Simon Quick Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
3,929
+1,593
| +68% | +$1.25M | 0.12% | 110 |
|
|
2025
Q1 | $1.43M | Buy |
2,336
+471
| +25% | +$289K | 0.08% | 110 |
|
|
2024
Q4 | $1.17M | Buy |
1,865
+202
| +12% | +$127K | 0.07% | 129 |
|
|
2024
Q3 | $1.03M | Buy |
1,663
+156
| +10% | +$96.9K | 0.07% | 148 |
|
|
2024
Q2 | $990K | Buy |
1,507
+8
| +0.5% | +$5.26K | 0.07% | 131 |
|
|
2024
Q1 | $974K | Buy |
1,499
+113
| +8% | +$73.5K | 0.07% | 129 |
|
|
2023
Q4 | $866K | Buy |
1,386
+51
| +4% | +$31.9K | 0.08% | 122 |
|
|
2023
Q3 | $682K | Buy |
1,335
+633
| +90% | +$323K | 0.06% | 140 |
|
|
2023
Q2 | $322K | Buy |
702
+23
| +3% | +$10.5K | 0.03% | 197 |
|
|
2023
Q1 | $303K | Buy |
+679
| New | +$303K | 0.03% | 208 |
|
|
2020
Q4 | – | Sell |
-215
| Closed | -$70K | – | 490 |
|
|
2020
Q3 | $70K | Sell |
215
-11
| -5% | -$3.58K | 0.02% | 161 |
|
|
2020
Q2 | $67K | Sell |
226
-5
| -2% | -$1.48K | 0.03% | 164 |
|
|
2020
Q1 | $53K | Buy |
231
+16
| +7% | +$3.67K | 0.02% | 180 |
|
|
2019
Q4 | $56K | Hold |
215
| – | – | 0.02% | 205 |
|
|
2019
Q3 | $57K | Buy |
215
+210
| +4,200% | +$55.7K | 0.03% | 164 |
|
|
2019
Q2 | $1.31K | Sell |
5
-270
| -98% | -$70.6K | ﹤0.01% | 399 |
|
|
2019
Q1 | $72K | Hold |
275
| – | – | 0.03% | 153 |
|
|
2018
Q4 | $54K | Buy |
275
+75
| +38% | +$14.7K | 0.02% | 175 |
|
|
2018
Q3 | $45K | Sell |
200
-175
| -47% | -$39.4K | 0.02% | 185 |
|
|
2018
Q2 | $76K | Sell |
375
-375
| -50% | -$76K | 0.03% | 143 |
|
|
2018
Q1 | $130K | Buy |
750
+375
| +100% | +$65K | 0.05% | 116 |
|
|
2017
Q4 | $63K | Sell |
375
-266
| -41% | -$44.7K | 0.03% | 200 |
|
|
2017
Q3 | $91K | Buy |
+641
| New | +$91K | 0.03% | 204 |
|