SCM
Schnieders Capital Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
537
+164
| +44% | +$129K | 0.07% | 149 |
|
|
2025
Q1 | $229K | Sell |
373
-300
| -45% | -$184K | 0.05% | 185 |
|
|
2024
Q4 | $423K | Hold |
673
| – | – | 0.08% | 141 |
|
|
2024
Q3 | $418K | Buy |
673
+103
| +18% | +$64K | 0.08% | 144 |
|
|
2024
Q2 | $375K | Sell |
570
-90
| -14% | -$59.1K | 0.08% | 140 |
|
|
2024
Q1 | $429K | Hold |
660
| – | – | 0.09% | 132 |
|
|
2023
Q4 | $413K | Sell |
660
-468
| -41% | -$293K | 0.09% | 131 |
|
|
2023
Q3 | $576K | Buy |
1,128
+25
| +2% | +$12.8K | 0.13% | 101 |
|
|
2023
Q2 | $505K | Sell |
1,103
-200
| -15% | -$91.6K | 0.11% | 115 |
|
|
2023
Q1 | $581K | Buy |
+1,303
| New | +$581K | 0.13% | 110 |
|
|
2022
Q1 | – | Sell |
-570
| Closed | -$367K | – | 209 |
|
|
2021
Q4 | $367K | Sell |
570
-132
| -19% | -$85K | 0.09% | 148 |
|
|
2021
Q3 | $379K | Sell |
702
-98
| -12% | -$52.9K | 0.1% | 135 |
|
|
2021
Q2 | $392K | Sell |
800
-200
| -20% | -$98K | 0.11% | 138 |
|
|
2021
Q1 | $383K | Hold |
1,000
| – | – | 0.11% | 131 |
|
|
2020
Q4 | $380K | Hold |
1,000
| – | – | 0.13% | 119 |
|
|
2020
Q3 | $326K | Buy |
+1,000
| New | +$326K | 0.12% | 119 |
|