VFCM

Valley Forge Capital Management’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$207M	Sell	263,312 -34,048	-11%	-$26.8M	4.58%	6
2025 Q1	$183M	Sell	297,360 -104,921	-26%	-$64.4M	4.16%	6
2024 Q4	$253M	Sell	402,281 -42,600	-10%	-$26.8M	5.57%	6
2024 Q3	$276M	Hold	444,881	–	–	6.14%	5
2024 Q2	$292M	Hold	444,881	–	–	7.56%	5
2024 Q1	$289M	Hold	444,881	–	–	7.89%	5
2023 Q4	$278M	Hold	444,881	–	–	7.9%	5
2023 Q3	$227M	Hold	444,881	–	–	7.75%	5
2023 Q2	$204M	Hold	444,881	–	–	6.91%	6
2023 Q1	$198M	Buy	444,881 +246,810	+125%	+$110M	7.51%	6
2022 Q4	$77.1M	Hold	198,071	–	–	3.13%	8
2022 Q3	$76.7M	Buy	198,071 +2,000	+1%	+$775K	3.64%	7
2022 Q2	$75.6M	Hold	196,071	–	–	3.38%	8
2022 Q1	$94.3M	Hold	196,071	–	–	3.59%	8
2021 Q4	$126M	Sell	196,071 -19,150	-9%	-$12.3M	4.77%	8
2021 Q3	$116M	Hold	215,221	–	–	4.61%	7
2021 Q2	$105M	Hold	215,221	–	–	4.1%	8
2021 Q1	$82.4M	Buy	215,221 +99,480	+86%	+$38.1M	3.9%	7
2020 Q4	$44M	Hold	115,741	–	–	4.08%	6
2020 Q3	$37.8M	Hold	115,741	–	–	4.1%	6
2020 Q2	$34.3M	Buy	115,741 +21,100	+22%	+$6.25M	4.17%	6
2020 Q1	$21.8M	Hold	94,641	–	–	4.61%	6
2019 Q4	$24.8M	Hold	94,641	–	–	4.82%	6
2019 Q3	$25.2M	Hold	94,641	–	–	5.62%	5
2019 Q2	$24.7M	Hold	94,641	–	–	5.86%	5
2019 Q1	$24.7M	Buy	94,641 +14,000	+17%	+$3.66M	6.55%	5
2018 Q4	$15.9M	Buy	80,641 +22,141	+38%	+$4.36M	6.01%	5
2018 Q3	$13.3M	Hold	58,500	–	–	4.43%	5
2018 Q2	$12M	Hold	58,500	–	–	4.65%	5
2018 Q1	$10.1M	Hold	58,500	–	–	4.75%	5
2017 Q4	$9.23M	Hold	58,500	–	–	4.87%	6
2017 Q3	$8.32M	Hold	58,500	–	–	5.27%	6
2017 Q2	$7.77M	Hold	58,500	–	–	5.52%	4
2017 Q1	$6.79M	Hold	58,500	–	–	5.28%	6
2016 Q4	$6.71M	Buy	+58,500	New	+$6.71M	6.12%	4