SIM
Sentry Investment Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
901
| – | – | 0.39% | 43 |
|
|
2025
Q1 | $501K | Sell |
901
-269
| -23% | -$150K | 0.34% | 54 |
|
|
2024
Q4 | $735K | Sell |
1,170
-190
| -14% | -$119K | 0.35% | 56 |
|
|
2024
Q3 | $845K | Buy |
1,360
+141
| +12% | +$87.6K | 0.36% | 58 |
|
|
2024
Q2 | $801K | Sell |
1,219
-250
| -17% | -$164K | 0.36% | 54 |
|
|
2024
Q1 | $955K | Hold |
1,469
| – | – | 0.37% | 57 |
|
|
2023
Q4 | $918K | Sell |
1,469
-158
| -10% | -$98.7K | 0.39% | 49 |
|
|
2023
Q3 | $831K | Sell |
1,627
-344
| -17% | -$176K | 0.4% | 49 |
|
|
2023
Q2 | $903K | Hold |
1,971
| – | – | 0.34% | 60 |
|
|
2023
Q1 | $879K | Buy |
1,971
+139
| +8% | +$62K | 0.36% | 64 |
|
|
2022
Q4 | $713K | Sell |
1,832
-243
| -12% | -$94.6K | 0.31% | 70 |
|
|
2022
Q3 | $804K | Buy |
2,075
+116
| +6% | +$44.9K | 0.38% | 52 |
|
|
2022
Q2 | $755K | Sell |
1,959
-306
| -14% | -$118K | 0.34% | 65 |
|
|
2022
Q1 | $1.09M | Buy |
2,265
+1,199
| +112% | +$576K | 0.35% | 61 |
|
|
2021
Q4 | $686K | Sell |
1,066
-1,457
| -58% | -$938K | 0.18% | 138 |
|
|
2021
Q3 | $1.36M | Sell |
2,523
-369
| -13% | -$199K | 0.4% | 50 |
|
|
2021
Q2 | $1.42M | Buy |
2,892
+363
| +14% | +$178K | 0.36% | 70 |
|
|
2021
Q1 | $969K | Sell |
2,529
-12,261
| -83% | -$4.7M | 0.27% | 93 |
|
|
2020
Q4 | $5.62M | Hold |
14,790
| – | – | 0.28% | 91 |
|
|
2020
Q3 | $4.83M | Hold |
14,790
| – | – | 0.27% | 95 |
|
|
2020
Q2 | $4.38M | Sell |
14,790
-1,103
| -7% | -$327K | 0.27% | 91 |
|
|
2020
Q1 | $3.66M | Hold |
15,893
| – | – | 0.27% | 90 |
|
|
2019
Q4 | $4.16M | Hold |
15,893
| – | – | 0.25% | 101 |
|
|
2019
Q3 | $4.23M | Buy |
15,893
+544
| +4% | +$145K | 0.28% | 99 |
|
|
2019
Q2 | $4.01M | Hold |
15,349
| – | – | 0.27% | 92 |
|
|
2019
Q1 | $4.01M | Sell |
15,349
-1,361
| -8% | -$356K | 0.28% | 90 |
|
|
2018
Q4 | $3.29M | Buy |
16,710
+5,944
| +55% | +$1.17M | 0.24% | 105 |
|
|
2018
Q3 | $2.45M | Sell |
10,766
-5,063
| -32% | -$1.15M | 0.15% | 166 |
|
|
2018
Q2 | $3.23M | Sell |
15,829
-1,757
| -10% | -$359K | 0.21% | 126 |
|
|
2018
Q1 | $3.05M | Sell |
17,586
-1,687
| -9% | -$292K | 0.19% | 141 |
|
|
2017
Q4 | $3.04M | Buy |
19,273
+1,473
| +8% | +$232K | 0.17% | 155 |
|
|
2017
Q3 | $2.53M | Hold |
17,800
| – | – | 0.09% | 183 |
|
|
2017
Q2 | $2.36M | Hold |
17,800
| – | – | 0.09% | 185 |
|
|
2017
Q1 | $2.07M | Sell |
17,800
-838
| -4% | -$97.2K | 0.08% | 195 |
|
|
2016
Q4 | $2.14M | Sell |
18,638
-1,016
| -5% | -$116K | 0.09% | 194 |
|
|
2016
Q3 | $2.16M | Hold |
19,654
| – | – | 0.09% | 187 |
|
|
2016
Q2 | $2.19M | Hold |
19,654
| – | – | 0.1% | 168 |
|
|
2016
Q1 | $2.04M | Sell |
19,654
-648
| -3% | -$67.4K | 0.09% | 171 |
|
|
2015
Q4 | $1.96M | Buy |
20,302
+14,277
| +237% | +$1.38M | 0.09% | 180 |
|
|
2015
Q3 | $535K | Hold |
6,025
| – | – | 0.03% | 379 |
|
|
2015
Q2 | $607K | Sell |
6,025
-7,495
| -55% | -$755K | 0.03% | 382 |
|
|
2015
Q1 | $1.31M | Hold |
13,520
| – | – | 0.06% | 231 |
|
|
2014
Q4 | $1.25M | Hold |
13,520
| – | – | 0.06% | 220 |
|
|
2014
Q3 | $1.19M | Sell |
13,520
-1,667
| -11% | -$146K | 0.06% | 222 |
|
|
2014
Q2 | $1.22M | Sell |
15,187
-1,113
| -7% | -$89.6K | 0.06% | 220 |
|
|
2014
Q1 | $1.27M | Hold |
16,300
| – | – | 0.07% | 214 |
|
|
2013
Q4 | $1.24M | Buy |
16,300
+4,700
| +41% | +$359K | 0.07% | 213 |
|
|
2013
Q3 | $769K | Sell |
11,600
-200
| -2% | -$13.3K | 0.05% | 295 |
|
|
2013
Q2 | $720K | Buy |
+11,800
| New | +$720K | 0.04% | 218 |
|