Waddell & Reed Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $353M | Sell |
921,446
-140,851
| -13% | -$54.2M | 0.73% | 21 |
|
|
2020
Q4 | $404M | Buy |
1,062,297
+258,650
| +32% | +$90.8M | 0.86% | 17 |
|
|
2020
Q3 | $262M | Buy |
803,647
+132,752
| +20% | +$41.5M | 0.63% | 30 |
|
|
2020
Q2 | $199M | Buy |
670,895
+26,483
| +4% | +$7.27M | 0.51% | 44 |
|
|
2020
Q1 | $148M | Sell |
644,412
-111,065
| -15% | -$30.1M | 0.48% | 48 |
|
|
2019
Q4 | $198M | Buy |
755,477
+5,390
| +0.7% | +$1.41M | 0.49% | 47 |
|
|
2019
Q3 | $199M | Sell |
750,087
-19,945
| -3% | -$5.49M | 0.52% | 45 |
|
|
2019
Q2 | $201M | Sell |
770,032
-466,286
| -38% | -$118M | 0.5% | 46 |
|
|
2019
Q1 | $323M | Sell |
1,236,318
-122,441
| -9% | -$28.3M | 0.8% | 25 |
|
|
2018
Q4 | $267M | Buy |
1,358,759
+41,410
| +3% | +$8.62M | 0.76% | 25 |
|
|
2018
Q3 | $300M | Buy |
1,317,349
+636,689
| +94% | +$137M | 0.66% | 35 |
|
|
2018
Q2 | $139M | Buy |
680,660
+240,254
| +55% | +$46.1M | 0.32% | 90 |
|
|
2018
Q1 | $76.3M | Sell |
440,406
-18,200
| -4% | -$3.06M | 0.17% | 142 |
|
|
2017
Q4 | $72.4M | Sell |
458,606
-13,100
| -3% | -$2M | 0.16% | 160 |
|
|
2017
Q3 | $67M | Buy |
471,706
+4,000
| +0.9% | +$552K | 0.15% | 172 |
|
|
2017
Q2 | $62.1M | Sell |
467,706
-196,200
| -30% | -$25.4M | 0.14% | 190 |
|
|
2017
Q1 | $77M | Sell |
663,906
-41,650
| -6% | -$4.99M | 0.16% | 161 |
|
|
2016
Q4 | $80.9M | Sell |
705,556
-636,730
| -47% | -$71.3M | 0.18% | 149 |
|
|
2016
Q3 | $148M | Buy |
1,342,286
+15,700
| +1% | +$1.76M | 0.31% | 86 |
|
|
2016
Q2 | $148M | Sell |
1,326,586
-692,380
| -34% | -$72.4M | 0.31% | 90 |
|
|
2016
Q1 | $210M | Sell |
2,018,966
-1,293,380
| -39% | -$125M | 0.39% | 70 |
|
|
2015
Q4 | $320M | Sell |
3,312,346
-1,507,290
| -31% | -$146M | 0.52% | 61 |
|
|
2015
Q3 | $428M | Sell |
4,819,636
-167,750
| -3% | -$16.3M | 0.7% | 40 |
|
|
2015
Q2 | $503M | Sell |
4,987,386
-562,020
| -10% | -$57.4M | 0.72% | 44 |
|
|
2015
Q1 | $538M | Sell |
5,549,406
-236,500
| -4% | -$22M | 0.75% | 37 |
|
|
2014
Q4 | $533M | Buy |
5,785,906
+143,190
| +3% | +$12.7M | 0.74% | 38 |
|
|
2014
Q3 | $495M | Sell |
5,642,716
-570,300
| -9% | -$47.4M | 0.68% | 47 |
|
|
2014
Q2 | $500M | Sell |
6,213,016
-27,400
| -0.4% | -$2.11M | 0.73% | 43 |
|
|
2014
Q1 | $485M | Buy |
6,240,416
+54,400
| +0.9% | +$4.15M | 0.74% | 39 |
|
|
2013
Q4 | $472M | Buy |
6,186,016
+41,030
| +0.7% | +$2.95M | 0.76% | 38 |
|
|
2013
Q3 | $407M | Sell |
6,144,986
-398,630
| -6% | -$25.7M | 0.78% | 36 |
|
|
2013
Q2 | $399M | Buy |
+6,543,616
| New | +$396M | 0.83% | 33 |
|
Other funds holding INTU
