Waratah Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,794
| Closed | -$10.6M | – | 170 |
|
2024
Q4 | $10.6M | Buy |
+16,794
| New | +$10.6M | 0.35% | 60 |
|
2020
Q4 | – | Sell |
-6,010
| Closed | -$1.96M | – | 219 |
|
2020
Q3 | $1.96M | Buy |
+6,010
| New | +$1.96M | 0.21% | 70 |
|
2019
Q4 | – | Sell |
-6,996
| Closed | -$1.86M | – | 152 |
|
2019
Q3 | $1.86M | Buy |
+6,996
| New | +$1.86M | 0.21% | 81 |
|
2018
Q3 | – | Sell |
-1,600
| Closed | -$327K | – | 158 |
|
2018
Q2 | $327K | Buy |
+1,600
| New | +$327K | 0.04% | 123 |
|