Silvercrest Asset Management’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.83M Sell
8,666
-21
-0.2% -$16.5K 0.05% 381
2025
Q1
$5.33M Buy
8,687
+608
+8% +$373K 0.04% 399
2024
Q4
$5.08M Buy
8,079
+352
+5% +$221K 0.03% 420
2024
Q3
$4.8M Sell
7,727
-203
-3% -$126K 0.03% 389
2024
Q2
$5.21M Sell
7,930
-2,839
-26% -$1.87M 0.04% 396
2024
Q1
$7M Buy
10,769
+1,468
+16% +$954K 0.05% 332
2023
Q4
$5.81M Buy
9,301
+2,451
+36% +$1.53M 0.04% 349
2023
Q3
$3.5M Sell
6,850
-2,402
-26% -$1.23M 0.03% 414
2023
Q2
$4.24M Buy
9,252
+1,939
+27% +$888K 0.03% 392
2023
Q1
$3.26M Buy
7,313
+504
+7% +$225K 0.02% 408
2022
Q4
$2.65M Buy
6,809
+1,651
+32% +$643K 0.02% 430
2022
Q3
$2M Buy
5,158
+441
+9% +$171K 0.02% 447
2022
Q2
$1.82M Hold
4,717
0.01% 482
2022
Q1
$2.27M Hold
4,717
0.01% 483
2021
Q4
$3.03M Sell
4,717
-4
-0.1% -$2.57K 0.02% 441
2021
Q3
$2.55M Sell
4,721
-1,002
-18% -$541K 0.02% 469
2021
Q2
$2.81M Sell
5,723
-639
-10% -$313K 0.02% 456
2021
Q1
$2.44M Buy
6,362
+339
+6% +$130K 0.02% 462
2020
Q4
$2.29M Hold
6,023
0.02% 453
2020
Q3
$1.97M Buy
6,023
+347
+6% +$113K 0.02% 454
2020
Q2
$1.68M Hold
5,676
0.01% 472
2020
Q1
$1.31M Buy
5,676
+629
+12% +$145K 0.01% 471
2019
Q4
$1.32M Hold
5,047
0.01% 509
2019
Q3
$1.34M Hold
5,047
0.01% 509
2019
Q2
$1.32M Buy
5,047
+66
+1% +$17.2K 0.01% 359
2019
Q1
$1.3M Sell
4,981
-601
-11% -$157K 0.01% 358
2018
Q4
$1.1M Hold
5,582
0.01% 340
2018
Q3
$1.27M Buy
5,582
+72
+1% +$16.4K 0.01% 340
2018
Q2
$1.13M Hold
5,510
0.01% 351
2018
Q1
$955K Buy
5,510
+300
+6% +$52K 0.01% 363
2017
Q4
$822K Buy
5,210
+3,155
+154% +$498K 0.01% 378
2017
Q3
$292K Buy
+2,055
New +$292K ﹤0.01% 477