Shelton Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
41,456
-400
| -1% | -$315K | 0.75% | 18 |
|
|
2025
Q1 | $25.7M | Sell |
41,856
-1,693
| -4% | -$1.04M | 0.61% | 34 |
|
|
2024
Q4 | $27.4M | Buy |
43,549
+1,218
| +3% | +$766K | 0.68% | 22 |
|
|
2024
Q3 | $26.3M | Sell |
42,331
-3,719
| -8% | -$2.31M | 0.67% | 24 |
|
|
2024
Q2 | $30.3M | Sell |
46,050
-4,434
| -9% | -$2.91M | 0.82% | 19 |
|
|
2024
Q1 | $32.8M | Buy |
50,484
+3,507
| +7% | +$2.28M | 0.93% | 15 |
|
|
2023
Q4 | $29.4M | Buy |
46,977
+6,385
| +16% | +$3.99M | 0.93% | 19 |
|
|
2023
Q3 | $20.7M | Buy |
40,592
+2,350
| +6% | +$1.2M | 0.76% | 22 |
|
|
2023
Q2 | $17.5M | Buy |
38,242
+8,426
| +28% | +$3.86M | 0.63% | 24 |
|
|
2023
Q1 | $13.3M | Buy |
29,816
+25,416
| +578% | +$11.3M | 0.55% | 35 |
|
|
2022
Q4 | $1.71M | Sell |
4,400
-26,384
| -86% | -$10.3M | 0.18% | 174 |
|
|
2022
Q3 | $11.9M | Buy |
30,784
+4,400
| +17% | +$1.7M | 0.57% | 34 |
|
|
2022
Q2 | $10.2M | Hold |
26,384
| – | – | 0.46% | 51 |
|
|
2022
Q1 | $12.7M | Buy |
26,384
+310
| +1% | +$149K | 0.47% | 45 |
|
|
2021
Q4 | $16.8M | Sell |
26,074
-272
| -1% | -$175K | 0.59% | 29 |
|
|
2021
Q3 | $14.2M | Sell |
26,346
-688
| -3% | -$371K | 0.56% | 34 |
|
|
2021
Q2 | $13.3M | Buy |
27,034
+9
| +0% | +$4.41K | 0.5% | 40 |
|
|
2021
Q1 | $10.4M | Buy |
27,025
+605
| +2% | +$232K | 0.36% | 61 |
|
|
2020
Q4 | $10M | Buy |
26,420
+5,638
| +27% | +$2.14M | 0.45% | 42 |
|
|
2020
Q3 | $6.78M | Hold |
20,782
| – | – | 0.28% | 72 |
|
|
2020
Q2 | $6.16M | Sell |
20,782
-46
| -0.2% | -$13.6K | 0.34% | 60 |
|
|
2020
Q1 | $4.79M | Sell |
20,828
-375
| -2% | -$86.2K | 0.35% | 53 |
|
|
2019
Q4 | $5.55M | Sell |
21,203
-822
| -4% | -$215K | 0.31% | 64 |
|
|
2019
Q3 | $5.86M | Sell |
22,025
-3,353
| -13% | -$892K | 0.35% | 61 |
|
|
2019
Q2 | $6.63M | Buy |
25,378
+19,175
| +309% | +$5.01M | 0.38% | 59 |
|
|
2019
Q1 | $23.7K | Sell |
6,203
-17,525
| -74% | -$67K | 0.09% | 213 |
|
|
2018
Q4 | $4.67M | Hold |
23,728
| – | – | 0.32% | 70 |
|
|
2018
Q3 | $5.4M | Hold |
23,728
| – | – | 0.31% | 71 |
|
|
2018
Q2 | $4.85M | Hold |
23,728
| – | – | 0.3% | 73 |
|
|
2018
Q1 | $4.11M | Buy |
23,728
+2,393
| +11% | +$415K | 0.27% | 83 |
|
|
2017
Q4 | $3.37M | Hold |
21,335
| – | – | 0.22% | 100 |
|
|
2017
Q3 | $3.03M | Hold |
21,335
| – | – | 0.2% | 112 |
|
|
2017
Q2 | $2.83M | Buy |
21,335
+1,675
| +9% | +$222K | 0.2% | 111 |
|
|
2017
Q1 | $2.28M | Buy |
19,660
+1,753
| +10% | +$203K | 0.16% | 121 |
|
|
2016
Q4 | $2.05M | Hold |
17,907
| – | – | 0.16% | 128 |
|
|
2016
Q3 | $1.97M | Hold |
17,907
| – | – | 0.16% | 120 |
|
|
2016
Q2 | $2M | Sell |
17,907
-1,243
| -6% | -$139K | 0.18% | 107 |
|
|
2016
Q1 | $1.99M | Buy |
19,150
+108
| +0.6% | +$11.2K | 0.18% | 110 |
|
|
2015
Q4 | $1.84M | Buy |
19,042
+1,191
| +7% | +$115K | 0.18% | 114 |
|
|
2015
Q3 | $1.58M | Buy |
17,851
+2,739
| +18% | +$243K | 0.17% | 121 |
|
|
2015
Q2 | $1.52M | Sell |
15,112
-1,618
| -10% | -$163K | 0.16% | 127 |
|
|
2015
Q1 | $1.62M | Buy |
16,730
+2,668
| +19% | +$259K | 0.18% | 120 |
|
|
2014
Q4 | $1.3M | Buy |
14,062
+2,642
| +23% | +$243K | 0.15% | 131 |
|
|
2014
Q3 | $1M | Buy |
11,420
+1,584
| +16% | +$139K | 0.13% | 154 |
|
|
2014
Q2 | $792K | Buy |
9,836
+774
| +9% | +$62.3K | 0.11% | 192 |
|
|
2014
Q1 | $704K | Buy |
9,062
+536
| +6% | +$41.6K | 0.1% | 206 |
|
|
2013
Q4 | $651K | Buy |
8,526
+1,195
| +16% | +$91.2K | 0.1% | 219 |
|
|
2013
Q3 | $486K | Buy |
7,331
+252
| +4% | +$16.7K | 0.08% | 303 |
|
|
2013
Q2 | $432K | Buy |
+7,079
| New | +$432K | 0.08% | 315 |
|