Obermeyer Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Buy |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $245K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $13.2M | Sell |
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|
2013
Q3 | $11.6M | Sell |
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|
2013
Q2 | $10.8M | Buy |
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