Rockefeller Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
33,086
+9,080
| +38% | +$7.15M | 0.06% | 313 |
|
|
2025
Q1 | $14.7M | Sell |
24,006
-2,034
| -8% | -$1.25M | 0.04% | 449 |
|
|
2024
Q4 | $16.4M | Buy |
26,040
+3,377
| +15% | +$2.12M | 0.04% | 398 |
|
|
2024
Q3 | $14.1M | Sell |
22,663
-1,067
| -4% | -$663K | 0.04% | 438 |
|
|
2024
Q2 | $15.6M | Sell |
23,730
-298
| -1% | -$196K | 0.04% | 390 |
|
|
2024
Q1 | $15.6M | Buy |
24,028
+4,178
| +21% | +$2.72M | 0.05% | 395 |
|
|
2023
Q4 | $12.4M | Sell |
19,850
-30,029
| -60% | -$18.8M | 0.04% | 398 |
|
|
2023
Q3 | $25.5M | Sell |
49,879
-20,321
| -29% | -$10.4M | 0.1% | 218 |
|
|
2023
Q2 | $32.1M | Buy |
70,200
+719
| +1% | +$329K | 0.12% | 188 |
|
|
2023
Q1 | $31M | Sell |
69,481
-4,053
| -6% | -$1.81M | 0.13% | 174 |
|
|
2022
Q4 | $28.6M | Buy |
73,534
+54,428
| +285% | +$21.2M | 0.14% | 165 |
|
|
2022
Q3 | $7.4M | Buy |
19,106
+553
| +3% | +$214K | 0.04% | 444 |
|
|
2022
Q2 | $7.15M | Buy |
18,553
+532
| +3% | +$205K | 0.04% | 432 |
|
|
2022
Q1 | $8.66M | Sell |
18,021
-3,129
| -15% | -$1.5M | 0.04% | 401 |
|
|
2021
Q4 | $13.6M | Sell |
21,150
-495
| -2% | -$318K | 0.06% | 289 |
|
|
2021
Q3 | $11.7M | Sell |
21,645
-3,841
| -15% | -$2.07M | 0.06% | 290 |
|
|
2021
Q2 | $12.5M | Buy |
25,486
+3,609
| +16% | +$1.77M | 0.07% | 264 |
|
|
2021
Q1 | $8.38M | Buy |
21,877
+8,659
| +66% | +$3.32M | 0.06% | 271 |
|
|
2020
Q4 | $5.02M | Buy |
13,218
+6,321
| +92% | +$2.4M | 0.04% | 325 |
|
|
2020
Q3 | $2.25M | Buy |
6,897
+2,649
| +62% | +$864K | 0.02% | 395 |
|
|
2020
Q2 | $1.26M | Sell |
4,248
-468
| -10% | -$139K | 0.01% | 496 |
|
|
2020
Q1 | $1.09M | Sell |
4,716
-564
| -11% | -$130K | 0.01% | 463 |
|
|
2019
Q4 | $1.38M | Buy |
5,280
+518
| +11% | +$136K | 0.02% | 397 |
|
|
2019
Q3 | $1.27M | Sell |
4,762
-989
| -17% | -$263K | 0.02% | 353 |
|
|
2019
Q2 | $1.5M | Sell |
5,751
-3,669
| -39% | -$959K | 0.02% | 287 |
|
|
2019
Q1 | $2.46M | Buy |
9,420
+5,900
| +168% | +$1.54M | 0.04% | 231 |
|
|
2018
Q4 | $693K | Sell |
3,520
-105
| -3% | -$20.7K | 0.01% | 284 |
|
|
2018
Q3 | $824K | Hold |
3,625
| – | – | 0.01% | 231 |
|
|
2018
Q2 | $740K | Buy |
3,625
+320
| +10% | +$65.3K | 0.01% | 237 |
|
|
2018
Q1 | $573K | Buy |
+3,305
| New | +$573K | 0.01% | 258 |
|