Tocqueville Asset Management’s Intuit INTU Stock Holding History

Tocqueville Asset Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.71M	Buy	17,832 +3,802	+27%	+$1.81M	0.11%	174
2025 Q4	$9.29M	Sell	14,030 -21	-0.1%	-$13.9K	0.14%	164
2025 Q3	$9.6M	Sell	14,051 -58	-0.4%	-$41.8K	0.14%	164
2025 Q2	$11.1M	Sell	14,109 -164	-1%	-$111K	0.17%	142
2025 Q1	$8.76M	Sell	14,273 -783	-5%	-$470K	0.14%	136
2024 Q4	$9.46M	Sell	15,056 -299	-2%	-$191K	0.15%	142
2024 Q3	$9.54M	Sell	15,355 -750	-5%	-$479K	0.15%	141
2024 Q2	$10.6M	Buy	16,105 +428	+3%	+$265K	0.17%	133
2024 Q1	$10.2M	Sell	15,677 -6	-0%	-$3.83K	0.17%	131
2023 Q4	$9.8M	Sell	15,683 -25	-0.2%	-$13.8K	0.18%	131
2023 Q3	$8.03M	Sell	15,708 -1,102	-7%	-$558K	0.15%	139
2023 Q2	$7.7M	Sell	16,810 -1,135	-6%	-$497K	0.14%	145
2023 Q1	$8M	Sell	17,945 -1,556	-8%	-$639K	0.15%	142
2022 Q4	$7.59M	Sell	19,501 -1,359	-7%	-$539K	0.14%	150
2022 Q3	$8.08M	Sell	20,860 -50	-0.2%	-$21.6K	0.16%	138
2022 Q2	$8.06M	Sell	20,910 -355	-2%	-$147K	0.15%	153
2022 Q1	$10.2M	Sell	21,265 -1,470	-6%	-$753K	0.15%	149
2021 Q4	$14.6M	Sell	22,735 -478	-2%	-$295K	0.2%	118
2021 Q3	$12.5M	Sell	23,213 -1,459	-6%	-$786K	0.19%	130
2021 Q2	$12.1M	Sell	24,672 -225	-0.9%	-$97.6K	0.17%	137
2021 Q1	$9.54M	Sell	24,897 -3,165	-11%	-$1.22M	0.15%	164
2020 Q4	$10.7M	Sell	28,062 -3,760	-12%	-$1.32M	0.18%	131
2020 Q3	$10.4M	Sell	31,822 -150	-0.5%	-$46.9K	0.2%	118
2020 Q2	$9.47M	Sell	31,972 -12,399	-28%	-$3.4M	0.2%	125
2020 Q1	$10.2M	Sell	44,371 -2,565	-5%	-$695K	0.25%	94
2019 Q4	$12.3M	Sell	46,936 -1,447	-3%	-$378K	0.18%	145
2019 Q3	$12.9M	Sell	48,383 -2,919	-6%	-$803K	0.17%	145
2019 Q2	$13.4M	Sell	51,302 -1,036	-2%	-$263K	0.17%	153
2019 Q1	$13.7M	Sell	52,338 -9,033	-15%	-$2.09M	0.18%	145
2018 Q4	$12.1M	Sell	61,371 -1,584	-3%	-$330K	0.18%	142
2018 Q3	$14.3M	Sell	62,955 -1,347	-2%	-$289K	0.18%	147
2018 Q2	$13.1M	Buy	64,302 +447	+0.7%	+$85.7K	0.17%	154
2018 Q1	$11.1M	Sell	63,855 -5,668	-8%	-$954K	0.14%	179
2017 Q4	$11M	Sell	69,523 -30	-0%	-$4.57K	0.12%	195
2017 Q3	$9.89M	Sell	69,553 -5,075	-7%	-$700K	0.11%	210
2017 Q2	$9.91M	Sell	74,628 -13,732	-16%	-$1.78M	0.12%	203
2017 Q1	$10.2M	Sell	88,360 -8,603	-9%	-$1.03M	0.13%	199
2016 Q4	$11.1M	Buy	96,963 +200	+0.2%	+$22.4K	0.14%	188
2016 Q3	$10.6M	Sell	96,763 -1,689	-2%	-$189K	0.13%	192
2016 Q2	$11M	Sell	98,452 -1,010	-1%	-$106K	0.13%	179
2016 Q1	$10.3M	Sell	99,462 -1,365	-1%	-$132K	0.14%	175
2015 Q4	$9.73M	Sell	100,827 -49,701	-33%	-$4.8M	0.13%	181
2015 Q3	$13.4M	Sell	150,528 -4,022	-3%	-$390K	0.18%	160
2015 Q2	$15.6M	Sell	154,550 -8,324	-5%	-$850K	0.18%	152
2015 Q1	$15.8M	Sell	162,874 -10,335	-6%	-$960K	0.19%	150
2014 Q4	$16M	Sell	173,209 -898	-0.5%	-$79.9K	0.17%	153
2014 Q3	$15.3M	Sell	174,107 -710	-0.4%	-$59K	0.17%	162
2014 Q2	$14.1M	Sell	174,817 -413	-0.2%	-$31.9K	0.14%	183
2014 Q1	$13.6M	Buy	175,230 +13,440	+8%	+$1.03M	0.18%	147
2013 Q4	$12.3M	Sell	161,790 -1,940	-1%	-$139K	0.17%	155
2013 Q3	$10.9M	Sell	163,730 -1,100	-0.7%	-$70.9K	0.14%	187
2013 Q2	$10.1M	Buy	+164,830	New	+$9.97M	0.14%	186