ThornTree Capital Partners’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.7M Sell
49,089
-7,454
-13% -$5.87M 6.44% 7
2025
Q1
$34.7M Buy
+56,543
New +$34.7M 7.66% 4
2024
Q3
Sell
-43,937
Closed -$28.9M 20
2024
Q2
$28.9M Sell
43,937
-4,803
-10% -$3.16M 4.92% 9
2024
Q1
$31.7M Sell
48,740
-12,203
-20% -$7.93M 5.34% 9
2023
Q4
$38.1M Buy
60,943
+7,422
+14% +$4.64M 6.26% 3
2023
Q3
$27.3M Hold
53,521
7.15% 6
2023
Q2
$24.5M Buy
53,521
+12,605
+31% +$5.78M 5.83% 7
2023
Q1
$18.2M Buy
40,916
+15,440
+61% +$6.88M 4.53% 12
2022
Q4
$9.92M Buy
+25,476
New +$9.92M 3.26% 13