Stonehage Fleming Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Hold |
2,220
| – | – | 0.05% | 46 |
|
|
2025
Q1 | $1.36M | Buy |
2,220
+454
| +26% | +$279K | 0.05% | 45 |
|
|
2024
Q4 | $1.11M | Sell |
1,766
-1
| -0.1% | -$629 | 0.03% | 55 |
|
|
2024
Q3 | $1.1M | Sell |
1,767
-6
| -0.3% | -$3.73K | 0.03% | 52 |
|
|
2024
Q2 | $1.17M | Sell |
1,773
-372
| -17% | -$244K | 0.03% | 48 |
|
|
2024
Q1 | $944K | Buy |
2,145
+368
| +21% | +$162K | 0.06% | 42 |
|
|
2023
Q4 | $1.11M | Sell |
1,777
-128
| -7% | -$80K | 0.03% | 54 |
|
|
2023
Q3 | $976K | Sell |
1,905
-162
| -8% | -$83K | 0.09% | 67 |
|
|
2023
Q2 | $942K | Sell |
2,067
-78
| -4% | -$35.6K | 0.03% | 65 |
|
|
2023
Q1 | $944K | Buy |
2,145
+121
| +6% | +$53.3K | 0.06% | 42 |
|
|
2022
Q4 | $791K | Buy |
2,024
+81
| +4% | +$31.7K | 0.06% | 50 |
|
|
2022
Q3 | $771K | Hold |
1,943
| – | – | 0.06% | 52 |
|
|
2022
Q2 | $757K | Sell |
1,943
-35
| -2% | -$13.6K | 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% | -$68.3K | 0.03% | 78 |
|
|
2021
Q1 | $791K | Hold |
2,117
| – | – | 0.03% | 89 |
|
|
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 | +$504K | 0.03% | 89 |
|