Roberts, Glore & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
2,452
-35
| -1% | -$27.6K | 0.56% | 48 |
|
|
2025
Q1 | $1.53M | Sell |
2,487
-128
| -5% | -$78.6K | 0.47% | 57 |
|
|
2024
Q4 | $1.64M | Sell |
2,615
-55
| -2% | -$34.6K | 0.49% | 55 |
|
|
2024
Q3 | $1.66M | Sell |
2,670
-46
| -2% | -$28.6K | 0.48% | 56 |
|
|
2024
Q2 | $1.78M | Sell |
2,716
-63
| -2% | -$41.4K | 0.54% | 50 |
|
|
2024
Q1 | $1.81M | Sell |
2,779
-15
| -0.5% | -$9.75K | 0.54% | 50 |
|
|
2023
Q4 | $1.75M | Sell |
2,794
-15
| -0.5% | -$9.38K | 0.54% | 48 |
|
|
2023
Q3 | $1.44M | Sell |
2,809
-40
| -1% | -$20.4K | 0.47% | 57 |
|
|
2023
Q2 | $1.31M | Sell |
2,849
-5
| -0.2% | -$2.29K | 0.42% | 63 |
|
|
2023
Q1 | $1.27M | Sell |
2,854
-50
| -2% | -$22.3K | 0.43% | 62 |
|
|
2022
Q4 | $1.13M | Sell |
2,904
-425
| -13% | -$165K | 0.39% | 63 |
|
|
2022
Q3 | $1.29M | Sell |
3,329
-10
| -0.3% | -$3.87K | 0.46% | 57 |
|
|
2022
Q2 | $1.29M | Sell |
3,339
-25
| -0.7% | -$9.64K | 0.43% | 62 |
|
|
2022
Q1 | $1.62M | Sell |
3,364
-30
| -0.9% | -$14.4K | 0.47% | 54 |
|
|
2021
Q4 | $2.18M | Sell |
3,394
-73
| -2% | -$47K | 0.57% | 46 |
|
|
2021
Q3 | $1.87M | Sell |
3,467
-60
| -2% | -$32.4K | 0.57% | 51 |
|
|
2021
Q2 | $1.73M | Sell |
3,527
-70
| -2% | -$34.3K | 0.52% | 53 |
|
|
2021
Q1 | $1.38M | Hold |
3,597
| – | – | 0.43% | 62 |
|
|
2020
Q4 | $1.37M | Sell |
3,597
-18
| -0.5% | -$6.84K | 0.45% | 60 |
|
|
2020
Q3 | $1.18M | Sell |
3,615
-38
| -1% | -$12.4K | 0.42% | 60 |
|
|
2020
Q2 | $1.08M | Sell |
3,653
-43
| -1% | -$12.7K | 0.42% | 62 |
|
|
2020
Q1 | $850K | Sell |
3,696
-5
| -0.1% | -$1.15K | 0.36% | 68 |
|
|
2019
Q4 | $969K | Buy |
3,701
+1,006
| +37% | +$263K | 0.37% | 72 |
|
|
2019
Q3 | $717K | Sell |
2,695
-190
| -7% | -$50.5K | 0.44% | 68 |
|
|
2019
Q2 | $754K | Sell |
2,885
-70
| -2% | -$18.3K | 0.46% | 65 |
|
|
2019
Q1 | $772K | Sell |
2,955
-10
| -0.3% | -$2.61K | 0.48% | 62 |
|
|
2018
Q4 | $584K | Sell |
2,965
-125
| -4% | -$24.6K | 0.41% | 69 |
|
|
2018
Q3 | $703K | Sell |
3,090
-635
| -17% | -$144K | 0.4% | 73 |
|
|
2018
Q2 | $761K | Sell |
3,725
-220
| -6% | -$44.9K | 0.46% | 69 |
|
|
2018
Q1 | $684K | Sell |
3,945
-105
| -3% | -$18.2K | 0.42% | 70 |
|
|
2017
Q4 | $639K | Sell |
4,050
-105
| -3% | -$16.6K | 0.39% | 77 |
|
|
2017
Q3 | $591K | Sell |
4,155
-410
| -9% | -$58.3K | 0.38% | 77 |
|
|
2017
Q2 | $606K | Sell |
4,565
-165
| -3% | -$21.9K | 0.4% | 76 |
|
|
2017
Q1 | $549K | Sell |
4,730
-395
| -8% | -$45.8K | 0.38% | 76 |
|
|
2016
Q4 | $587K | Buy |
5,125
+40
| +0.8% | +$4.58K | 0.41% | 75 |
|
|
2016
Q3 | $559K | Sell |
5,085
-175
| -3% | -$19.2K | 0.4% | 73 |
|
|
2016
Q2 | $587K | Sell |
5,260
-220
| -4% | -$24.6K | 0.45% | 69 |
|
|
2016
Q1 | $570K | Sell |
5,480
-300
| -5% | -$31.2K | 0.43% | 70 |
|
|
2015
Q4 | $558K | Sell |
5,780
-80
| -1% | -$7.72K | 0.42% | 69 |
|
|
2015
Q3 | $520K | Sell |
5,860
-760
| -11% | -$67.4K | 0.41% | 72 |
|
|
2015
Q2 | $667K | Sell |
6,620
-360
| -5% | -$36.3K | 0.47% | 65 |
|
|
2015
Q1 | $677K | Sell |
6,980
-260
| -4% | -$25.2K | 0.47% | 61 |
|
|
2014
Q4 | $667K | Hold |
7,240
| – | – | 0.44% | 66 |
|
|
2014
Q3 | $635K | Sell |
7,240
-1,050
| -13% | -$92.1K | 0.44% | 65 |
|
|
2014
Q2 | $668K | Sell |
8,290
-550
| -6% | -$44.3K | 0.45% | 62 |
|
|
2014
Q1 | $687K | Buy |
8,840
+175
| +2% | +$13.6K | 0.47% | 65 |
|
|
2013
Q4 | $661K | Buy |
8,665
+150
| +2% | +$11.4K | 0.46% | 62 |
|
|
2013
Q3 | $565K | Sell |
8,515
-1,465
| -15% | -$97.2K | 0.42% | 65 |
|
|
2013
Q2 | $609K | Buy |
+9,980
| New | +$609K | 0.38% | 71 |
|