Sather Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9M | Sell |
62,071
-4,831
| -7% | -$3.81M | 2.87% | 16 |
|
|
2025
Q1 | $41.1M | Sell |
66,902
-4,555
| -6% | -$2.8M | 2.68% | 18 |
|
|
2024
Q4 | $44.9M | Sell |
71,457
-166
| -0.2% | -$104K | 2.81% | 17 |
|
|
2024
Q3 | $44.5M | Buy |
71,623
+508
| +0.7% | +$315K | 2.86% | 17 |
|
|
2024
Q2 | $46.7M | Buy |
71,115
+2,427
| +4% | +$1.6M | 3.24% | 13 |
|
|
2024
Q1 | $44.6M | Sell |
68,688
-21,867
| -24% | -$14.2M | 3.2% | 14 |
|
|
2023
Q4 | $56.6M | Sell |
90,555
-689
| -0.8% | -$431K | 4.19% | 7 |
|
|
2023
Q3 | $46.6M | Sell |
91,244
-1,404
| -2% | -$717K | 3.88% | 7 |
|
|
2023
Q2 | $42.5M | Buy |
92,648
+268
| +0.3% | +$123K | 3.4% | 10 |
|
|
2023
Q1 | $41.2M | Buy |
92,380
+1,818
| +2% | +$811K | 3.58% | 9 |
|
|
2022
Q4 | $35.2M | Sell |
90,562
-20,723
| -19% | -$8.07M | 2.9% | 11 |
|
|
2022
Q3 | $43.1M | Buy |
111,285
+12,497
| +13% | +$4.84M | 4.75% | 6 |
|
|
2022
Q2 | $38.1M | Buy |
98,788
+48,252
| +95% | +$18.6M | 3.95% | 7 |
|
|
2022
Q1 | $24.3M | Buy |
50,536
+49,932
| +8,267% | +$24M | 2.1% | 23 |
|
|
2021
Q4 | $389K | Hold |
604
| – | – | 0.03% | 51 |
|
|
2021
Q3 | $326K | Hold |
604
| – | – | 0.03% | 58 |
|
|
2021
Q2 | $296K | Hold |
604
| – | – | 0.03% | 46 |
|
|
2021
Q1 | $231K | Hold |
604
| – | – | 0.03% | 45 |
|
|
2020
Q4 | $229K | Buy |
+604
| New | +$229K | 0.03% | 43 |
|