Patten & Patten’s Intuit INTU Stock Holding History

Patten & Patten’s Portfolio INTU Stock Details INTU Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.2M	Sell	16,797 -975	-5%	-$768K	0.86%	32
2025 Q1	$10.9M	Sell	17,772 -456	-3%	-$280K	0.73%	36
2024 Q4	$11.5M	Sell	18,228 -804	-4%	-$505K	0.76%	39
2024 Q3	$11.8M	Sell	19,032 -352	-2%	-$219K	0.78%	39
2024 Q2	$12.7M	Sell	19,384 -256	-1%	-$168K	0.89%	34
2024 Q1	$12.8M	Sell	19,640 -12	-0.1%	-$7.8K	0.91%	32
2023 Q4	$12.3M	Sell	19,652 -2,238	-10%	-$1.4M	1.01%	25
2023 Q3	$11.2M	Sell	21,890 -1,005	-4%	-$513K	0.98%	25
2023 Q2	$10.5M	Sell	22,895 -136	-0.6%	-$62.3K	0.87%	34
2023 Q1	$10.3M	Sell	23,031 -193	-0.8%	-$86K	0.9%	32
2022 Q4	$9.04M	Sell	23,224 -716	-3%	-$279K	0.82%	37
2022 Q3	$9.27M	Sell	23,940 -225	-0.9%	-$87.1K	0.88%	33
2022 Q2	$9.31M	Sell	24,165 -905	-4%	-$349K	0.82%	36
2022 Q1	$12.1M	Sell	25,070 -105	-0.4%	-$50.5K	0.88%	35
2021 Q4	$16.2M	Sell	25,175 -451	-2%	-$290K	1.12%	23
2021 Q3	$13.8M	Sell	25,626 -293	-1%	-$158K	1.05%	25
2021 Q2	$12.7M	Sell	25,919 -301	-1%	-$148K	0.97%	27
2021 Q1	$10M	Buy	26,220 +20	+0.1%	+$7.66K	0.82%	39
2020 Q4	$9.95M	Buy	26,200 +400	+2%	+$152K	0.87%	34
2020 Q3	$8.42M	Sell	25,800 -75	-0.3%	-$24.5K	0.84%	33
2020 Q2	$7.66M	Sell	25,875 -430	-2%	-$127K	0.84%	35
2020 Q1	$6.05M	Sell	26,305 -1,106	-4%	-$254K	0.8%	39
2019 Q4	$7.18M	Sell	27,411 -185	-0.7%	-$48.5K	0.72%	46
2019 Q3	$7.34M	Sell	27,596 -1,930	-7%	-$513K	0.8%	43
2019 Q2	$7.72M	Sell	29,526 -485	-2%	-$127K	0.83%	43
2019 Q1	$7.85M	Sell	30,011 -1,170	-4%	-$306K	0.86%	42
2018 Q4	$6.14M	Sell	31,181 -4,510	-13%	-$888K	0.75%	47
2018 Q3	$8.12M	Sell	35,691 -410	-1%	-$93.2K	0.8%	44
2018 Q2	$7.38M	Buy	36,101 +2,992	+9%	+$611K	0.76%	46
2018 Q1	$5.74M	Sell	33,109 -705	-2%	-$122K	0.59%	53
2017 Q4	$5.34M	Buy	33,814 +5,085	+18%	+$802K	0.53%	60
2017 Q3	$4.08M	Buy	28,729 +9,040	+46%	+$1.29M	0.43%	67
2017 Q2	$2.62M	Buy	+19,689	New	+$2.62M	0.29%	82