	93
2021 Q3	$518K	Hold	960	–	–	0.05%	100
2021 Q2	$470K	Buy	960 +28	+3%	+$13.7K	0.05%	106
2021 Q1	$357K	Hold	932	–	–	0.04%	128
2020 Q4	$354K	Sell	932 -15	-2%	-$5.7K	0.05%	120
2020 Q3	$309K	Sell	947 -12	-1%	-$3.92K	0.05%	118
2020 Q2	$284K	Buy	959 +12	+1%	+$3.55K	0.05%	119
2020 Q1	$218K	Sell	947 -150	-14%	-$34.5K	0.05%	125
2019 Q4	$299K	Hold	1,097	–	–	0.05%	124
2019 Q3	$292K	Hold	1,097	–	–	0.06%	118
2019 Q2	$287K	Sell	1,097 -88	-7%	-$23K	0.05%	134
2019 Q1	$310K	Hold	1,185	–	–	0.06%	121
2018 Q4	$233K	Buy	1,185 +669	+130%	+$132K	0.05%	139
2018 Q3	$117K	Buy	516 +496	+2,480%	+$112K	0.02%	215
2018 Q2	$4K	Buy	20 +15	+300%	+$3K	﹤0.01%	547
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	580
2017 Q4	$1K	Sell	5 -2,000	-100%	-$400K	﹤0.01%	593
2017 Q3	$284K	Hold	2,005	–	–	0.07%	122
2017 Q2	$267K	Hold	2,005	–	–	0.07%	128
2017 Q1	$233K	Hold	2,005	–	–	0.07%	139
2016 Q4	$228K	Hold	2,005	–	–	0.08%	139
2016 Q3	$221K	Buy	2,005 +5	+0.3%	+$551	0.08%	134
2016 Q2	$213K	Hold	2,000	–	–	0.08%	131
2016 Q1	$208K	Buy	+2,000	New	+$208K	0.08%	123