Segall Bryant & Hamill’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
33,664
+16,790
| +100% | +$13.2M | 0.37% | 80 |
|
|
2025
Q1 | $10.4M | Buy |
+16,874
| New | +$10.4M | 0.16% | 209 |
|
|
2023
Q3 | – | Sell |
-2,100
| Closed | -$962K | – | 602 |
|
|
2023
Q2 | $962K | Sell |
2,100
-574
| -21% | -$263K | 0.01% | 487 |
|
|
2023
Q1 | $1.19M | Buy |
2,674
+115
| +4% | +$51.3K | 0.01% | 472 |
|
|
2022
Q4 | $996K | Buy |
2,559
+121
| +5% | +$47.1K | 0.01% | 487 |
|
|
2022
Q3 | $944K | Sell |
2,438
-304
| -11% | -$118K | 0.01% | 499 |
|
|
2022
Q2 | $1.06M | Buy |
2,742
+148
| +6% | +$57K | 0.01% | 486 |
|
|
2022
Q1 | $1.25M | Sell |
2,594
-7
| -0.3% | -$3.36K | 0.01% | 489 |
|
|
2021
Q4 | $1.67M | Buy |
2,601
+19
| +0.7% | +$12.2K | 0.02% | 425 |
|
|
2021
Q3 | $1.39M | Sell |
2,582
-205
| -7% | -$111K | 0.01% | 498 |
|
|
2021
Q2 | $1.37M | Buy |
2,787
+166
| +6% | +$81.3K | 0.01% | 488 |
|
|
2021
Q1 | $1M | Buy |
2,621
+648
| +33% | +$248K | 0.01% | 551 |
|
|
2020
Q4 | $750K | Buy |
1,973
+977
| +98% | +$371K | 0.01% | 508 |
|
|
2020
Q3 | $324K | Sell |
996
-405
| -29% | -$132K | ﹤0.01% | 618 |
|
|
2020
Q2 | $414K | Sell |
1,401
-450
| -24% | -$133K | 0.01% | 624 |
|
|
2020
Q1 | $426K | Buy |
1,851
+905
| +96% | +$208K | 0.01% | 620 |
|
|
2019
Q4 | $248K | Sell |
946
-46
| -5% | -$12.1K | ﹤0.01% | 760 |
|
|
2019
Q3 | $263K | Hold |
992
| – | – | ﹤0.01% | 752 |
|
|
2019
Q2 | $260K | Buy |
992
+31
| +3% | +$8.13K | ﹤0.01% | 759 |
|
|
2019
Q1 | $252K | Buy |
+961
| New | +$252K | ﹤0.01% | 768 |
|
|
2018
Q4 | – | Sell |
-1,063
| Closed | -$242K | – | 853 |
|
|
2018
Q3 | $242K | Sell |
1,063
-500
| -32% | -$114K | ﹤0.01% | 794 |
|
|
2018
Q2 | $319K | Buy |
1,563
+113
| +8% | +$23.1K | ﹤0.01% | 745 |
|
|
2018
Q1 | $251K | Hold |
1,450
| – | – | 0.01% | 550 |
|
|
2017
Q4 | $229K | Buy |
+1,450
| New | +$229K | 0.01% | 539 |
|
|
2016
Q3 | – | Sell |
-2,220
| Closed | -$248K | – | 559 |
|
|
2016
Q2 | $248K | Hold |
2,220
| – | – | 0.01% | 498 |
|
|
2016
Q1 | $231K | Hold |
2,220
| – | – | 0.01% | 513 |
|
|
2015
Q4 | $214K | Sell |
2,220
-575
| -21% | -$55.4K | 0.01% | 505 |
|
|
2015
Q3 | $248K | Hold |
2,795
| – | – | 0.01% | 501 |
|
|
2015
Q2 | $282K | Sell |
2,795
-2,000
| -42% | -$202K | 0.01% | 492 |
|
|
2015
Q1 | $465K | Sell |
4,795
-93,991
| -95% | -$9.11M | 0.01% | 436 |
|
|
2014
Q4 | $9.11M | Buy |
+98,786
| New | +$9.11M | 0.21% | 152 |
|