Roundview Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
5,125
-777
| -13% | -$612K | 0.27% | 87 |
|
|
2025
Q1 | $3.62M | Buy |
5,902
+83
| +1% | +$51K | 0.26% | 88 |
|
|
2024
Q4 | $3.66M | Buy |
5,819
+1,278
| +28% | +$803K | 0.26% | 89 |
|
|
2024
Q3 | $2.82M | Buy |
4,541
+133
| +3% | +$82.6K | 0.2% | 109 |
|
|
2024
Q2 | $2.9M | Sell |
4,408
-116
| -3% | -$76.2K | 0.23% | 99 |
|
|
2024
Q1 | $2.94M | Buy |
4,524
+726
| +19% | +$472K | 0.24% | 97 |
|
|
2023
Q4 | $2.37M | Sell |
3,798
-16
| -0.4% | -$10K | 0.22% | 102 |
|
|
2023
Q3 | $1.95M | Sell |
3,814
-37
| -1% | -$18.9K | 0.2% | 115 |
|
|
2023
Q2 | $1.76M | Buy |
3,851
+462
| +14% | +$212K | 0.17% | 129 |
|
|
2023
Q1 | $1.51M | Buy |
3,389
+470
| +16% | +$210K | 0.16% | 142 |
|
|
2022
Q4 | $1.14M | Buy |
2,919
+926
| +46% | +$360K | 0.13% | 167 |
|
|
2022
Q3 | $772K | Buy |
1,993
+201
| +11% | +$77.9K | 0.1% | 187 |
|
|
2022
Q2 | $691K | Buy |
1,792
+488
| +37% | +$188K | 0.08% | 204 |
|
|
2022
Q1 | $627K | Sell |
1,304
-33
| -2% | -$15.9K | 0.06% | 214 |
|
|
2021
Q4 | $860K | Sell |
1,337
-45
| -3% | -$28.9K | 0.09% | 198 |
|
|
2021
Q3 | $746K | Sell |
1,382
-8
| -0.6% | -$4.32K | 0.08% | 208 |
|
|
2021
Q2 | $681K | Hold |
1,390
| – | – | 0.08% | 213 |
|
|
2021
Q1 | $532K | Sell |
1,390
-52
| -4% | -$19.9K | 0.07% | 214 |
|
|
2020
Q4 | $548K | Hold |
1,442
| – | – | 0.08% | 201 |
|
|
2020
Q3 | $470K | Buy |
1,442
+28
| +2% | +$9.13K | 0.07% | 195 |
|
|
2020
Q2 | $419K | Sell |
1,414
-11
| -0.8% | -$3.26K | 0.07% | 192 |
|
|
2020
Q1 | $328K | Hold |
1,425
| – | – | 0.07% | 191 |
|
|
2019
Q4 | $373K | Hold |
1,425
| – | – | 0.07% | 193 |
|
|
2019
Q3 | $379K | Sell |
1,425
-75
| -5% | -$19.9K | 0.08% | 183 |
|
|
2019
Q2 | $392K | Hold |
1,500
| – | – | 0.09% | 182 |
|
|
2019
Q1 | $392K | Hold |
1,500
| – | – | 0.09% | 172 |
|
|
2018
Q4 | $295K | Hold |
1,500
| – | – | 0.08% | 173 |
|
|
2018
Q3 | $341K | Hold |
1,500
| – | – | 0.08% | 185 |
|
|
2018
Q2 | $306K | Hold |
1,500
| – | – | 0.08% | 191 |
|
|
2018
Q1 | $260K | Hold |
1,500
| – | – | 0.07% | 189 |
|
|
2017
Q4 | $237K | Hold |
1,500
| – | – | 0.06% | 209 |
|
|
2017
Q3 | $213K | Sell |
1,500
-85
| -5% | -$12.1K | 0.06% | 203 |
|
|
2017
Q2 | $211K | Buy |
+1,585
| New | +$211K | 0.06% | 210 |
|