Summit Trail Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
+8,342
| New | +$6.57M | 0.11% | 96 |
|
|
2024
Q4 | – | Sell |
-4,175
| Closed | -$2.59M | – | 561 |
|
|
2024
Q3 | $2.59M | Buy |
4,175
+162
| +4% | +$101K | 0.06% | 134 |
|
|
2024
Q2 | $2.64M | Buy |
4,013
+1,519
| +61% | +$998K | 0.07% | 119 |
|
|
2024
Q1 | $1.62M | Buy |
2,494
+459
| +23% | +$298K | 0.04% | 157 |
|
|
2023
Q4 | $1.27M | Sell |
2,035
-72
| -3% | -$45K | 0.04% | 140 |
|
|
2023
Q3 | $1.08M | Sell |
2,107
-207
| -9% | -$106K | 0.04% | 149 |
|
|
2023
Q2 | $1.06M | Buy |
2,314
+1,265
| +121% | +$580K | 0.04% | 163 |
|
|
2023
Q1 | $468K | Buy |
1,049
+296
| +39% | +$132K | 0.02% | 228 |
|
|
2022
Q4 | $293K | Buy |
753
+57
| +8% | +$22.2K | 0.01% | 287 |
|
|
2022
Q3 | $270K | Sell |
696
-54
| -7% | -$20.9K | 0.01% | 279 |
|
|
2022
Q2 | $289K | Sell |
750
-276
| -27% | -$106K | 0.02% | 282 |
|
|
2022
Q1 | $493K | Buy |
1,026
+468
| +84% | +$225K | 0.04% | 176 |
|
|
2021
Q4 | $359K | Buy |
558
+41
| +8% | +$26.4K | 0.02% | 203 |
|
|
2021
Q3 | $279K | Buy |
+517
| New | +$279K | 0.02% | 208 |
|
|
2020
Q4 | – | Sell |
-1,959
| Closed | -$685K | – | 225 |
|
|
2020
Q3 | $685K | Buy |
+1,959
| New | +$685K | 0.13% | 84 |
|
|
2018
Q2 | – | Sell |
-2,920
| Closed | -$283K | – | 558 |
|
|
2018
Q1 | $283K | Buy |
2,920
+897
| +44% | +$86.9K | 0.05% | 291 |
|
|
2017
Q4 | $332K | Buy |
+2,023
| New | +$332K | 0.04% | 297 |
|