Peak Asset Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Hold
2,345
0.34% 56
2025
Q1
$1.44M Buy
2,345
+8
+0.3% +$4.91K 0.27% 66
2024
Q4
$1.47M Sell
2,337
-3
-0.1% -$1.89K 0.27% 67
2024
Q3
$1.45M Sell
2,340
-2
-0.1% -$1.24K 0.27% 66
2024
Q2
$1.54M Hold
2,342
0.3% 65
2024
Q1
$1.52M Sell
2,342
-21
-0.9% -$13.7K 0.3% 65
2023
Q4
$1.48M Sell
2,363
-71
-3% -$44.4K 0.33% 64
2023
Q3
$1.24M Hold
2,434
0.3% 68
2023
Q2
$1.12M Sell
2,434
-15
-0.6% -$6.87K 0.26% 68
2023
Q1
$1.09M Hold
2,449
0.27% 69
2022
Q4
$953K Sell
2,449
-125
-5% -$48.7K 0.25% 67
2022
Q3
$997K Buy
2,574
+110
+4% +$42.6K 0.28% 67
2022
Q2
$950K Hold
2,464
0.26% 67
2022
Q1
$1.19M Hold
2,464
0.28% 65
2021
Q4
$1.59M Hold
2,464
0.37% 51
2021
Q3
$1.33M Sell
2,464
-307
-11% -$166K 0.33% 55
2021
Q2
$1.36M Hold
2,771
0.34% 51
2021
Q1
$1.06M Sell
2,771
-105
-4% -$40.2K 0.26% 69
2020
Q4
$1.09M Buy
2,876
+63
+2% +$23.9K 0.29% 59
2020
Q3
$918K Hold
2,813
0.27% 59
2020
Q2
$833K Buy
2,813
+224
+9% +$66.3K 0.27% 57
2020
Q1
$595K Buy
2,589
+1,270
+96% +$292K 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% +$1.83K 0.11% 95
2019
Q1
$350K Sell
1,337
-125
-9% -$32.7K 0.12% 91
2018
Q4
$288K Buy
1,462
+112
+8% +$22.1K 0.11% 96
2018
Q3
$307K Sell
1,350
-50
-4% -$11.4K 0.1% 97
2018
Q2
$286K Hold
1,400
0.1% 101
2018
Q1
$243K Buy
1,400
+75
+6% +$13K 0.09% 109
2017
Q4
$209K Buy
+1,325
New +$209K 0.08% 119