S.A. Mason’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 |
5,135
-23
| -0.4% | -$18.1K | 1.96% | 10 |
|
|
2025
Q1 | $3.17M | Sell |
5,158
-124
| -2% | -$76.1K | 1.67% | 11 |
|
|
2024
Q4 | $3.32M | Sell |
5,282
-105
| -2% | -$66K | 1.74% | 11 |
|
|
2024
Q3 | $3.35M | Buy |
5,387
+12
| +0.2% | +$7.45K | 1.77% | 11 |
|
|
2024
Q2 | $3.53M | Sell |
5,375
-14
| -0.3% | -$9.2K | 2.01% | 10 |
|
|
2024
Q1 | $3.5M | Sell |
5,389
-251
| -4% | -$163K | 2.11% | 10 |
|
|
2023
Q4 | $3.53M | Sell |
5,640
-89
| -2% | -$55.6K | 2.36% | 9 |
|
|
2023
Q3 | $2.93M | Sell |
5,729
-84
| -1% | -$42.9K | 2.11% | 10 |
|
|
2023
Q2 | $2.59M | Hold |
5,813
| – | – | 1.88% | 10 |
|
|
2023
Q1 | $2.59M | Sell |
5,813
-29
| -0.5% | -$12.9K | 1.88% | 10 |
|
|
2022
Q4 | $2.27M | Sell |
5,842
-55
| -0.9% | -$21.4K | 1.71% | 9 |
|
|
2022
Q3 | $2.28M | Sell |
5,897
-195
| -3% | -$75.5K | 1.81% | 9 |
|
|
2022
Q2 | $2.35M | Sell |
6,092
-10
| -0.2% | -$3.85K | 1.72% | 9 |
|
|
2022
Q1 | $2.93M | Sell |
6,102
-2
| -0% | -$962 | 1.83% | 10 |
|
|
2021
Q4 | $3.93M | Buy |
6,104
+100
| +2% | +$64.3K | 2.36% | 8 |
|
|
2021
Q3 | $3.24M | Buy |
6,004
+145
| +2% | +$78.2K | 2.13% | 8 |
|
|
2021
Q2 | $2.87M | Sell |
5,859
-25
| -0.4% | -$12.3K | 1.98% | 8 |
|
|
2021
Q1 | $2.25M | Buy |
5,884
+100
| +2% | +$38.3K | 1.68% | 8 |
|
|
2020
Q4 | $2.2M | Sell |
5,784
-388
| -6% | -$147K | 1.83% | 8 |
|
|
2020
Q3 | $2.01M | Sell |
6,172
-61
| -1% | -$19.9K | 1.91% | 8 |
|
|
2020
Q2 | $1.85M | Sell |
6,233
-125
| -2% | -$37K | 1.95% | 8 |
|
|
2020
Q1 | $1.46M | Sell |
6,358
-78
| -1% | -$17.9K | 1.77% | 11 |
|
|
2019
Q4 | $1.69M | Buy |
+6,436
| New | +$1.69M | 1.61% | 11 |
|