Telos Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
585
+15
| +3% | +$11.8K | 0.05% | 153 |
|
|
2025
Q1 | $350K | Sell |
570
-30
| -5% | -$18.4K | 0.04% | 162 |
|
|
2024
Q4 | $377K | Sell |
600
-160
| -21% | -$101K | 0.04% | 160 |
|
|
2024
Q3 | $472K | Buy |
760
+10
| +1% | +$6.21K | 0.05% | 148 |
|
|
2024
Q2 | $493K | Sell |
750
-75
| -9% | -$49.3K | 0.05% | 142 |
|
|
2024
Q1 | $536K | Sell |
825
-75
| -8% | -$48.8K | 0.06% | 141 |
|
|
2023
Q4 | $563K | Hold |
900
| – | – | 0.07% | 138 |
|
|
2023
Q3 | $460K | Hold |
900
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $412K | Hold |
900
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $401K | Hold |
900
| – | – | 0.06% | 139 |
|
|
2022
Q4 | $350K | Sell |
900
-300
| -25% | -$117K | 0.05% | 142 |
|
|
2022
Q3 | $465K | Buy |
+1,200
| New | +$465K | 0.08% | 127 |
|