Waterloo Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
1,312
+336
| +34% | +$265K | 0.08% | 178 |
|
|
2025
Q1 | $599K | Buy |
976
+134
| +16% | +$82.2K | 0.06% | 223 |
|
|
2024
Q4 | $529K | Buy |
842
+54
| +7% | +$33.9K | 0.06% | 224 |
|
|
2024
Q3 | $490K | Buy |
788
+78
| +11% | +$48.5K | 0.05% | 240 |
|
|
2024
Q2 | $467K | Sell |
710
-291
| -29% | -$191K | 0.06% | 232 |
|
|
2024
Q1 | $651K | Buy |
1,001
+315
| +46% | +$205K | 0.08% | 190 |
|
|
2023
Q4 | $429K | Sell |
686
-121
| -15% | -$75.6K | 0.07% | 233 |
|
|
2023
Q3 | $412K | Buy |
807
+63
| +8% | +$32.2K | 0.12% | 117 |
|
|
2023
Q2 | $341K | Sell |
744
-417
| -36% | -$191K | 0.1% | 124 |
|
|
2023
Q1 | $518K | Buy |
+1,161
| New | +$518K | 0.16% | 87 |
|
|
2020
Q1 | $204K | Buy |
+885
| New | +$204K | 0.14% | 144 |
|