Unio Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,637
| Closed | -$18M | – | 25 |
|
|
2024
Q4 | $18M | Buy |
28,637
+14,436
| +102% | +$9.22M | 6.44% | 3 |
|
|
2024
Q3 | $8.82M | Sell |
14,201
-118
| -0.8% | -$75.3K | 3.57% | 15 |
|
|
2024
Q2 | $9.41M | Buy |
14,319
+714
| +5% | +$443K | 3.95% | 14 |
|
|
2024
Q1 | $8.84M | Sell |
13,605
-370
| -3% | -$236K | 3.89% | 15 |
|
|
2023
Q4 | $8.73M | Sell |
13,975
-219
| -2% | -$121K | 4.47% | 12 |
|
|
2023
Q3 | $7.25M | Sell |
14,194
-668
| -4% | -$338K | 3.93% | 12 |
|
|
2023
Q2 | $6.81M | Sell |
14,862
-337
| -2% | -$148K | 3.47% | 17 |
|
|
2023
Q1 | $6.78M | Sell |
15,199
-109
| -0.7% | -$44.7K | 3.63% | 14 |
|
|
2022
Q4 | $5.96M | Buy |
15,308
+581
| +4% | +$230K | 3.31% | 15 |
|
|
2022
Q3 | $5.7M | Sell |
14,727
-194
| -1% | -$83.8K | 3.45% | 17 |
|
|
2022
Q2 | $5.75M | Sell |
14,921
-970
| -6% | -$402K | 3.31% | 19 |
|
|
2022
Q1 | $7.64M | Sell |
15,891
-3,755
| -19% | -$1.92M | 3.29% | 17 |
|
|
2021
Q4 | $604K | Buy |
19,646
+168
| +0.9% | +$104K | 2.95% | 22 |
|
|
2021
Q3 | $10.5M | Sell |
19,478
-1,166
| -6% | -$628K | 4.68% | 7 |
|
|
2021
Q2 | $10.1M | Sell |
20,644
-1,325
| -6% | -$575K | 4.51% | 8 |
|
|
2021
Q1 | $8.41M | Sell |
21,969
-606
| -3% | -$233K | 3.98% | 12 |
|
|
2020
Q4 | $8.57M | Buy |
22,575
+358
| +2% | +$126K | 4.22% | 11 |
|
|
2020
Q3 | $7.43M | Buy |
22,217
+403
| +2% | +$126K | 4.02% | 12 |
|
|
2020
Q2 | $6.46M | Sell |
21,814
-58
| -0.3% | -$15.9K | 3.9% | 12 |
|
|
2020
Q1 | $5.03M | Buy |
+21,872
| New | +$5.92M | 3.55% | 14 |
|
Other funds holding INTU
