Samalin Investment Counsel’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
398
-45
-10% -$35.5K 0.12% 242
2025
Q1
$272K Buy
443
+1
+0.2% +$614 0.11% 255
2024
Q4
$278K Sell
442
-63
-12% -$39.6K 0.12% 231
2024
Q3
$314K Sell
505
-169
-25% -$105K 0.14% 217
2024
Q2
$443K Sell
674
-30
-4% -$19.7K 0.21% 161
2024
Q1
$458K Buy
704
+2
+0.3% +$1.3K 0.22% 157
2023
Q4
$439K Buy
702
+1
+0.1% +$626 0.22% 149
2023
Q3
$358K Sell
701
-94
-12% -$48K 0.21% 149
2023
Q2
$364K Sell
795
-118
-13% -$54K 0.2% 145
2023
Q1
$407K Buy
913
+2
+0.2% +$892 0.25% 123
2022
Q4
$355K Buy
911
+2
+0.2% +$779 0.22% 136
2022
Q3
$352K Buy
909
+1
+0.1% +$387 0.26% 119
2022
Q2
$350K Buy
908
+2
+0.2% +$771 0.25% 126
2022
Q1
$436K Buy
906
+1
+0.1% +$481 0.26% 116
2021
Q4
$582K Sell
905
-93
-9% -$59.8K 0.35% 82
2021
Q3
$538K Buy
998
+2
+0.2% +$1.08K 0.35% 85
2021
Q2
$489K Buy
996
+1
+0.1% +$491 0.32% 101
2021
Q1
$381K Buy
995
+2
+0.2% +$766 0.26% 125
2020
Q4
$377K Buy
993
+1
+0.1% +$380 0.28% 111
2020
Q3
$324K Sell
992
-108
-10% -$35.3K 0.29% 111
2020
Q2
$325K Buy
+1,100
New +$325K 0.34% 96