Stevens 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 | $2.06M | Buy |
+2,617
| New | +$2.06M | 0.56% | 41 |
|
|
2025
Q1 | – | Sell |
-814
| Closed | -$512K | – | 326 |
|
|
2024
Q4 | $512K | Sell |
814
-843
| -51% | -$530K | 0.21% | 142 |
|
|
2024
Q3 | $1.03M | Buy |
+1,657
| New | +$1.03M | 0.15% | 76 |
|
|
2023
Q3 | – | Sell |
-774
| Closed | -$355K | – | 282 |
|
|
2023
Q2 | $355K | Buy |
+774
| New | +$355K | 0.07% | 209 |
|
|
2023
Q1 | – | Sell |
-735
| Closed | -$286K | – | 213 |
|
|
2022
Q4 | $286K | Sell |
735
-1,474
| -67% | -$574K | 0.18% | 92 |
|
|
2022
Q3 | $856K | Buy |
2,209
+1,262
| +133% | +$489K | 0.55% | 32 |
|
|
2022
Q2 | $365K | Buy |
947
+464
| +96% | +$179K | 0.25% | 69 |
|
|
2022
Q1 | $232K | Sell |
483
-1,562
| -76% | -$750K | 0.05% | 222 |
|
|
2021
Q4 | $1.32M | Buy |
2,045
+1,645
| +411% | +$1.06M | 0.3% | 86 |
|
|
2021
Q3 | $216K | Buy |
+400
| New | +$216K | 0.09% | 158 |
|
|
2021
Q1 | – | Sell |
-2,270
| Closed | -$862K | – | 179 |
|
|
2020
Q4 | $862K | Sell |
2,270
-3,605
| -61% | -$1.37M | 0.42% | 45 |
|
|
2020
Q3 | $1.92M | Buy |
5,875
+2,019
| +52% | +$658K | 0.71% | 39 |
|
|
2020
Q2 | $1.14M | Buy |
+3,856
| New | +$1.14M | 0.42% | 45 |
|
|
2020
Q1 | – | Sell |
-4,962
| Closed | -$1.3M | – | 211 |
|
|
2019
Q4 | $1.3M | Sell |
4,962
-8,719
| -64% | -$2.28M | 0.12% | 182 |
|
|
2019
Q3 | $3.64M | Sell |
13,681
-16,193
| -54% | -$4.31M | 0.33% | 87 |
|
|
2019
Q2 | $7.81M | Buy |
+29,874
| New | +$7.81M | 0.35% | 79 |
|
|
2019
Q1 | – | Sell |
-21,897
| Closed | -$4.31M | – | 779 |
|
|
2018
Q4 | $4.31M | Buy |
+21,897
| New | +$4.31M | 0.22% | 145 |
|
|
2017
Q3 | – | Sell |
-51,042
| Closed | -$6.78M | – | 951 |
|
|
2017
Q2 | $6.78M | Sell |
51,042
-133,362
| -72% | -$17.7M | 0.25% | 123 |
|
|
2017
Q1 | $21.4M | Buy |
+184,404
| New | +$21.4M | 0.81% | 15 |
|
|
2015
Q3 | – | Sell |
-223,277
| Closed | -$22.5M | – | 1094 |
|
|
2015
Q2 | $22.5M | Buy |
+223,277
| New | +$22.5M | 0.81% | 19 |
|
|
2013
Q3 | – | Sell |
-46,851
| Closed | -$2.86M | – | 1111 |
|
|
2013
Q2 | $2.86M | Buy |
+46,851
| New | +$2.86M | 0.1% | 248 |
|