Van Hulzen Asset Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $918K | Sell |
1,165
-7
| -0.6% | -$5.52K | 0.08% | 163 |
|
2025
Q1 | $720K | Buy |
1,172
+5
| +0.4% | +$3.07K | 0.07% | 177 |
|
2024
Q4 | $734K | Buy |
1,167
+4
| +0.3% | +$2.51K | 0.05% | 190 |
|
2024
Q3 | $722K | Buy |
1,163
+300
| +35% | +$186K | 0.05% | 187 |
|
2024
Q2 | $567K | Buy |
863
+26
| +3% | +$17.1K | 0.04% | 196 |
|
2024
Q1 | $544K | Sell |
837
-319
| -28% | -$207K | 0.04% | 219 |
|
2023
Q4 | $722K | Sell |
1,156
-3,558
| -75% | -$2.22M | 0.05% | 194 |
|
2023
Q3 | $2.41M | Buy |
4,714
+2,801
| +146% | +$1.43M | 0.19% | 90 |
|
2023
Q2 | $876K | Buy |
1,913
+500
| +35% | +$229K | 0.07% | 133 |
|
2023
Q1 | $630K | Hold |
1,413
| – | – | 0.06% | 155 |
|
2022
Q4 | $550K | Hold |
1,413
| – | – | 0.06% | 164 |
|
2022
Q3 | $547K | Hold |
1,413
| – | – | 0.07% | 160 |
|
2022
Q2 | $545K | Hold |
1,413
| – | – | 0.07% | 158 |
|
2022
Q1 | $679K | Hold |
1,413
| – | – | 0.07% | 142 |
|
2021
Q4 | $909K | Hold |
1,413
| – | – | 0.1% | 125 |
|
2021
Q3 | $762K | Hold |
1,413
| – | – | 0.11% | 108 |
|
2021
Q2 | $693K | Buy |
1,413
+807
| +133% | +$396K | 0.1% | 113 |
|
2021
Q1 | $232K | Hold |
606
| – | – | 0.04% | 229 |
|
2020
Q4 | $230K | Sell |
606
-406
| -40% | -$154K | 0.03% | 248 |
|
2020
Q3 | $330K | Buy |
1,012
+106
| +12% | +$34.6K | 0.05% | 178 |
|
2020
Q2 | $268K | Buy |
+906
| New | +$268K | 0.04% | 202 |
|
2019
Q4 | – | Sell |
-921
| Closed | -$245K | – | 290 |
|
2019
Q3 | $245K | Sell |
921
-4
| -0.4% | -$1.06K | 0.05% | 224 |
|
2019
Q2 | $242K | Buy |
925
+100
| +12% | +$26.2K | 0.05% | 227 |
|
2019
Q1 | $216K | Buy |
+825
| New | +$216K | 0.06% | 214 |
|