OCM
Osterweis Capital Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
43,274
+123
| +0.3% | +$96.9K | 1.63% | 23 |
|
|
2025
Q1 | $26.5M | Buy |
43,151
+174
| +0.4% | +$107K | 1.31% | 30 |
|
|
2024
Q4 | $27M | Buy |
42,977
+189
| +0.4% | +$119K | 1.26% | 29 |
|
|
2024
Q3 | $26.6M | Buy |
+42,788
| New | +$26.6M | 1.35% | 29 |
|