OMC
Overbrook Management Corp’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
24,411
+2,277
| +10% | +$1.79M | 3.58% | 11 |
|
|
2025
Q1 | $13.6M | Sell |
22,134
-3,037
| -12% | -$1.86M | 3.19% | 12 |
|
|
2024
Q4 | $15.8M | Buy |
25,171
+562
| +2% | +$353K | 3.41% | 11 |
|
|
2024
Q3 | $15.3M | Sell |
24,609
-3,228
| -12% | -$2M | 3.51% | 13 |
|
|
2024
Q2 | $18.3M | Sell |
27,837
-499
| -2% | -$328K | 4.62% | 6 |
|
|
2024
Q1 | $18.4M | Sell |
28,336
-7,964
| -22% | -$5.18M | 4.95% | 5 |
|
|
2023
Q4 | $22.7M | Buy |
36,300
+9,857
| +37% | +$6.16M | 4.59% | 7 |
|
|
2023
Q3 | $13.5M | Buy |
26,443
+8,726
| +49% | +$4.46M | 3.15% | 13 |
|
|
2023
Q2 | $8.12M | Buy |
+17,717
| New | +$8.12M | 1.93% | 20 |
|
|
2020
Q4 | – | Sell |
-7,895
| Closed | -$2.58M | – | 103 |
|
|
2020
Q3 | $2.58M | Sell |
7,895
-200
| -2% | -$65.2K | 0.59% | 35 |
|
|
2020
Q2 | $2.4M | Buy |
+8,095
| New | +$2.4M | 0.63% | 35 |
|