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 |
|