Palisades Hudson Asset Management’s Intuit INTU Stock Holding History

Palisades Hudson Asset Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Sell	1,507 -24	-2%	-$18.9K	0.46%	32
2025 Q1	$940K	Sell	1,531 -32	-2%	-$19.6K	0.43%	33
2024 Q4	$982K	Hold	1,563	–	–	0.41%	34
2024 Q3	$970K	Sell	1,563 -47	-3%	-$29.2K	0.41%	34
2024 Q2	$1.06M	Hold	1,610	–	–	0.49%	33
2024 Q1	$1.05M	Sell	1,610 -50	-3%	-$32.5K	0.48%	32
2023 Q4	$1.04M	Sell	1,660 -132	-7%	-$82.5K	0.5%	29
2023 Q3	$916K	Hold	1,792	–	–	0.5%	31
2023 Q2	$821K	Sell	1,792 -85	-5%	-$38.9K	0.43%	31
2023 Q1	$836K	Sell	1,877 -79	-4%	-$35.2K	0.45%	29
2022 Q4	$761K	Hold	1,956	–	–	0.42%	28
2022 Q3	$758K	Hold	1,956	–	–	0.46%	24
2022 Q2	$754K	Buy	1,956 +5	+0.3%	+$1.93K	0.42%	32
2022 Q1	$938K	Sell	1,951 -56	-3%	-$26.9K	0.44%	29
2021 Q4	$1.29M	Hold	2,007	–	–	0.55%	24
2021 Q3	$1.08M	Hold	2,007	–	–	0.49%	25
2021 Q2	$983K	Hold	2,007	–	–	0.44%	28
2021 Q1	$769K	Hold	2,007	–	–	0.37%	31
2020 Q4	$762K	Hold	2,007	–	–	0.39%	32
2020 Q3	$655K	Hold	2,007	–	–	0.42%	34
2020 Q2	$594K	Hold	2,007	–	–	0.41%	34
2020 Q1	$462K	Hold	2,007	–	–	0.39%	34
2019 Q4	$526K	Hold	2,007	–	–	0.34%	40
2019 Q3	$534K	Hold	2,007	–	–	0.37%	36
2019 Q2	$524K	Hold	2,007	–	–	0.36%	38
2019 Q1	$524K	Sell	2,007 -869	-30%	-$227K	0.34%	34
2018 Q4	$566K	Buy	2,876 +21	+0.7%	+$4.13K	0.33%	34
2018 Q3	$649K	Hold	2,855	–	–	0.34%	33
2018 Q2	$583K	Hold	2,855	–	–	0.31%	34
2018 Q1	$495K	Hold	2,855	–	–	0.27%	41
2017 Q4	$450K	Hold	2,855	–	–	0.25%	47
2017 Q3	$406K	Hold	2,855	–	–	0.23%	57
2017 Q2	$379K	Hold	2,855	–	–	0.22%	56
2017 Q1	$331K	Hold	2,855	–	–	0.21%	61
2016 Q4	$327K	Hold	2,855	–	–	0.2%	59
2016 Q3	$314K	Hold	2,855	–	–	0.24%	58
2016 Q2	$319K	Hold	2,855	–	–	0.26%	58
2016 Q1	$297K	Hold	2,855	–	–	0.23%	64
2015 Q4	$276K	Hold	2,855	–	–	0.23%	69
2015 Q3	$253K	Hold	2,855	–	–	0.23%	68
2015 Q2	$288K	Sell	2,855 -681	-19%	-$68.7K	0.25%	64
2015 Q1	$343K	Hold	3,536	–	–	0.27%	55
2014 Q4	$326K	Hold	3,536	–	–	0.26%	59
2014 Q3	$310K	Buy	+3,536	New	+$310K	0.25%	58