The Family Firm’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-874
| Closed | -$536K | – | 132 |
|
|
2025
Q1 | $536K | Buy |
874
+2
| +0.2% | +$1.23K | 0.12% | 109 |
|
|
2024
Q4 | $548K | Hold |
872
| – | – | 0.12% | 107 |
|
|
2024
Q3 | $541K | Buy |
872
+95
| +12% | +$59K | 0.12% | 110 |
|
|
2024
Q2 | $511K | Buy |
777
+1
| +0.1% | +$657 | 0.11% | 106 |
|
|
2024
Q1 | $504K | Buy |
776
+1
| +0.1% | +$650 | 0.12% | 109 |
|
|
2023
Q4 | $484K | Buy |
775
+2
| +0.3% | +$1.25K | 0.12% | 106 |
|
|
2023
Q3 | $395K | Buy |
773
+21
| +3% | +$10.7K | 0.11% | 116 |
|
|
2023
Q2 | $345K | Buy |
752
+1
| +0.1% | +$458 | 0.09% | 136 |
|
|
2023
Q1 | $335K | Buy |
751
+8
| +1% | +$3.57K | 0.09% | 132 |
|
|
2022
Q4 | $289K | Buy |
743
+1
| +0.1% | +$389 | 0.08% | 145 |
|
|
2022
Q3 | $287K | Buy |
742
+12
| +2% | +$4.64K | 0.09% | 138 |
|
|
2022
Q2 | $281K | Buy |
730
+1
| +0.1% | +$385 | 0.08% | 151 |
|
|
2022
Q1 | $350K | Buy |
729
+1
| +0.1% | +$480 | 0.09% | 128 |
|
|
2021
Q4 | $468K | Hold |
728
| – | – | 0.12% | 104 |
|
|
2021
Q3 | $415K | Buy |
728
+2
| +0.3% | +$1.14K | 0.11% | 109 |
|
|
2021
Q2 | $356K | Buy |
726
+1
| +0.1% | +$490 | 0.1% | 118 |
|
|
2021
Q1 | $278K | Buy |
725
+1
| +0.1% | +$383 | 0.08% | 138 |
|
|
2020
Q4 | $269K | Buy |
724
+92
| +15% | +$34.2K | 0.08% | 134 |
|
|
2020
Q3 | $206K | Sell |
632
-90
| -12% | -$29.3K | 0.07% | 136 |
|
|
2020
Q2 | $214K | Buy |
+722
| New | +$214K | 0.08% | 132 |
|
|
2019
Q4 | – | Sell |
-795
| Closed | -$211K | – | 152 |
|
|
2019
Q3 | $211K | Buy |
795
+1
| +0.1% | +$265 | 0.07% | 137 |
|
|
2019
Q2 | $208K | Sell |
794
-13
| -2% | -$3.41K | 0.07% | 136 |
|
|
2019
Q1 | $211K | Buy |
+807
| New | +$211K | 0.08% | 133 |
|