Osborne Partners Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-344
| Closed | -$216K | – | 219 |
|
|
2024
Q4 | $216K | Buy |
+344
| New | +$216K | 0.01% | 215 |
|
|
2022
Q4 | – | Sell |
-12,886
| Closed | -$4.99M | – | 210 |
|
|
2022
Q3 | $4.99M | Sell |
12,886
-2,500
| -16% | -$968K | 0.42% | 82 |
|
|
2022
Q2 | $5.93M | Buy |
+15,386
| New | +$5.93M | 0.45% | 75 |
|
|
2022
Q1 | – | Sell |
-350
| Closed | -$225K | – | 215 |
|
|
2021
Q4 | $225K | Buy |
+350
| New | +$225K | 0.02% | 204 |
|
|
2021
Q1 | – | Sell |
-15,100
| Closed | -$5.74M | – | 206 |
|
|
2020
Q4 | $5.74M | Buy |
+15,100
| New | +$5.74M | 0.7% | 47 |
|
|
2019
Q1 | – | Sell |
-15,100
| Closed | -$2.97M | – | 172 |
|
|
2018
Q4 | $2.97M | Hold |
15,100
| – | – | 0.44% | 74 |
|
|
2018
Q3 | $3.43M | Hold |
15,100
| – | – | 0.44% | 77 |
|
|
2018
Q2 | $3.09M | Hold |
15,100
| – | – | 0.42% | 80 |
|
|
2018
Q1 | $2.62M | Hold |
15,100
| – | – | 0.36% | 80 |
|
|
2017
Q4 | $2.38M | Hold |
15,100
| – | – | 0.32% | 85 |
|
|
2017
Q3 | $2.15M | Hold |
15,100
| – | – | 0.29% | 89 |
|
|
2017
Q2 | $2.01M | Hold |
15,100
| – | – | 0.29% | 88 |
|
|
2017
Q1 | $1.75M | Hold |
15,100
| – | – | 0.25% | 95 |
|
|
2016
Q4 | $1.73M | Hold |
15,100
| – | – | 0.25% | 95 |
|
|
2016
Q3 | $1.66M | Hold |
15,100
| – | – | 0.25% | 92 |
|
|
2016
Q2 | $1.69M | Hold |
15,100
| – | – | 0.25% | 90 |
|
|
2016
Q1 | $1.57M | Hold |
15,100
| – | – | 0.23% | 96 |
|
|
2015
Q4 | $1.46M | Hold |
15,100
| – | – | 0.21% | 99 |
|
|
2015
Q3 | $1.34M | Sell |
15,100
-400
| -3% | -$35.5K | 0.2% | 102 |
|
|
2015
Q2 | $1.56M | Sell |
15,500
-250
| -2% | -$25.2K | 0.21% | 102 |
|
|
2015
Q1 | $1.53M | Sell |
15,750
-687
| -4% | -$66.6K | 0.2% | 101 |
|
|
2014
Q4 | $1.52M | Buy |
16,437
+487
| +3% | +$44.9K | 0.18% | 103 |
|
|
2014
Q3 | $1.4M | Sell |
15,950
-40
| -0.3% | -$3.51K | 0.18% | 100 |
|
|
2014
Q2 | $1.29M | Sell |
15,990
-450
| -3% | -$36.2K | 0.17% | 104 |
|
|
2014
Q1 | $1.28M | Sell |
16,440
-1,264
| -7% | -$98.3K | 0.17% | 106 |
|
|
2013
Q4 | $1.35M | Sell |
17,704
-111,131
| -86% | -$8.48M | 0.18% | 103 |
|
|
2013
Q3 | $8.54M | Sell |
128,835
-4,955
| -4% | -$329K | 1.19% | 34 |
|
|
2013
Q2 | $8.17M | Buy |
+133,790
| New | +$8.17M | 1.17% | 33 |
|