Summit Global Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
2,448
+1,454
| +146% | +$1.15M | 0.11% | 119 |
|
|
2025
Q1 | $610K | Sell |
994
-1,779
| -64% | -$1.09M | 0.04% | 262 |
|
|
2024
Q4 | $1.74M | Sell |
2,773
-677
| -20% | -$426K | 0.11% | 143 |
|
|
2024
Q3 | $2.14M | Buy |
3,450
+561
| +19% | +$348K | 0.14% | 128 |
|
|
2024
Q2 | $1.9M | Sell |
2,889
-55
| -2% | -$36.2K | 0.13% | 133 |
|
|
2024
Q1 | $1.91M | Sell |
2,944
-2,618
| -47% | -$1.7M | 0.14% | 120 |
|
|
2023
Q4 | $3.48M | Sell |
5,562
-630
| -10% | -$394K | 0.23% | 89 |
|
|
2023
Q3 | $3.16M | Sell |
6,192
-16,424
| -73% | -$8.39M | 0.21% | 100 |
|
|
2023
Q2 | $10.4M | Buy |
22,616
+2,515
| +13% | +$1.15M | 0.69% | 33 |
|
|
2023
Q1 | $8.96M | Buy |
20,101
+2,182
| +12% | +$973K | 0.69% | 31 |
|
|
2022
Q4 | $6.98M | Sell |
17,919
-23
| -0.1% | -$8.95K | 0.59% | 40 |
|
|
2022
Q3 | $6.95M | Sell |
17,942
-11,759
| -40% | -$4.55M | 0.64% | 39 |
|
|
2022
Q2 | $11.4M | Sell |
29,701
-4,912
| -14% | -$1.89M | 1.01% | 25 |
|
|
2022
Q1 | $16.6M | Sell |
34,613
-4,235
| -11% | -$2.04M | 1.23% | 17 |
|
|
2021
Q4 | $25M | Sell |
38,848
-19,274
| -33% | -$12.4M | 1.6% | 11 |
|
|
2021
Q3 | $31.4M | Sell |
58,122
-4,976
| -8% | -$2.68M | 2.35% | 4 |
|
|
2021
Q2 | $30.9M | Sell |
63,098
-6,301
| -9% | -$3.09M | 1.85% | 6 |
|
|
2021
Q1 | $26.6M | Sell |
69,399
-21,607
| -24% | -$8.28M | 1.7% | 6 |
|
|
2020
Q4 | $34.6M | Sell |
91,006
-4,109
| -4% | -$1.56M | 3.45% | 3 |
|
|
2020
Q3 | $31M | Sell |
95,115
-1,790
| -2% | -$584K | 3.21% | 4 |
|
|
2020
Q2 | $28.7M | Buy |
96,905
+26,470
| +38% | +$7.84M | 3.31% | 2 |
|
|
2020
Q1 | $16.2M | Buy |
70,435
+27,439
| +64% | +$6.31M | 2.36% | 10 |
|
|
2019
Q4 | $11.3M | Buy |
42,996
+1,091
| +3% | +$286K | 1.22% | 28 |
|
|
2019
Q3 | $11.1M | Buy |
41,905
+2,089
| +5% | +$556K | 1.3% | 21 |
|
|
2019
Q2 | $10.4M | Buy |
39,816
+2,310
| +6% | +$604K | 1.31% | 19 |
|
|
2019
Q1 | $9.8M | Buy |
37,506
+2,968
| +9% | +$776K | 1.25% | 24 |
|
|
2018
Q4 | $6.8M | Sell |
34,538
-67,627
| -66% | -$13.3M | 1.05% | 29 |
|
|
2018
Q3 | $23.2M | Buy |
102,165
+4,303
| +4% | +$978K | 3.12% | 2 |
|
|
2018
Q2 | $20M | Sell |
97,862
-16,742
| -15% | -$3.42M | 3.02% | 3 |
|
|
2018
Q1 | $19.9M | Buy |
114,604
+46,901
| +69% | +$8.13M | 3.16% | 2 |
|
|
2017
Q4 | $10.7M | Buy |
67,703
+34,256
| +102% | +$5.4M | 1.65% | 18 |
|
|
2017
Q3 | $4.75M | Buy |
33,447
+18,483
| +124% | +$2.63M | 0.74% | 44 |
|
|
2017
Q2 | $1.99M | Buy |
+14,964
| New | +$1.99M | 0.59% | 47 |
|