RWM
Ritholtz Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
5,017
+516
| +11% | +$406K | 0.09% | 143 |
|
|
2025
Q1 | $2.76M | Buy |
4,501
+517
| +13% | +$317K | 0.08% | 177 |
|
|
2024
Q4 | $2.5M | Sell |
3,984
-111
| -3% | -$69.8K | 0.07% | 190 |
|
|
2024
Q3 | $2.54M | Buy |
4,095
+174
| +4% | +$108K | 0.08% | 182 |
|
|
2024
Q2 | $2.58M | Buy |
3,921
+169
| +5% | +$111K | 0.09% | 157 |
|
|
2024
Q1 | $2.44M | Buy |
3,752
+500
| +15% | +$325K | 0.08% | 159 |
|
|
2023
Q4 | $2.03M | Buy |
3,252
+153
| +5% | +$95.6K | 0.08% | 164 |
|
|
2023
Q3 | $1.58M | Buy |
3,099
+332
| +12% | +$170K | 0.07% | 184 |
|
|
2023
Q2 | $1.27M | Buy |
2,767
+24
| +0.9% | +$11K | 0.06% | 216 |
|
|
2023
Q1 | $1.22M | Buy |
2,743
+627
| +30% | +$280K | 0.06% | 212 |
|
|
2022
Q4 | $823K | Sell |
2,116
-2,686
| -56% | -$1.05M | 0.05% | 270 |
|
|
2022
Q3 | $1.86M | Buy |
4,802
+2,610
| +119% | +$1.01M | 0.1% | 140 |
|
|
2022
Q2 | $845K | Buy |
2,192
+423
| +24% | +$163K | 0.05% | 219 |
|
|
2022
Q1 | $851K | Buy |
1,769
+122
| +7% | +$58.7K | 0.06% | 211 |
|
|
2021
Q4 | $1.06M | Buy |
1,647
+235
| +17% | +$151K | 0.07% | 161 |
|
|
2021
Q3 | $762K | Buy |
1,412
+191
| +16% | +$103K | 0.05% | 185 |
|
|
2021
Q2 | $599K | Buy |
1,221
+258
| +27% | +$127K | 0.04% | 219 |
|
|
2021
Q1 | $369K | Buy |
963
+110
| +13% | +$42.2K | 0.03% | 265 |
|
|
2020
Q4 | $324K | Buy |
853
+154
| +22% | +$58.5K | 0.03% | 240 |
|
|
2020
Q3 | $228K | Buy |
+699
| New | +$228K | 0.03% | 250 |
|