The Family Firm’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 | – | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $541K | Buy |
|
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|
2024
Q2 | $511K | Buy |
|
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|
2024
Q1 | $504K | Buy |
|
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|
2023
Q4 | $484K | Buy |
|
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $345K | Buy |
|
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|
2023
Q1 | $335K | Buy |
|
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|
2022
Q4 | $289K | Buy |
|
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|
2022
Q3 | $287K | Buy |
|
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $350K | Buy |
|
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|
2021
Q4 | $468K | Hold |
|
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|
2021
Q3 | $415K | Buy |
|
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|
2021
Q2 | $356K | Buy |
|
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|
2021
Q1 | $278K | Buy |
|
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|
2020
Q4 | $269K | Buy |
|
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $214K | Buy |
|
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|
2019
Q4 | – | Sell |
|
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|
2019
Q3 | $211K | Buy |
|
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|
2019
Q2 | $208K | Sell |
|
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|
2019
Q1 | $211K | Buy |
|