Ray Dalio’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3M | Buy |
+58,838
| New | +$46.3M | 0.19% | 93 |
|
|
2024
Q3 | – | Sell |
-1,408
| Closed | -$925K | – | 849 |
|
|
2024
Q2 | $925K | Buy |
+1,408
| New | +$925K | ﹤0.01% | 675 |
|
|
2022
Q2 | – | Sell |
-1,592
| Closed | -$765K | – | 1032 |
|
|
2022
Q1 | $765K | Buy |
+1,592
| New | +$765K | ﹤0.01% | 835 |
|
|
2021
Q4 | – | Sell |
-4,939
| Closed | -$2.67M | – | 772 |
|
|
2021
Q3 | $2.67M | Buy |
+4,939
| New | +$2.67M | 0.01% | 391 |
|
|
2021
Q1 | – | Sell |
-1,528
| Closed | -$580K | – | 528 |
|
|
2020
Q4 | $580K | Buy |
+1,528
| New | +$580K | 0.01% | 446 |
|
|
2019
Q3 | – | Sell |
-5,526
| Closed | -$1.44M | – | 359 |
|
|
2019
Q2 | $1.44M | Sell |
5,526
-21,725
| -80% | -$5.68M | 0.01% | 225 |
|
|
2019
Q1 | $7.12M | Buy |
+27,251
| New | +$7.12M | 0.04% | 109 |
|
|
2018
Q3 | – | Sell |
-43,546
| Closed | -$8.9M | – | 419 |
|
|
2018
Q2 | $8.9M | Buy |
43,546
+40,592
| +1,374% | +$8.29M | 0.09% | 83 |
|
|
2018
Q1 | $512K | Sell |
2,954
-3,606
| -55% | -$625K | ﹤0.01% | 390 |
|
|
2017
Q4 | $1.04M | Buy |
+6,560
| New | +$1.04M | 0.01% | 190 |
|
|
2017
Q3 | – | Sell |
-68,728
| Closed | -$9.13M | – | 335 |
|
|
2017
Q2 | $9.13M | Sell |
68,728
-68,312
| -50% | -$9.07M | 0.08% | 63 |
|
|
2017
Q1 | $15.9M | Buy |
137,040
+104,740
| +324% | +$12.1M | 0.18% | 22 |
|
|
2016
Q4 | $3.7M | Buy |
+32,300
| New | +$3.7M | 0.04% | 154 |
|
|
2016
Q3 | – | Sell |
-48,611
| Closed | -$5.43M | – | 355 |
|
|
2016
Q2 | $5.43M | Sell |
48,611
-2,500
| -5% | -$279K | 0.07% | 125 |
|
|
2016
Q1 | $5.32M | Sell |
51,111
-61,852
| -55% | -$6.43M | 0.07% | 119 |
|
|
2015
Q4 | $10.9M | Buy |
+112,963
| New | +$10.9M | 0.14% | 59 |
|
|
2015
Q3 | – | Sell |
-72,272
| Closed | -$7.28M | – | 467 |
|
|
2015
Q2 | $7.28M | Buy |
72,272
+40,900
| +130% | +$4.12M | 0.07% | 68 |
|
|
2015
Q1 | $3.04M | Buy |
+31,372
| New | +$3.04M | 0.02% | 165 |
|
|
2014
Q2 | – | Sell |
-83,650
| Closed | -$6.5M | – | 338 |
|
|
2014
Q1 | $6.5M | Sell |
83,650
-11,500
| -12% | -$894K | 0.05% | 80 |
|
|
2013
Q4 | $7.26M | Buy |
95,150
+44,700
| +89% | +$3.41M | 0.06% | 71 |
|
|
2013
Q3 | $3.35M | Sell |
50,450
-174,489
| -78% | -$11.6M | 0.03% | 126 |
|
|
2013
Q2 | $13.7M | Buy |
+224,939
| New | +$13.7M | 0.12% | 26 |
|