SMH
Sanders Morris Harris’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,576
| Closed | -$2.81M | – | 226 |
|
|
2025
Q1 | $2.81M | Hold |
4,576
| – | – | 0.43% | 41 |
|
|
2024
Q4 | $2.88M | Hold |
4,576
| – | – | 0.43% | 43 |
|
|
2024
Q3 | $2.84M | Hold |
4,576
| – | – | 0.47% | 37 |
|
|
2024
Q2 | $3.01M | Hold |
4,576
| – | – | 0.49% | 38 |
|
|
2024
Q1 | $2.97M | Buy |
4,576
+150
| +3% | +$97.5K | 0.55% | 33 |
|
|
2023
Q4 | $2.65M | Buy |
4,426
+80
| +2% | +$47.9K | 1.3% | 18 |
|
|
2023
Q3 | $2.24M | Hold |
4,346
| – | – | 0.46% | 36 |
|
|
2023
Q2 | $1.96M | Buy |
+4,346
| New | +$1.96M | 0.43% | 31 |
|
|
2023
Q1 | – | Sell |
-4,346
| Closed | -$1.69M | – | 197 |
|
|
2022
Q4 | $1.69M | Hold |
4,346
| – | – | 0.64% | 24 |
|
|
2022
Q3 | $1.73M | Sell |
4,346
-50
| -1% | -$19.9K | 0.42% | 38 |
|
|
2022
Q2 | $1.71M | Hold |
4,396
| – | – | 0.37% | 47 |
|
|
2022
Q1 | $2.11M | Hold |
4,396
| – | – | 0.41% | 43 |
|
|
2021
Q4 | $2.77M | Hold |
4,396
| – | – | 0.48% | 38 |
|
|
2021
Q3 | $2.37M | Hold |
4,396
| – | – | 0.43% | 47 |
|
|
2021
Q2 | $2.2M | Hold |
4,396
| – | – | 0.43% | 47 |
|
|
2021
Q1 | $1.76M | Hold |
4,396
| – | – | 0.37% | 51 |
|
|
2020
Q4 | $1.61M | Buy |
4,396
+75
| +2% | +$27.4K | 0.37% | 57 |
|
|
2020
Q3 | $1.51M | Buy |
+4,321
| New | +$1.51M | 0.41% | 54 |
|
|
2020
Q2 | – | Sell |
-5,000
| Closed | -$1.09M | – | 151 |
|
|
2020
Q1 | $1.09M | Sell |
5,000
-22,600
| -82% | -$4.94M | 1.07% | 24 |
|
|
2019
Q4 | $7.35M | Hold |
27,600
| – | – | 1.67% | 10 |
|
|
2019
Q3 | $7.07M | Buy |
+27,600
| New | +$7.07M | 1.71% | 10 |
|