Schaper Benz & Wise 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 | $23.7M | Sell |
30,123
-1,156
| -4% | -$911K | 1.82% | 17 |
|
|
2025
Q1 | $19.2M | Buy |
31,279
+325
| +1% | +$200K | 1.56% | 22 |
|
|
2024
Q4 | $19.5M | Buy |
30,954
+87
| +0.3% | +$54.7K | 1.56% | 20 |
|
|
2024
Q3 | $19.2M | Buy |
30,867
+238
| +0.8% | +$148K | 1.53% | 23 |
|
|
2024
Q2 | $20.1M | Buy |
30,629
+2,953
| +11% | +$1.94M | 1.74% | 18 |
|
|
2024
Q1 | $18M | Buy |
27,676
+137
| +0.5% | +$89.1K | 1.5% | 27 |
|
|
2023
Q4 | $17.2M | Sell |
27,539
-696
| -2% | -$435K | 1.56% | 25 |
|
|
2023
Q3 | $14.4M | Sell |
28,235
-230
| -0.8% | -$118K | 1.42% | 30 |
|
|
2023
Q2 | $13M | Sell |
28,465
-384
| -1% | -$176K | 1.25% | 33 |
|
|
2023
Q1 | $12.9M | Sell |
28,849
-285
| -1% | -$127K | 1.3% | 35 |
|
|
2022
Q4 | $11.3M | Sell |
29,134
-858
| -3% | -$334K | 1.2% | 35 |
|
|
2022
Q3 | $11.6M | Sell |
29,992
-325
| -1% | -$126K | 1.34% | 32 |
|
|
2022
Q2 | $11.7M | Sell |
30,317
-67
| -0.2% | -$25.8K | 1.2% | 39 |
|
|
2022
Q1 | $14.6M | Buy |
30,384
+68
| +0.2% | +$32.7K | 1.26% | 35 |
|
|
2021
Q4 | $19.5M | Sell |
30,316
-559
| -2% | -$360K | 1.57% | 25 |
|
|
2021
Q3 | $16.7M | Sell |
30,875
-818
| -3% | -$441K | 1.49% | 29 |
|
|
2021
Q2 | $15.5M | Sell |
31,693
-1,770
| -5% | -$868K | 1.4% | 31 |
|
|
2021
Q1 | $12.8M | Sell |
33,463
-526
| -2% | -$201K | 1.25% | 39 |
|
|
2020
Q4 | $12.9M | Buy |
33,989
+405
| +1% | +$154K | 1.34% | 36 |
|
|
2020
Q3 | $11M | Sell |
33,584
-582
| -2% | -$190K | 1.28% | 33 |
|
|
2020
Q2 | $10.1M | Sell |
34,166
-113
| -0.3% | -$33.5K | 1.26% | 38 |
|
|
2020
Q1 | $7.88M | Buy |
34,279
+433
| +1% | +$99.6K | 1.15% | 40 |
|
|
2019
Q4 | $8.87M | Buy |
33,846
+1,207
| +4% | +$316K | 1.04% | 42 |
|
|
2019
Q3 | $8.68M | Sell |
32,639
-142
| -0.4% | -$37.8K | 1.08% | 41 |
|
|
2019
Q2 | $8.57M | Buy |
32,781
+243
| +0.7% | +$63.5K | 1.08% | 43 |
|
|
2019
Q1 | $8.51M | Buy |
32,538
+390
| +1% | +$102K | 1.11% | 42 |
|
|
2018
Q4 | $6.33M | Buy |
32,148
+233
| +0.7% | +$45.9K | 0.95% | 43 |
|
|
2018
Q3 | $7.26M | Buy |
31,915
+100
| +0.3% | +$22.7K | 0.97% | 45 |
|
|
2018
Q2 | $6.5M | Buy |
31,815
+180
| +0.6% | +$36.8K | 0.93% | 47 |
|
|
2018
Q1 | $5.48M | Buy |
31,635
+35
| +0.1% | +$6.07K | 0.81% | 48 |
|
|
2017
Q4 | $4.99M | Buy |
31,600
+300
| +1% | +$47.3K | 0.73% | 52 |
|
|
2017
Q3 | $4.45M | Buy |
31,300
+1,310
| +4% | +$186K | 0.69% | 56 |
|
|
2017
Q2 | $3.98M | Buy |
29,990
+250
| +0.8% | +$33.2K | 0.64% | 56 |
|
|
2017
Q1 | $3.45M | Hold |
29,740
| – | – | 0.59% | 57 |
|
|
2016
Q4 | $3.41M | Buy |
29,740
+150
| +0.5% | +$17.2K | 0.6% | 57 |
|
|
2016
Q3 | $3.26M | Buy |
29,590
+675
| +2% | +$74.3K | 0.57% | 59 |
|
|
2016
Q2 | $3.23M | Buy |
28,915
+100
| +0.3% | +$11.2K | 0.58% | 59 |
|
|
2016
Q1 | $3M | Buy |
28,815
+1,200
| +4% | +$125K | 0.56% | 59 |
|
|
2015
Q4 | $2.67M | Buy |
27,615
+975
| +4% | +$94.1K | 0.52% | 59 |
|
|
2015
Q3 | $2.36M | Buy |
26,640
+2,130
| +9% | +$189K | 0.48% | 59 |
|
|
2015
Q2 | $2.47M | Buy |
24,510
+480
| +2% | +$48.4K | 0.49% | 56 |
|
|
2015
Q1 | $2.33M | Buy |
24,030
+2,730
| +13% | +$265K | 0.46% | 56 |
|
|
2014
Q4 | $1.96M | Buy |
21,300
+370
| +2% | +$34.1K | 0.39% | 60 |
|
|
2014
Q3 | $1.84M | Buy |
20,930
+1,674
| +9% | +$147K | 0.38% | 57 |
|
|
2014
Q2 | $1.55M | Hold |
19,256
| – | – | 0.32% | 61 |
|
|
2014
Q1 | $1.5M | Hold |
19,256
| – | – | 0.32% | 60 |
|
|
2013
Q4 | $1.47M | Sell |
19,256
-100
| -0.5% | -$7.63K | 0.33% | 58 |
|
|
2013
Q3 | $1.28M | Hold |
19,356
| – | – | 0.3% | 60 |
|
|
2013
Q2 | $1.18M | Buy |
+19,356
| New | +$1.18M | 0.29% | 59 |
|