SAM
Sycomore Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,846
| Closed | -$10.7M | – | 71 |
|
|
2025
Q1 | $10.7M | Hold |
16,846
| – | – | 1.52% | 25 |
|
|
2024
Q4 | $10.7M | Buy |
16,846
+4,687
| +39% | +$2.98M | 1.53% | 24 |
|
|
2024
Q3 | $7.74M | Sell |
12,159
-19,394
| -61% | -$12.4M | 1.29% | 28 |
|
|
2024
Q2 | $20.1M | Buy |
31,553
+6,039
| +24% | +$3.85M | 3.54% | 6 |
|
|
2024
Q1 | $16.6M | Buy |
25,514
+9,058
| +55% | +$5.9M | 3.64% | 5 |
|
|
2023
Q4 | $10.4M | Sell |
16,456
-3,732
| -18% | -$2.35M | 2.22% | 11 |
|
|
2023
Q3 | $10.3M | Sell |
20,188
-8,982
| -31% | -$4.57M | 2.63% | 9 |
|
|
2023
Q2 | $13.4M | Buy |
29,170
+1,068
| +4% | +$491K | 3.13% | 9 |
|
|
2023
Q1 | $12M | Buy |
28,102
+8,570
| +44% | +$3.66M | 3.44% | 9 |
|
|
2022
Q4 | $7.51M | Buy |
19,532
+4,780
| +32% | +$1.84M | 2.07% | 10 |
|
|
2022
Q3 | $5.84M | Buy |
14,752
+4,270
| +41% | +$1.69M | 1.65% | 17 |
|
|
2022
Q2 | $4.05M | Buy |
10,482
+22
| +0.2% | +$8.5K | 0.95% | 26 |
|
|
2022
Q1 | $5.08M | Buy |
10,460
+1,460
| +16% | +$709K | 0.89% | 38 |
|
|
2021
Q4 | $5.83M | Buy |
+9,000
| New | +$5.83M | 0.9% | 28 |
|
|
2020
Q2 | – | Sell |
-6,771
| Closed | -$1.56M | – | 40 |
|
|
2020
Q1 | $1.56M | Buy |
+6,771
| New | +$1.56M | 0.74% | 31 |
|