Obermeyer Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
724
+17
| +2% | +$13.4K | 0.03% | 147 |
|
|
2025
Q1 | $434K | Sell |
707
-2
| -0.3% | -$1.23K | 0.02% | 163 |
|
|
2024
Q4 | $446K | Hold |
709
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $440K | Hold |
709
| – | – | 0.02% | 166 |
|
|
2024
Q2 | $466K | Buy |
709
+207
| +41% | +$136K | 0.03% | 151 |
|
|
2024
Q1 | $326K | Buy |
502
+2
| +0.4% | +$1.3K | 0.02% | 187 |
|
|
2023
Q4 | $313K | Hold |
500
| – | – | 0.02% | 167 |
|
|
2023
Q3 | $255K | Hold |
500
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $229K | Hold |
500
| – | – | 0.02% | 192 |
|
|
2023
Q1 | $223K | Buy |
+500
| New | +$223K | 0.02% | 197 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$240K | – | 224 |
|
|
2022
Q1 | $240K | Hold |
500
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $322K | Hold |
500
| – | – | 0.02% | 168 |
|
|
2021
Q3 | $270K | Hold |
500
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $245K | Buy |
+500
| New | +$245K | 0.01% | 186 |
|
|
2014
Q1 | – | Sell |
-173,596
| Closed | -$13.2M | – | 65 |
|
|
2013
Q4 | $13.2M | Sell |
173,596
-1,505
| -0.9% | -$115K | 3.38% | 10 |
|
|
2013
Q3 | $11.6M | Sell |
175,101
-1,596
| -0.9% | -$106K | 3.26% | 11 |
|
|
2013
Q2 | $10.8M | Buy |
+176,697
| New | +$10.8M | 2.99% | 14 |
|