SW
SVB Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
+3,143
| New | +$2.48M | 0.13% | 140 |
|
|
2025
Q1 | – | Sell |
-12,164
| Closed | -$7.65M | – | 1629 |
|
|
2024
Q4 | $7.65M | Buy |
+12,164
| New | +$7.65M | 0.14% | 98 |
|
|
2024
Q3 | – | Sell |
-15,192
| Closed | -$9.98M | – | 300 |
|
|
2024
Q2 | $9.98M | Sell |
15,192
-458
| -3% | -$301K | 0.25% | 101 |
|
|
2024
Q1 | $10.2M | Sell |
15,650
-1,425
| -8% | -$926K | 0.23% | 110 |
|
|
2023
Q4 | $10.7M | Sell |
17,075
-4,404
| -21% | -$2.75M | 0.26% | 101 |
|
|
2023
Q3 | $11M | Sell |
21,479
-689
| -3% | -$352K | 0.24% | 101 |
|
|
2023
Q2 | $10.2M | Sell |
22,168
-814
| -4% | -$373K | 0.18% | 113 |
|
|
2023
Q1 | $10.2M | Buy |
22,982
+16,846
| +275% | +$7.51M | 0.14% | 123 |
|
|
2022
Q4 | $2.39M | Sell |
6,136
-425
| -6% | -$165K | 0.03% | 243 |
|
|
2022
Q3 | $2.54M | Buy |
6,561
+1,722
| +36% | +$667K | 0.04% | 226 |
|
|
2022
Q2 | $1.87M | Buy |
4,839
+295
| +6% | +$114K | 0.03% | 226 |
|
|
2022
Q1 | $2.19M | Sell |
4,544
-194
| -4% | -$93.3K | 0.03% | 219 |
|
|
2021
Q4 | $3.05M | Buy |
4,738
+223
| +5% | +$143K | 0.05% | 180 |
|
|
2021
Q3 | $2.44M | Buy |
4,515
+464
| +11% | +$250K | 0.03% | 229 |
|
|
2021
Q2 | $1.99M | Buy |
4,051
+218
| +6% | +$107K | 0.03% | 260 |
|
|
2021
Q1 | $1.47M | Buy |
3,833
+48
| +1% | +$18.4K | 0.02% | 286 |
|
|
2020
Q4 | $1.44M | Sell |
3,785
-30
| -0.8% | -$11.4K | 0.02% | 271 |
|
|
2020
Q3 | $1.24M | Buy |
3,815
+158
| +4% | +$51.5K | 0.02% | 266 |
|
|
2020
Q2 | $1.08M | Sell |
3,657
-235
| -6% | -$69.6K | 0.02% | 261 |
|
|
2020
Q1 | $895K | Sell |
3,892
-403
| -9% | -$92.7K | 0.02% | 247 |
|
|
2019
Q4 | $1.13M | Sell |
4,295
-69
| -2% | -$18.1K | 0.02% | 288 |
|
|
2019
Q3 | $1.16M | Sell |
4,364
-127
| -3% | -$33.8K | 0.02% | 259 |
|
|
2019
Q2 | $1.17M | Sell |
4,491
-24
| -0.5% | -$6.27K | 0.04% | 265 |
|
|
2019
Q1 | $1.18M | Sell |
4,515
-146
| -3% | -$38.2K | 0.05% | 209 |
|
|
2018
Q4 | $917K | Sell |
4,661
-47
| -1% | -$9.25K | 0.04% | 226 |
|
|
2018
Q3 | $1.07M | Sell |
4,708
-724
| -13% | -$165K | 0.04% | 243 |
|
|
2018
Q2 | $1.11M | Sell |
5,432
-153
| -3% | -$31.3K | 0.04% | 236 |
|
|
2018
Q1 | $968K | Sell |
5,585
-180
| -3% | -$31.2K | 0.04% | 265 |
|
|
2017
Q4 | $910K | Buy |
5,765
+198
| +4% | +$31.3K | 0.03% | 272 |
|
|
2017
Q3 | $791K | Sell |
5,567
-196
| -3% | -$27.8K | 0.03% | 287 |
|
|
2017
Q2 | $765K | Sell |
5,763
-270
| -4% | -$35.8K | 0.03% | 299 |
|
|
2017
Q1 | $700K | Sell |
6,033
-1,034
| -15% | -$120K | 0.03% | 301 |
|
|
2016
Q4 | $810K | Sell |
7,067
-198
| -3% | -$22.7K | 0.03% | 273 |
|
|
2016
Q3 | $799K | Sell |
7,265
-278
| -4% | -$30.6K | 0.03% | 277 |
|
|
2016
Q2 | $842K | Sell |
7,543
-984
| -12% | -$110K | 0.03% | 276 |
|
|
2016
Q1 | $887K | Sell |
8,527
-20,061
| -70% | -$2.09M | 0.04% | 272 |
|
|
2015
Q4 | $2.76M | Sell |
28,588
-10,841
| -27% | -$1.05M | 0.11% | 167 |
|
|
2015
Q3 | $3.5M | Buy |
39,429
+6,188
| +19% | +$549K | 0.14% | 155 |
|
|
2015
Q2 | $3.35M | Sell |
33,241
-2,702
| -8% | -$272K | 0.11% | 173 |
|
|
2015
Q1 | $3.49M | Sell |
35,943
-57,629
| -62% | -$5.59M | 0.11% | 178 |
|
|
2014
Q4 | $8.63M | Buy |
+93,572
| New | +$8.63M | 0.28% | 98 |
|