Oxbow Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-455
| Closed | -$279K | – | 215 |
|
|
2025
Q1 | $279K | Hold |
455
| – | – | 0.03% | 173 |
|
|
2024
Q4 | $286K | Sell |
455
-65
| -13% | -$40.9K | 0.03% | 173 |
|
|
2024
Q3 | $323K | Buy |
520
+73
| +16% | +$45.3K | 0.03% | 163 |
|
|
2024
Q2 | $294K | Hold |
447
| – | – | 0.03% | 182 |
|
|
2024
Q1 | $291K | Hold |
447
| – | – | 0.04% | 177 |
|
|
2023
Q4 | $279K | Hold |
447
| – | – | 0.04% | 172 |
|
|
2023
Q3 | $228K | Hold |
447
| – | – | 0.04% | 180 |
|
|
2023
Q2 | $205K | Buy |
+447
| New | +$205K | 0.03% | 200 |
|
|
2022
Q3 | – | Sell |
-697
| Closed | -$269K | – | 247 |
|
|
2022
Q2 | $269K | Hold |
697
| – | – | 0.04% | 212 |
|
|
2022
Q1 | $335K | Hold |
697
| – | – | 0.03% | 215 |
|
|
2021
Q4 | $448K | Buy |
697
+207
| +42% | +$133K | 0.04% | 200 |
|
|
2021
Q3 | $264K | Sell |
490
-209
| -30% | -$113K | 0.03% | 247 |
|
|
2021
Q2 | $342K | Hold |
699
| – | – | 0.04% | 229 |
|
|
2021
Q1 | $268K | Hold |
699
| – | – | 0.03% | 243 |
|
|
2020
Q4 | $265K | Sell |
699
-120
| -15% | -$45.5K | 0.03% | 221 |
|
|
2020
Q3 | $267K | Buy |
819
+120
| +17% | +$39.1K | 0.03% | 225 |
|
|
2020
Q2 | $207K | Buy |
+699
| New | +$207K | 0.03% | 242 |
|