QIM
Quest Investment Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,400
| Closed | -$5.22M | – | 87 |
|
|
2024
Q3 | $5.22M | Buy |
8,400
+5,297
| +171% | +$3.29M | 0.61% | 42 |
|
|
2024
Q2 | $2.04M | Sell |
3,103
-5,790
| -65% | -$3.81M | 0.23% | 49 |
|
|
2024
Q1 | $5.78M | Sell |
8,893
-16,066
| -64% | -$10.4M | 0.65% | 41 |
|
|
2023
Q4 | $15.6M | Sell |
24,959
-21
| -0.1% | -$13.1K | 1.96% | 20 |
|
|
2023
Q3 | $12.8M | Sell |
24,980
-3,497
| -12% | -$1.79M | 1.8% | 19 |
|
|
2023
Q2 | $13M | Sell |
28,477
-3,867
| -12% | -$1.77M | 1.78% | 22 |
|
|
2023
Q1 | $14.4M | Sell |
32,344
-2,774
| -8% | -$1.24M | 1.98% | 14 |
|
|
2022
Q4 | $13.7M | Buy |
35,118
+5,997
| +21% | +$2.33M | 1.66% | 20 |
|
|
2022
Q3 | $11.3M | Buy |
29,121
+1
| +0% | +$387 | 1.39% | 32 |
|
|
2022
Q2 | $11.2M | Buy |
29,120
+2,443
| +9% | +$942K | 1.32% | 31 |
|
|
2022
Q1 | $12.8M | Buy |
26,677
+4,148
| +18% | +$1.99M | 1.22% | 33 |
|
|
2021
Q4 | $14.5M | Sell |
22,529
-3,268
| -13% | -$2.1M | 1.24% | 38 |
|
|
2021
Q3 | $13.9M | Sell |
25,797
-3,874
| -13% | -$2.09M | 1.28% | 39 |
|
|
2021
Q2 | $14.5M | Sell |
29,671
-12,483
| -30% | -$6.12M | 1.31% | 27 |
|
|
2021
Q1 | $16.1M | Sell |
42,154
-5,105
| -11% | -$1.96M | 1.48% | 29 |
|
|
2020
Q4 | $18M | Sell |
47,259
-4,165
| -8% | -$1.58M | 1.62% | 11 |
|
|
2020
Q3 | $16.8M | Sell |
51,424
-10,517
| -17% | -$3.43M | 1.6% | 15 |
|
|
2020
Q2 | $18.3M | Sell |
61,941
-15,642
| -20% | -$4.63M | 2.06% | 10 |
|
|
2020
Q1 | $17.8M | Buy |
77,583
+15,495
| +25% | +$3.56M | 2.5% | 13 |
|
|
2019
Q4 | $16.3M | Buy |
62,088
+3,956
| +7% | +$1.04M | 1.88% | 19 |
|
|
2019
Q3 | $15.5M | Sell |
58,132
-6,635
| -10% | -$1.76M | 1.93% | 21 |
|
|
2019
Q2 | $16.9M | Buy |
64,767
+2,260
| +4% | +$591K | 2.1% | 21 |
|
|
2019
Q1 | $16.3M | Sell |
62,507
-7,529
| -11% | -$1.97M | 2.15% | 20 |
|
|
2018
Q4 | $13.8M | Buy |
70,036
+3,863
| +6% | +$760K | 2.14% | 16 |
|
|
2018
Q3 | $15M | Buy |
66,173
+392
| +0.6% | +$89.1K | 2.1% | 14 |
|
|
2018
Q2 | $13.4M | Sell |
65,781
-1,395
| -2% | -$285K | 2.01% | 16 |
|
|
2018
Q1 | $11.6M | Sell |
67,176
-10,005
| -13% | -$1.73M | 1.78% | 19 |
|
|
2017
Q4 | $12.2M | Sell |
77,181
-26,751
| -26% | -$4.22M | 1.8% | 34 |
|
|
2017
Q3 | $14.8M | Buy |
103,932
+1,664
| +2% | +$237K | 1.89% | 14 |
|
|
2017
Q2 | $13.6M | Sell |
102,268
-28,899
| -22% | -$3.84M | 1.8% | 24 |
|
|
2017
Q1 | $15.2M | Sell |
131,167
-20,124
| -13% | -$2.33M | 2.09% | 13 |
|
|
2016
Q4 | $17.3M | Buy |
151,291
+123,716
| +449% | +$14.2M | 2.21% | 12 |
|
|
2016
Q3 | $3.03M | Buy |
27,575
+25,175
| +1,049% | +$2.77M | 0.4% | 67 |
|
|
2016
Q2 | $268K | Hold |
2,400
| – | – | 0.04% | 92 |
|
|
2016
Q1 | $250K | Hold |
2,400
| – | – | 0.03% | 90 |
|
|
2015
Q4 | $232K | Hold |
2,400
| – | – | 0.03% | 98 |
|
|
2015
Q3 | $213K | Hold |
2,400
| – | – | 0.03% | 104 |
|
|
2015
Q2 | $242K | Hold |
2,400
| – | – | 0.03% | 109 |
|
|
2015
Q1 | $233K | Hold |
2,400
| – | – | 0.03% | 120 |
|
|
2014
Q4 | $221K | Hold |
2,400
| – | – | 0.03% | 122 |
|
|
2014
Q3 | $210K | Buy |
+2,400
| New | +$210K | 0.02% | 208 |
|