Oppenheimer Asset 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
$32.8M Sell
41,695
-2,551
-6% -$2.01M 0.38% 61
2025
Q1
$27.2M Sell
44,246
-9,174
-17% -$5.63M 0.34% 73
2024
Q4
$33.6M Buy
53,420
+1,098
+2% +$690K 0.41% 52
2024
Q3
$32.5M Buy
52,322
+243
+0.5% +$151K 0.39% 55
2024
Q2
$34.2M Buy
52,079
+12,577
+32% +$8.27M 0.44% 48
2024
Q1
$25.7M Sell
39,502
-11,945
-23% -$7.76M 0.38% 54
2023
Q4
$32.2M Sell
51,447
-877
-2% -$548K 0.45% 45
2023
Q3
$26.7M Buy
52,324
+3,366
+7% +$1.72M 0.41% 48
2023
Q2
$22.4M Buy
48,958
+15,145
+45% +$6.94M 0.33% 63
2023
Q1
$15.1M Buy
33,813
+9,911
+41% +$4.42M 0.23% 103
2022
Q4
$9.3M Buy
23,902
+1,325
+6% +$516K 0.15% 176
2022
Q3
$8.74M Buy
22,577
+1,521
+7% +$589K 0.15% 170
2022
Q2
$8.12M Buy
21,056
+509
+2% +$196K 0.14% 177
2022
Q1
$9.88M Buy
20,547
+1,935
+10% +$930K 0.14% 176
2021
Q4
$12M Sell
18,612
-1,423
-7% -$915K 0.16% 156
2021
Q3
$10.8M Sell
20,035
-3,154
-14% -$1.7M 0.15% 156
2021
Q2
$11.4M Sell
23,189
-1,272
-5% -$623K 0.16% 149
2021
Q1
$9.37M Buy
24,461
+239
+1% +$91.6K 0.15% 172
2020
Q4
$9.2M Buy
24,222
+394
+2% +$150K 0.15% 166
2020
Q3
$7.77M Buy
23,828
+2,641
+12% +$862K 0.15% 163
2020
Q2
$6.28M Buy
21,187
+271
+1% +$80.3K 0.13% 182
2020
Q1
$4.81M Buy
20,916
+1,907
+10% +$439K 0.12% 202
2019
Q4
$4.98M Buy
19,009
+589
+3% +$154K 0.11% 230
2019
Q3
$4.9M Sell
18,420
-157
-0.8% -$41.8K 0.11% 225
2019
Q2
$4.85M Buy
18,577
+11,157
+150% +$2.92M 0.11% 233
2019
Q1
$1.94M Sell
7,420
-2,318
-24% -$606K 0.04% 406
2018
Q4
$1.92M Buy
9,738
+169
+2% +$33.3K 0.05% 378
2018
Q3
$2.18M Buy
9,569
+189
+2% +$43K 0.05% 389
2018
Q2
$1.92M Sell
9,380
-110
-1% -$22.5K 0.05% 406
2018
Q1
$1.65M Buy
9,490
+1,303
+16% +$226K 0.04% 434
2017
Q4
$1.16M Hold
8,187
0.03% 553
2017
Q3
$1.16M Buy
8,187
+883
+12% +$126K 0.03% 556
2017
Q2
$970K Buy
7,304
+717
+11% +$95.2K 0.03% 593
2017
Q1
$764K Buy
+6,587
New +$764K 0.02% 663