Royal Fund 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 | $267K | Buy |
339
+1
| +0.3% | +$787 | 0.03% | 233 |
|
|
2025
Q1 | $208K | Buy |
+338
| New | +$208K | 0.02% | 243 |
|
|
2024
Q4 | – | Sell |
-648
| Closed | -$402K | – | 250 |
|
|
2024
Q3 | $402K | Buy |
648
+335
| +107% | +$208K | 0.02% | 224 |
|
|
2024
Q2 | $206K | Hold |
313
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $203K | Sell |
313
-500
| -62% | -$325K | 0.02% | 240 |
|
|
2023
Q4 | $508K | Buy |
813
+39
| +5% | +$24.4K | 0.06% | 194 |
|
|
2023
Q3 | $395K | Hold |
774
| – | – | 0.05% | 188 |
|
|
2023
Q2 | $355K | Hold |
774
| – | – | 0.04% | 194 |
|
|
2023
Q1 | $345K | Hold |
774
| – | – | 0.05% | 194 |
|
|
2022
Q4 | $301K | Hold |
774
| – | – | 0.05% | 185 |
|
|
2022
Q3 | $299K | Hold |
774
| – | – | 0.05% | 169 |
|
|
2022
Q2 | $298K | Hold |
774
| – | – | 0.05% | 164 |
|
|
2022
Q1 | $372K | Hold |
774
| – | – | 0.05% | 158 |
|
|
2021
Q4 | $497K | Hold |
774
| – | – | 0.07% | 139 |
|
|
2021
Q3 | $417K | Hold |
774
| – | – | 0.06% | 142 |
|
|
2021
Q2 | $379K | Hold |
774
| – | – | 0.06% | 143 |
|
|
2021
Q1 | $296K | Sell |
774
-3
| -0.4% | -$1.15K | 0.05% | 148 |
|
|
2020
Q4 | $295K | Sell |
777
-100
| -11% | -$38K | 0.06% | 137 |
|
|
2020
Q3 | $286K | Buy |
+877
| New | +$286K | 0.07% | 131 |
|
|
2020
Q2 | – | Sell |
-942
| Closed | -$216K | – | 335 |
|
|
2020
Q1 | $216K | Sell |
942
-38
| -4% | -$8.71K | 0.09% | 135 |
|
|
2019
Q4 | $256K | Sell |
980
-216
| -18% | -$56.4K | 0.07% | 122 |
|
|
2019
Q3 | $318K | Hold |
1,196
| – | – | 0.09% | 103 |
|
|
2019
Q2 | $312K | Hold |
1,196
| – | – | 0.09% | 105 |
|
|
2019
Q1 | $312K | Hold |
1,196
| – | – | 0.1% | 101 |
|
|
2018
Q4 | $235K | Hold |
1,196
| – | – | 0.1% | 98 |
|
|
2018
Q3 | $271K | Buy |
1,196
+105
| +10% | +$23.8K | 0.08% | 103 |
|
|
2018
Q2 | $222K | Buy |
1,091
+500
| +85% | +$102K | 0.07% | 108 |
|
|
2018
Q1 | $102K | Buy |
591
+115
| +24% | +$19.8K | 0.04% | 151 |
|
|
2017
Q4 | $75K | Hold |
476
| – | – | 0.03% | 183 |
|
|
2017
Q3 | $67K | Buy |
476
+75
| +19% | +$10.6K | 0.03% | 146 |
|
|
2017
Q2 | $53K | Buy |
401
+200
| +100% | +$26.4K | 0.02% | 150 |
|
|
2017
Q1 | $23K | Hold |
201
| – | – | 0.01% | 205 |
|
|
2016
Q4 | $23K | Buy |
+201
| New | +$23K | 0.01% | 189 |
|