SVB Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.65M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $9.98M | Sell |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $10.7M | Sell |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $10.2M | Buy |
|
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $3.05M | Buy |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $1.99M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $895K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $917K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $968K | Sell |
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|
2017
Q4 | $910K | Buy |
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|
2017
Q3 | $791K | Sell |
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|
2017
Q2 | $765K | Sell |
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|
2017
Q1 | $700K | Sell |
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|
2016
Q4 | $810K | Sell |
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|
2016
Q3 | $799K | Sell |
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|
2016
Q2 | $842K | Sell |
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|
2016
Q1 | $887K | Sell |
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|
2015
Q4 | $2.76M | Sell |
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|
2015
Q3 | $3.5M | Buy |
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|
2015
Q2 | $3.35M | Sell |
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|
2015
Q1 | $3.48M | Sell |
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|
2014
Q4 | $8.63M | Buy |
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