Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-175
Closed -$108K 481
2025
Q1
$108K Buy
175
+3
+2% +$1.8K ﹤0.01% 317
2024
Q4
$108K Buy
172
+5
+3% +$3.19K ﹤0.01% 331
2024
Q3
$104K Sell
167
-1
-0.6% -$638 ﹤0.01% 350
2024
Q2
$110K Buy
168
+16
+11% +$9.92K ﹤0.01% 336
2024
Q1
$98.8K Sell
152
-2
-1% -$1.28K ﹤0.01% 355
2023
Q4
$96.3K Buy
154
+20
+15% +$11K ﹤0.01% 338
2023
Q3
$68.5K Sell
134
-32
-19% -$16.2K ﹤0.01% 350
2023
Q2
$76.1K Buy
166
+14
+9% +$6.13K ﹤0.01% 361
2023
Q1
$67.8K Hold
152
﹤0.01% 369
2022
Q4
$59.2K Buy
152
+30
+25% +$11.9K ﹤0.01% 373
2022
Q3
$48K Buy
122
+7
+6% +$3.02K ﹤0.01% 400
2022
Q2
$44K Sell
115
-10
-8% -$4.14K ﹤0.01% 426
2022
Q1
$60K Hold
125
﹤0.01% 400
2021
Q4
$80K Sell
125
-49
-28% -$30.2K ﹤0.01% 363
2021
Q3
$93K Sell
174
-30
-15% -$16.2K ﹤0.01% 411
2021
Q2
$100K Buy
204
+19
+10% +$8.24K ﹤0.01% 407
2021
Q1
$71K Hold
185
﹤0.01% 437
2020
Q4
$70K Buy
185
+65
+54% +$22.8K ﹤0.01% 436
2020
Q3
$39K Buy
120
+45
+60% +$14.1K ﹤0.01% 492
2020
Q2
$22K Hold
75
﹤0.01% 541
2020
Q1
$17K Buy
+75
New +$20.3K ﹤0.01% 582
2018
Q3
Sell
-117
Closed -$24K 507
2018
Q2
$24K Buy
+117
New +$22.4K ﹤0.01% 537

Other funds holding INTU