Stonehage Fleming Financial Services’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$937K	Sell	2,166 -54	-2%	-$25.8K	0.03%	81
2025 Q4	$1.47M	Hold	2,220	–	–	0.05%	49
2025 Q3	$1.52M	Hold	2,220	–	–	0.04%	51
2025 Q2	$1.75M	Hold	2,220	–	–	0.05%	46
2025 Q1	$1.36M	Buy	2,220 +454	+26%	+$273K	0.05%	45
2024 Q4	$1.11M	Sell	1,766 -1	-0.1%	-$639	0.03%	55
2024 Q3	$1.1M	Sell	1,767 -6	-0.3%	-$3.83K	0.03%	52
2024 Q2	$1.17M	Sell	1,773 -372	-17%	-$231K	0.03%	48
2024 Q1	$944K	Buy	2,145 +368	+21%	+$235K	0.06%	42
2023 Q4	$1.11M	Sell	1,777 -128	-7%	-$70.6K	0.03%	54
2023 Q3	$976K	Sell	1,905 -162	-8%	-$82K	0.09%	67
2023 Q2	$942K	Sell	2,067 -78	-4%	-$34.2K	0.03%	65
2023 Q1	$944K	Buy	2,145 +121	+6%	+$49.7K	0.06%	42
2022 Q4	$791K	Buy	2,024 +81	+4%	+$32.1K	0.06%	50
2022 Q3	$771K	Hold	1,943	–	–	0.06%	52
2022 Q2	$757K	Sell	1,943 -35	-2%	-$14.5K	0.03%	88
2022 Q1	$933K	Hold	1,978	–	–	0.03%	80
2021 Q4	$1.27M	Hold	1,978	–	–	0.03%	70
2021 Q3	$1.08M	Hold	1,978	–	–	0.03%	75
2021 Q2	$972K	Sell	1,978 -139	-7%	-$60.3K	0.03%	78
2021 Q1	$791K	Hold	2,117	–	–	0.03%	90
2020 Q4	$795K	Hold	2,117	–	–	0.03%	88
2020 Q3	$685K	Hold	2,117	–	–	0.03%	85
2020 Q2	$609K	Hold	2,117	–	–	0.04%	72
2020 Q1	$504K	Buy	+2,117	New	+$573K	0.03%	89