TAM
Troy Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37M | Sell |
46,931
-514
| -1% | -$405K | 1.02% | 19 |
|
|
2025
Q1 | $29.1M | Buy |
47,445
+4,366
| +10% | +$2.68M | 0.94% | 24 |
|
|
2024
Q4 | $27.1M | Sell |
43,079
-592
| -1% | -$372K | 0.91% | 24 |
|
|
2024
Q3 | $27.1M | Buy |
43,671
+2,794
| +7% | +$1.74M | 0.87% | 28 |
|
|
2024
Q2 | $26.9M | Hold |
40,877
| – | – | 0.89% | 27 |
|
|
2024
Q1 | $26.6M | Sell |
40,877
-57
| -0.1% | -$37.1K | 0.82% | 26 |
|
|
2023
Q4 | $25.6M | Sell |
40,934
-6,645
| -14% | -$4.15M | 0.82% | 26 |
|
|
2023
Q3 | $24.3M | Sell |
47,579
-25,467
| -35% | -$13M | 0.76% | 27 |
|
|
2023
Q2 | $33.5M | Sell |
73,046
-25
| -0% | -$11.5K | 0.99% | 23 |
|
|
2023
Q1 | $32.6M | Buy |
73,071
+1,348
| +2% | +$601K | 0.98% | 22 |
|
|
2022
Q4 | $27.9M | Sell |
71,723
-4,421
| -6% | -$1.72M | 0.79% | 23 |
|
|
2022
Q3 | $29.5M | Sell |
76,144
-11,473
| -13% | -$4.44M | 0.86% | 22 |
|
|
2022
Q2 | $33.8M | Buy |
87,617
+10,546
| +14% | +$4.06M | 0.7% | 19 |
|
|
2022
Q1 | $37.1M | Sell |
77,071
-3,964
| -5% | -$1.91M | 0.66% | 19 |
|
|
2021
Q4 | $52.1M | Buy |
81,035
+1,500
| +2% | +$965K | 0.92% | 18 |
|
|
2021
Q3 | $42.9M | Sell |
79,535
-5,604
| -7% | -$3.02M | 0.82% | 18 |
|
|
2021
Q2 | $41.7M | Buy |
85,139
+3,119
| +4% | +$1.53M | 0.72% | 19 |
|
|
2021
Q1 | $31.4M | Buy |
82,020
+22,568
| +38% | +$8.65M | 0.59% | 22 |
|
|
2020
Q4 | $22.6M | Hold |
59,452
| – | – | 0.46% | 21 |
|
|
2020
Q3 | $19.4M | Hold |
59,452
| – | – | 0.47% | 19 |
|
|
2020
Q2 | $17.6M | Buy |
59,452
+2,880
| +5% | +$853K | 0.5% | 20 |
|
|
2020
Q1 | $13M | Hold |
56,572
| – | – | 0.43% | 20 |
|
|
2019
Q4 | $14.8M | Buy |
56,572
+3,090
| +6% | +$809K | 0.54% | 18 |
|
|
2019
Q3 | $14.2M | Hold |
53,482
| – | – | 0.57% | 18 |
|
|
2019
Q2 | $14M | Hold |
53,482
| – | – | 0.59% | 17 |
|
|
2019
Q1 | $14M | Hold |
53,482
| – | – | 0.68% | 17 |
|
|
2018
Q4 | $10.5M | Hold |
53,482
| – | – | 0.53% | 19 |
|
|
2018
Q3 | $12.2M | Hold |
53,482
| – | – | 0.57% | 19 |
|
|
2018
Q2 | $10.9M | Sell |
53,482
-1,500
| -3% | -$306K | 0.56% | 20 |
|
|
2018
Q1 | $9.53M | Sell |
54,982
-10,018
| -15% | -$1.74M | 0.44% | 21 |
|
|
2017
Q4 | $10.3M | Hold |
65,000
| – | – | 0.42% | 22 |
|
|
2017
Q3 | $9.24M | Buy |
+65,000
| New | +$9.24M | 0.42% | 22 |
|
|
2016
Q4 | – | Sell |
-62,200
| Closed | -$6.84M | – | 49 |
|
|
2016
Q3 | $6.84M | Buy |
62,200
+10,000
| +19% | +$1.1M | 0.37% | 20 |
|
|
2016
Q2 | $5.83M | Hold |
52,200
| – | – | 0.31% | 20 |
|
|
2016
Q1 | $5.43M | Hold |
52,200
| – | – | 0.3% | 19 |
|
|
2015
Q4 | $5.04M | Hold |
52,200
| – | – | 0.3% | 20 |
|
|
2015
Q3 | $4.63M | Buy |
52,200
+27,000
| +107% | +$2.4M | 0.28% | 20 |
|
|
2015
Q2 | $2.54M | Hold |
25,200
| – | – | 0.16% | 19 |
|
|
2015
Q1 | $244K | Hold |
25,200
| – | – | 2.18% | 14 |
|
|
2014
Q4 | $2.32M | Buy |
+25,200
| New | +$2.32M | 0.15% | 19 |
|