Pinnacle Associates’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.39M Buy
3,030
+168
+6% +$132K 0.03% 352
2025
Q1
$1.76M Buy
2,862
+21
+0.7% +$12.9K 0.03% 397
2024
Q4
$1.79M Buy
2,841
+1,513
+114% +$951K 0.02% 386
2024
Q3
$830K Buy
1,328
+22
+2% +$13.7K 0.01% 495
2024
Q2
$859K Sell
1,306
-83
-6% -$54.6K 0.01% 492
2024
Q1
$903K Buy
1,389
+61
+5% +$39.7K 0.01% 493
2023
Q4
$830K Buy
1,328
+3
+0.2% +$1.88K 0.01% 504
2023
Q3
$677K Buy
1,325
+16
+1% +$8.17K 0.01% 509
2023
Q2
$600K Buy
1,309
+16
+1% +$7.33K 0.01% 551
2023
Q1
$577K Buy
1,293
+6
+0.5% +$2.68K 0.01% 493
2022
Q4
$501K Sell
1,287
-1,129
-47% -$440K 0.01% 499
2022
Q3
$936K Buy
2,416
+327
+16% +$127K 0.02% 406
2022
Q2
$805K Buy
2,089
+479
+30% +$185K 0.02% 448
2022
Q1
$774K Buy
+1,610
New +$774K 0.01% 483