Veritable’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,196
| Closed | -$3.3M | – | 390 |
|
|
2023
Q2 | $3.3M | Buy |
7,196
+46
| +0.6% | +$20.1K | 0.05% | 166 |
|
|
2023
Q1 | $3.19M | Buy |
7,150
+490
| +7% | +$201K | 0.05% | 172 |
|
|
2022
Q4 | $2.59M | Sell |
6,660
-42
| -0.6% | -$16.7K | 0.04% | 191 |
|
|
2022
Q3 | $2.6M | Sell |
6,702
-632
| -9% | -$273K | 0.05% | 175 |
|
|
2022
Q2 | $2.83M | Buy |
7,334
+396
| +6% | +$164K | 0.05% | 182 |
|
|
2022
Q1 | $3.34M | Buy |
6,938
+127
| +2% | +$65K | 0.05% | 184 |
|
|
2021
Q4 | $4.38M | Buy |
6,811
+60
| +0.9% | +$37K | 0.06% | 151 |
|
|
2021
Q3 | $3.64M | Sell |
6,751
-1
| -0% | -$539 | 0.06% | 163 |
|
|
2021
Q2 | $3.31M | Buy |
6,752
+116
| +2% | +$50.3K | 0.05% | 173 |
|
|
2021
Q1 | $2.54M | Buy |
6,636
+246
| +4% | +$94.7K | 0.04% | 188 |
|
|
2020
Q4 | $2.43M | Sell |
6,390
-699
| -10% | -$245K | 0.04% | 192 |
|
|
2020
Q3 | $2.31M | Sell |
7,089
-2
| -0% | -$626 | 0.05% | 183 |
|
|
2020
Q2 | $2.1M | Sell |
7,091
-651
| -8% | -$179K | 0.05% | 183 |
|
|
2020
Q1 | $1.78M | Sell |
7,742
-671
| -8% | -$182K | 0.04% | 198 |
|
|
2019
Q4 | $2.2M | Buy |
8,413
+176
| +2% | +$46K | 0.04% | 215 |
|
|
2019
Q3 | $2.19M | Buy |
8,237
+489
| +6% | +$135K | 0.04% | 205 |
|
|
2019
Q2 | $2.02M | Buy |
7,748
+26
| +0.3% | +$6.61K | 0.04% | 211 |
|
|
2019
Q1 | $2.02M | Buy |
7,722
+154
| +2% | +$35.6K | 0.04% | 213 |
|
|
2018
Q4 | $1.49M | Sell |
7,568
-358
| -5% | -$74.5K | 0.03% | 243 |
|
|
2018
Q3 | $1.8M | Sell |
7,926
-3
| -0% | -$645 | 0.04% | 233 |
|
|
2018
Q2 | $1.62M | Sell |
7,929
-10
| -0.1% | -$1.92K | 0.03% | 245 |
|
|
2018
Q1 | $1.38M | Buy |
7,939
+109
| +1% | +$18.3K | 0.03% | 274 |
|
|
2017
Q4 | $1.24M | Sell |
7,830
-3,956
| -34% | -$603K | 0.02% | 291 |
|
|
2017
Q3 | $1.68M | Buy |
11,786
+11
| +0.1% | +$1.52K | 0.04% | 251 |
|
|
2017
Q2 | $1.56M | Buy |
11,775
+3,729
| +46% | +$484K | 0.04% | 262 |
|
|
2017
Q1 | $933K | Sell |
8,046
-4
| -0% | -$479 | 0.02% | 344 |
|
|
2016
Q4 | $923K | Buy |
8,050
+133
| +2% | +$14.9K | 0.02% | 328 |
|
|
2016
Q3 | $871K | Buy |
7,917
+200
| +3% | +$22.4K | 0.02% | 341 |
|
|
2016
Q2 | $861K | Buy |
7,717
+34
| +0.4% | +$3.56K | 0.02% | 328 |
|
|
2016
Q1 | $799K | Sell |
7,683
-678
| -8% | -$65.5K | 0.02% | 338 |
|
|
2015
Q4 | $807K | Buy |
8,361
+700
| +9% | +$67.7K | 0.02% | 359 |
|
|
2015
Q3 | $680K | Buy |
7,661
+316
| +4% | +$30.7K | 0.02% | 379 |
|
|
2015
Q2 | $740K | Sell |
7,345
-1,371
| -16% | -$140K | 0.02% | 369 |
|
|
2015
Q1 | $845K | Sell |
8,716
-121
| -1% | -$11.2K | 0.02% | 449 |
|
|
2014
Q4 | $815K | Sell |
8,837
-6
| -0.1% | -$534 | 0.02% | 459 |
|
|
2014
Q3 | $775K | Buy |
8,843
+125
| +1% | +$10.4K | 0.02% | 475 |
|
|
2014
Q2 | $702K | Sell |
8,718
-195
| -2% | -$15K | 0.01% | 505 |
|
|
2014
Q1 | $693K | Buy |
8,913
+135
| +2% | +$10.3K | 0.02% | 490 |
|
|
2013
Q4 | $670K | Sell |
8,778
-893
| -9% | -$64.2K | 0.01% | 493 |
|
|
2013
Q3 | $641K | Buy |
9,671
+544
| +6% | +$35.1K | 0.02% | 499 |
|
|
2013
Q2 | $557K | Buy |
+9,127
| New | +$552K | 0.01% | 535 |
|
Other funds holding INTU
Veritable's INTU Position: Q3 2023 in Review
Veritable sold out of Intuit (INTU) in Q3 2023, closing a stake of 7,196 shares — an estimated $3.3M sold.
Veritable first reported a position in INTU in Q2 2013 and held it in 41 quarters. The position peaked at $4.38M in Q4 2021. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.
- Veritable reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
- Veritable sold 7,196 Intuit shares in Q3 2023, an estimated $3.3M.
- Veritable first reported a position in Intuit in Q2 2013 and held it in 41 quarters.
- Veritable's Intuit position peaked at $4.38M in Q4 2021.
- 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.