SSI Investment Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-335	Closed	-$206K	–	265
2025 Q1	$206K	Sell	335 -17	-5%	-$10.2K	0.02%	254
2024 Q4	$221K	Hold	352	–	–	0.02%	258
2024 Q3	$219K	Hold	352	–	–	0.02%	257
2024 Q2	$231K	Hold	352	–	–	0.02%	241
2024 Q1	$229K	Sell	352 -3	-0.8%	-$1.92K	0.02%	241
2023 Q4	$222K	Buy	+355	New	+$196K	0.02%	246
2023 Q1	–	Sell	-518	Closed	-$202K	–	270
2022 Q4	$202K	Hold	518	–	–	0.01%	300
2022 Q3	$202K	Hold	518	–	–	0.01%	279
2022 Q2	$201K	Hold	518	–	–	0.01%	290
2022 Q1	$248K	Sell	518 -5	-1%	-$2.56K	0.01%	289
2021 Q4	$336K	Hold	523	–	–	0.02%	259
2021 Q3	$283K	Hold	523	–	–	0.02%	267
2021 Q2	$256K	Hold	523	–	–	0.02%	279
2021 Q1	$202K	Buy	+523	New	+$201K	0.01%	299