Pettee Investors’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 |
-1,809
| Closed | -$1.11M | – | 113 |
|
|
2025
Q1 | $1.11M | Hold |
1,809
| – | – | 0.66% | 49 |
|
|
2024
Q4 | $1.14M | Hold |
1,809
| – | – | 0.58% | 56 |
|
|
2024
Q3 | $1.12M | Hold |
1,809
| – | – | 0.55% | 58 |
|
|
2024
Q2 | $1.19M | Hold |
1,809
| – | – | 0.57% | 61 |
|
|
2024
Q1 | $1.18M | Hold |
1,809
| – | – | 0.5% | 61 |
|
|
2023
Q4 | $1.13M | Hold |
1,809
| – | – | 0.5% | 62 |
|
|
2023
Q3 | $924K | Hold |
1,809
| – | – | 0.44% | 65 |
|
|
2023
Q2 | $829K | Hold |
1,809
| – | – | 0.38% | 73 |
|
|
2023
Q1 | $807K | Hold |
1,809
| – | – | 0.39% | 73 |
|
|
2022
Q4 | $704K | Hold |
1,809
| – | – | 0.35% | 79 |
|
|
2022
Q3 | $701K | Hold |
1,809
| – | – | 0.38% | 78 |
|
|
2022
Q2 | $697K | Hold |
1,809
| – | – | 0.35% | 80 |
|
|
2022
Q1 | $870K | Buy |
1,809
+4
| +0.2% | +$1.92K | 0.38% | 78 |
|
|
2021
Q4 | $1.16M | Buy |
1,805
+5
| +0.3% | +$3.22K | 0.49% | 65 |
|
|
2021
Q3 | $971K | Sell |
1,800
-500
| -22% | -$270K | 0.45% | 71 |
|
|
2021
Q2 | $1.13M | Hold |
2,300
| – | – | 0.53% | 61 |
|
|
2021
Q1 | $881K | Hold |
2,300
| – | – | 0.43% | 66 |
|
|
2020
Q4 | $874K | Hold |
2,300
| – | – | 0.46% | 67 |
|
|
2020
Q3 | $750K | Hold |
2,300
| – | – | 0.43% | 65 |
|
|
2020
Q2 | $681K | Sell |
2,300
-250
| -10% | -$74K | 0.42% | 64 |
|
|
2020
Q1 | $587K | Hold |
2,550
| – | – | 0.42% | 65 |
|
|
2019
Q4 | $668K | Hold |
2,550
| – | – | 0.38% | 70 |
|
|
2019
Q3 | $678K | Buy |
2,550
+775
| +44% | +$206K | 0.43% | 70 |
|
|
2019
Q2 | $464K | Buy |
+1,775
| New | +$464K | 0.29% | 87 |
|