Peak Asset Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
2,351
+6
| +0.3% | +$2.86K | 0.18% | 72 |
|
|
2025
Q4 | $1.55M | Hold |
2,345
| – | – | 0.26% | 65 |
|
|
2025
Q3 | $1.6M | Hold |
2,345
| – | – | 0.28% | 62 |
|
|
2025
Q2 | $1.85M | Hold |
2,345
| – | – | 0.34% | 56 |
|
|
2025
Q1 | $1.44M | Buy |
2,345
+8
| +0.3% | +$4.8K | 0.27% | 66 |
|
|
2024
Q4 | $1.47M | Sell |
2,337
-3
| -0.1% | -$1.92K | 0.27% | 67 |
|
|
2024
Q3 | $1.45M | Sell |
2,340
-2
| -0.1% | -$1.28K | 0.27% | 66 |
|
|
2024
Q2 | $1.54M | Hold |
2,342
| – | – | 0.3% | 65 |
|
|
2024
Q1 | $1.52M | Sell |
2,342
-21
| -0.9% | -$13.4K | 0.3% | 65 |
|
|
2023
Q4 | $1.48M | Sell |
2,363
-71
| -3% | -$39.2K | 0.33% | 64 |
|
|
2023
Q3 | $1.24M | Hold |
2,434
| – | – | 0.3% | 68 |
|
|
2023
Q2 | $1.12M | Sell |
2,434
-15
| -0.6% | -$6.57K | 0.26% | 68 |
|
|
2023
Q1 | $1.09M | Hold |
2,449
| – | – | 0.27% | 69 |
|
|
2022
Q4 | $953K | Sell |
2,449
-125
| -5% | -$49.6K | 0.25% | 67 |
|
|
2022
Q3 | $997K | Buy |
2,574
+110
| +4% | +$47.5K | 0.28% | 67 |
|
|
2022
Q2 | $950K | Hold |
2,464
| – | – | 0.26% | 67 |
|
|
2022
Q1 | $1.19M | Hold |
2,464
| – | – | 0.28% | 65 |
|
|
2021
Q4 | $1.58M | Hold |
2,464
| – | – | 0.37% | 51 |
|
|
2021
Q3 | $1.33M | Sell |
2,464
-307
| -11% | -$165K | 0.33% | 55 |
|
|
2021
Q2 | $1.36M | Hold |
2,771
| – | – | 0.34% | 51 |
|
|
2021
Q1 | $1.06M | Sell |
2,771
-105
| -4% | -$40.4K | 0.26% | 69 |
|
|
2020
Q4 | $1.09M | Buy |
2,876
+63
| +2% | +$22.1K | 0.29% | 59 |
|
|
2020
Q3 | $918K | Hold |
2,813
| – | – | 0.27% | 59 |
|
|
2020
Q2 | $833K | Buy |
2,813
+224
| +9% | +$61.5K | 0.27% | 57 |
|
|
2020
Q1 | $595K | Buy |
2,589
+1,270
| +96% | +$344K | 0.23% | 63 |
|
|
2019
Q4 | $345K | Sell |
1,319
-25
| -2% | -$6.54K | 0.1% | 91 |
|
|
2019
Q3 | $357K | Hold |
1,344
| – | – | 0.12% | 88 |
|
|
2019
Q2 | $351K | Buy |
1,344
+7
| +0.5% | +$1.78K | 0.11% | 95 |
|
|
2019
Q1 | $350K | Sell |
1,337
-125
| -9% | -$28.9K | 0.12% | 91 |
|
|
2018
Q4 | $288K | Buy |
1,462
+112
| +8% | +$23.3K | 0.11% | 96 |
|
|
2018
Q3 | $307K | Sell |
1,350
-50
| -4% | -$10.7K | 0.1% | 97 |
|
|
2018
Q2 | $286K | Hold |
1,400
| – | – | 0.1% | 101 |
|
|
2018
Q1 | $243K | Buy |
1,400
+75
| +6% | +$12.6K | 0.09% | 109 |
|
|
2017
Q4 | $209K | Buy |
+1,325
| New | +$202K | 0.08% | 119 |
|
Other funds holding INTU
VCM
VPM
