Oppenheimer & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
14,455
-434
| -3% | -$342K | 0.15% | 150 |
|
|
2025
Q1 | $9.14M | Buy |
14,889
+3,986
| +37% | +$2.45M | 0.14% | 167 |
|
|
2024
Q4 | $6.85M | Buy |
10,903
+68
| +0.6% | +$42.7K | 0.1% | 202 |
|
|
2024
Q3 | $6.73M | Sell |
10,835
-177
| -2% | -$110K | 0.1% | 220 |
|
|
2024
Q2 | $7.24M | Sell |
11,012
-608
| -5% | -$400K | 0.11% | 190 |
|
|
2024
Q1 | $7.55M | Buy |
11,620
+433
| +4% | +$281K | 0.13% | 189 |
|
|
2023
Q4 | $6.99M | Buy |
11,187
+136
| +1% | +$85K | 0.13% | 186 |
|
|
2023
Q3 | $5.65M | Sell |
11,051
-1,277
| -10% | -$652K | 0.12% | 209 |
|
|
2023
Q2 | $5.65M | Sell |
12,328
-1,412
| -10% | -$647K | 0.11% | 211 |
|
|
2023
Q1 | $6.13M | Sell |
13,740
-864
| -6% | -$385K | 0.13% | 192 |
|
|
2022
Q4 | $5.68M | Buy |
14,604
+3,052
| +26% | +$1.19M | 0.13% | 192 |
|
|
2022
Q3 | $4.47M | Sell |
11,552
-49
| -0.4% | -$19K | 0.1% | 239 |
|
|
2022
Q2 | $4.47M | Buy |
11,601
+364
| +3% | +$140K | 0.1% | 252 |
|
|
2022
Q1 | $5.4M | Sell |
11,237
-588
| -5% | -$283K | 0.1% | 256 |
|
|
2021
Q4 | $7.61M | Sell |
11,825
-346
| -3% | -$223K | 0.13% | 170 |
|
|
2021
Q3 | $6.57M | Sell |
12,171
-744
| -6% | -$401K | 0.12% | 189 |
|
|
2021
Q2 | $6.33M | Sell |
12,915
-47
| -0.4% | -$23K | 0.11% | 210 |
|
|
2021
Q1 | $4.97M | Sell |
12,962
-2,737
| -17% | -$1.05M | 0.1% | 246 |
|
|
2020
Q4 | $5.96M | Buy |
15,699
+1,325
| +9% | +$503K | 0.13% | 178 |
|
|
2020
Q3 | $4.69M | Sell |
14,374
-219
| -2% | -$71.4K | 0.12% | 196 |
|
|
2020
Q2 | $4.32M | Buy |
14,593
+335
| +2% | +$99.2K | 0.11% | 205 |
|
|
2020
Q1 | $3.28M | Buy |
14,258
+5,755
| +68% | +$1.32M | 0.1% | 221 |
|
|
2019
Q4 | $2.23M | Sell |
8,503
-212
| -2% | -$55.5K | 0.06% | 386 |
|
|
2019
Q3 | $2.32M | Buy |
8,715
+319
| +4% | +$84.8K | 0.06% | 360 |
|
|
2019
Q2 | $2.19M | Buy |
8,396
+145
| +2% | +$37.9K | 0.06% | 369 |
|
|
2019
Q1 | $2.16M | Buy |
8,251
+814
| +11% | +$213K | 0.06% | 371 |
|
|
2018
Q4 | $1.46M | Sell |
7,437
-1,026
| -12% | -$202K | 0.05% | 412 |
|
|
2018
Q3 | $1.92M | Buy |
8,463
+1,020
| +14% | +$232K | 0.05% | 412 |
|
|
2018
Q2 | $1.52M | Sell |
7,443
-523
| -7% | -$107K | 0.04% | 457 |
|
|
2018
Q1 | $1.38M | Sell |
7,966
-453
| -5% | -$78.5K | 0.04% | 500 |
|
|
2017
Q4 | $1.33M | Sell |
8,419
-207
| -2% | -$32.7K | 0.03% | 519 |
|
|
2017
Q3 | $1.23M | Buy |
8,626
+48
| +0.6% | +$6.82K | 0.03% | 542 |
|
|
2017
Q2 | $1.14M | Sell |
8,578
-108
| -1% | -$14.4K | 0.03% | 551 |
|
|
2017
Q1 | $1.01M | Buy |
8,686
+149
| +2% | +$17.3K | 0.03% | 578 |
|
|
2016
Q4 | $978K | Sell |
8,537
-46
| -0.5% | -$5.27K | 0.03% | 560 |
|
|
2016
Q3 | $944K | Sell |
8,583
-974
| -10% | -$107K | 0.03% | 592 |
|
|
2016
Q2 | $1.07M | Sell |
9,557
-1,460
| -13% | -$163K | 0.03% | 540 |
|
|
2016
Q1 | $1.15M | Sell |
11,017
-539
| -5% | -$56.1K | 0.03% | 502 |
|
|
2015
Q4 | $1.12M | Sell |
11,556
-17,115
| -60% | -$1.65M | 0.03% | 519 |
|
|
2015
Q3 | $2.54M | Sell |
28,671
-613
| -2% | -$54.4K | 0.08% | 306 |
|
|
2015
Q2 | $2.95M | Sell |
29,284
-51
| -0.2% | -$5.14K | 0.08% | 289 |
|
|
2015
Q1 | $2.84M | Sell |
29,335
-1,446
| -5% | -$140K | 0.08% | 294 |
|
|
2014
Q4 | $2.84M | Sell |
30,781
-431
| -1% | -$39.7K | 0.08% | 289 |
|
|
2014
Q3 | $2.74M | Buy |
31,212
+17
| +0.1% | +$1.49K | 0.08% | 295 |
|
|
2014
Q2 | $2.51M | Sell |
31,195
-383
| -1% | -$30.9K | 0.08% | 311 |
|
|
2014
Q1 | $2.46M | Buy |
31,578
+48
| +0.2% | +$3.73K | 0.07% | 331 |
|
|
2013
Q4 | $2.41M | Buy |
31,530
+144
| +0.5% | +$11K | 0.08% | 310 |
|
|
2013
Q3 | $2.08M | Sell |
31,386
-870
| -3% | -$57.7K | 0.07% | 312 |
|
|
2013
Q2 | $1.97M | Buy |
+32,256
| New | +$1.97M | 0.08% | 311 |
|