Unigestion Holding’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3M | Buy |
4,890
+2,459
| +101% | +$1.51M | 0.18% | 96 |
|
|
2024
Q4 | $1.53M | Buy |
2,431
+601
| +33% | +$378K | 0.09% | 99 |
|
|
2024
Q3 | $1.14M | Buy |
+1,830
| New | +$1.14M | 0.05% | 99 |
|
|
2023
Q1 | – | Sell |
-1,450
| Closed | -$567K | – | 235 |
|
|
2022
Q4 | $567K | Buy |
+1,450
| New | +$567K | 0.03% | 197 |
|
|
2022
Q2 | – | Sell |
-4,181
| Closed | -$1.97M | – | 194 |
|
|
2022
Q1 | $1.97M | Sell |
4,181
-81
| -2% | -$38.2K | 0.08% | 97 |
|
|
2021
Q4 | $2.74M | Sell |
4,262
-26
| -0.6% | -$16.7K | 0.11% | 88 |
|
|
2021
Q3 | $2.31M | Sell |
4,288
-522
| -11% | -$282K | 0.09% | 88 |
|
|
2021
Q2 | $2.36M | Sell |
4,810
-157
| -3% | -$77.2K | 0.09% | 95 |
|
|
2021
Q1 | $1.9M | Buy |
4,967
+244
| +5% | +$93.5K | 0.07% | 107 |
|
|
2020
Q4 | $1.79M | Buy |
4,723
+2,039
| +76% | +$775K | 0.06% | 108 |
|
|
2020
Q3 | $876K | Buy |
2,684
+754
| +39% | +$246K | 0.03% | 129 |
|
|
2020
Q2 | $572K | Sell |
1,930
-933
| -33% | -$277K | 0.02% | 151 |
|
|
2020
Q1 | $658K | Buy |
+2,863
| New | +$658K | 0.02% | 191 |
|