SSWM
Sheets Smith Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
15,959
+19
| +0.1% | +$15K | 1.47% | 12 |
|
|
2025
Q1 | $9.79M | Sell |
15,940
-7
| -0% | -$4.3K | 1.22% | 17 |
|
|
2024
Q4 | $10M | Sell |
15,947
-25
| -0.2% | -$15.7K | 1.22% | 16 |
|
|
2024
Q3 | $9.92M | Sell |
15,972
-25
| -0.2% | -$15.5K | 1.21% | 18 |
|
|
2024
Q2 | $10.5M | Sell |
15,997
-5,222
| -25% | -$3.43M | 1.26% | 17 |
|
|
2024
Q1 | $13.8M | Buy |
21,219
+5,222
| +33% | +$3.39M | 1.54% | 14 |
|
|
2023
Q4 | $10M | Hold |
15,997
| – | – | 1.42% | 15 |
|
|
2023
Q3 | $8.17M | Hold |
15,997
| – | – | 1.24% | 17 |
|
|
2023
Q2 | $7.33M | Hold |
15,997
| – | – | 1.07% | 23 |
|
|
2023
Q1 | $7.13M | Sell |
15,997
-5,000
| -24% | -$2.23M | 1.09% | 21 |
|
|
2022
Q4 | $8.17M | Buy |
20,997
+150
| +0.7% | +$58.4K | 1.28% | 18 |
|
|
2022
Q3 | $8.07M | Buy |
20,847
+17
| +0.1% | +$6.58K | 1.35% | 16 |
|
|
2022
Q2 | $8.03M | Hold |
20,830
| – | – | 1.32% | 17 |
|
|
2022
Q1 | $10M | Sell |
20,830
-100
| -0.5% | -$48.1K | 1.38% | 17 |
|
|
2021
Q4 | $13.5M | Sell |
20,930
-45
| -0.2% | -$28.9K | 1.67% | 12 |
|
|
2021
Q3 | $11.3M | Sell |
20,975
-210
| -1% | -$113K | 1.54% | 15 |
|
|
2021
Q2 | $10.4M | Sell |
21,185
-10
| -0% | -$4.9K | 1.4% | 15 |
|
|
2021
Q1 | $8.12M | Sell |
21,195
-50
| -0.2% | -$19.2K | 1.19% | 18 |
|
|
2020
Q4 | $8.07M | Hold |
21,245
| – | – | 1.22% | 17 |
|
|
2020
Q3 | $6.93M | Sell |
21,245
-150
| -0.7% | -$48.9K | 1.21% | 18 |
|
|
2020
Q2 | $6.34M | Sell |
21,395
-5
| -0% | -$1.48K | 1.27% | 22 |
|
|
2020
Q1 | $4.92M | Sell |
21,400
-55
| -0.3% | -$12.7K | 1.03% | 27 |
|
|
2019
Q4 | $5.62M | Sell |
21,455
-2,661
| -11% | -$697K | 1.07% | 19 |
|
|
2019
Q3 | $6.41M | Buy |
24,116
+2,471
| +11% | +$657K | 1.32% | 14 |
|
|
2019
Q2 | $5.66M | Sell |
21,645
-82
| -0.4% | -$21.4K | 1.16% | 18 |
|
|
2019
Q1 | $5.68M | Sell |
21,727
-200
| -0.9% | -$52.3K | 1.23% | 17 |
|
|
2018
Q4 | $4.32M | Buy |
21,927
+500
| +2% | +$98.4K | 1.16% | 20 |
|
|
2018
Q3 | $4.87M | Hold |
21,427
| – | – | 1.01% | 21 |
|
|
2018
Q2 | $4.38M | Buy |
21,427
+5
| +0% | +$1.02K | 1.02% | 22 |
|
|
2018
Q1 | $3.71M | Hold |
21,422
| – | – | 0.89% | 28 |
|
|
2017
Q4 | $3.38M | Sell |
21,422
-5,100
| -19% | -$805K | 0.8% | 29 |
|
|
2017
Q3 | $3.77M | Hold |
26,522
| – | – | 0.95% | 24 |
|
|
2017
Q2 | $3.52M | Hold |
26,522
| – | – | 0.93% | 23 |
|
|
2017
Q1 | $3.08M | Hold |
26,522
| – | – | 0.82% | 26 |
|
|
2016
Q4 | $3.04M | Hold |
26,522
| – | – | 0.85% | 29 |
|
|
2016
Q3 | $2.92M | Hold |
26,522
| – | – | 0.82% | 28 |
|
|
2016
Q2 | $2.96M | Hold |
26,522
| – | – | 0.86% | 28 |
|
|
2016
Q1 | $2.76M | Hold |
26,522
| – | – | 0.85% | 28 |
|
|
2015
Q4 | $2.56M | Hold |
26,522
| – | – | 0.77% | 34 |
|
|
2015
Q3 | $2.35M | Hold |
26,522
| – | – | 0.8% | 38 |
|
|
2015
Q2 | $2.67M | Sell |
26,522
-100
| -0.4% | -$10.1K | 0.73% | 34 |
|
|
2015
Q1 | $2.58M | Hold |
26,622
| – | – | 0.71% | 36 |
|
|
2014
Q4 | $2.45M | Sell |
26,622
-200
| -0.7% | -$18.4K | 0.64% | 45 |
|
|
2014
Q3 | $2.35M | Hold |
26,822
| – | – | 0.64% | 48 |
|
|
2014
Q2 | $2.16M | Hold |
26,822
| – | – | 0.58% | 48 |
|
|
2014
Q1 | $2.09M | Hold |
26,822
| – | – | 0.58% | 50 |
|
|
2013
Q4 | $2.05M | Hold |
26,822
| – | – | 0.56% | 51 |
|
|
2013
Q3 | $1.78M | Hold |
26,822
| – | – | 0.58% | 51 |
|
|
2013
Q2 | $1.64M | Buy |
+26,822
| New | +$1.64M | 0.56% | 54 |
|