Sustainable Insight Capital Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-474	Closed	-$294K	–	81
2024 Q3	$294K	Buy	+474	New	+$303K	0.13%	64
2024 Q2	–	Sell	-634	Closed	-$412K	–	82
2024 Q1	$412K	Buy	634 +100	+19%	+$63.8K	0.3%	44
2023 Q4	$334K	Buy	534 +129	+32%	+$71.2K	0.27%	43
2023 Q3	$207K	Buy	+405	New	+$205K	0.2%	50
2023 Q2	–	Sell	-690	Closed	-$308K	–	75
2023 Q1	$308K	Sell	690 -415	-38%	-$170K	0.31%	61
2022 Q4	$430K	Sell	1,105 -81	-7%	-$32.1K	0.48%	51
2022 Q3	$459K	Sell	1,186 -370	-24%	-$160K	0.54%	47
2022 Q2	$660K	Sell	1,556 -69	-4%	-$28.6K	0.66%	40
2022 Q1	$781K	Buy	1,625 +798	+96%	+$409K	0.56%	33
2021 Q4	$532K	Buy	827 +272	+49%	+$168K	0.29%	45
2021 Q3	$299K	Sell	555 -26	-4%	-$14K	0.19%	76
2021 Q2	$285K	Buy	581 +17	+3%	+$7.37K	0.17%	94
2021 Q1	$216K	Sell	564 -100	-15%	-$38.5K	0.14%	106
2020 Q4	$252K	Buy	+664	New	+$233K	0.17%	86
2020 Q1	$218K	Buy	+947	New	+$256K	0.3%	58