SSI Investment 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 | – | Sell |
-335
| Closed | -$206K | – | 265 |
|
|
2025
Q1 | $206K | Sell |
335
-17
| -5% | -$10.4K | 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% | -$1.95K | 0.02% | 241 |
|
|
2023
Q4 | $222K | Buy |
+355
| New | +$222K | 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% | -$2.39K | 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 | +$202K | 0.01% | 299 |
|