Waverton Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233M | Buy |
295,313
+2,332
| +0.8% | +$1.84M | 3.2% | 17 |
|
|
2025
Q1 | $180M | Buy |
292,981
+29,568
| +11% | +$18.2M | 2.78% | 16 |
|
|
2024
Q4 | $166M | Buy |
263,413
+6,776
| +3% | +$4.26M | 2.64% | 20 |
|
|
2024
Q3 | $159M | Buy |
256,637
+7,862
| +3% | +$4.88M | 2.62% | 20 |
|
|
2024
Q2 | $163M | Buy |
248,775
+5,434
| +2% | +$3.57M | 3.08% | 15 |
|
|
2024
Q1 | $158M | Sell |
243,341
-23,491
| -9% | -$15.3M | 3.29% | 15 |
|
|
2023
Q4 | $167M | Buy |
266,832
+4,304
| +2% | +$2.69M | 4.05% | 12 |
|
|
2023
Q3 | $134M | Buy |
262,528
+126
| +0% | +$64.4K | 3.88% | 12 |
|
|
2023
Q2 | $120M | Buy |
262,402
+4,940
| +2% | +$2.26M | 3.42% | 13 |
|
|
2023
Q1 | $115M | Sell |
257,462
-6,832
| -3% | -$3.05M | 3.54% | 12 |
|
|
2022
Q4 | $103M | Sell |
264,294
-7,306
| -3% | -$2.84M | 3.78% | 10 |
|
|
2022
Q3 | $105M | Buy |
271,600
+21,463
| +9% | +$8.31M | 4.3% | 10 |
|
|
2022
Q2 | $96.4M | Buy |
250,137
+5,448
| +2% | +$2.1M | 3.75% | 13 |
|
|
2022
Q1 | $118M | Buy |
244,689
+12,440
| +5% | +$5.98M | 3.97% | 13 |
|
|
2021
Q4 | $149M | Buy |
232,249
+465
| +0.2% | +$299K | 4.74% | 8 |
|
|
2021
Q3 | $125M | Sell |
231,784
-32,402
| -12% | -$17.5M | 4.93% | 8 |
|
|
2021
Q2 | $129M | Buy |
264,186
+1,091
| +0.4% | +$535K | 5.03% | 8 |
|
|
2021
Q1 | $101M | Sell |
263,095
-10,374
| -4% | -$3.97M | 4.37% | 11 |
|
|
2020
Q4 | $104M | Sell |
273,469
-1,814
| -0.7% | -$689K | 4.79% | 7 |
|
|
2020
Q3 | $89.8M | Sell |
275,283
-25
| -0% | -$8.16K | 4.46% | 9 |
|
|
2020
Q2 | $81.5M | Sell |
275,308
-24,592
| -8% | -$7.28M | 4.42% | 11 |
|
|
2020
Q1 | $69M | Buy |
299,900
+3,580
| +1% | +$823K | 4.47% | 10 |
|
|
2019
Q4 | $77.6M | Buy |
296,320
+5,474
| +2% | +$1.43M | 4.01% | 15 |
|
|
2019
Q3 | $77.3M | Sell |
290,846
-18,161
| -6% | -$4.83M | 3.95% | 13 |
|
|
2019
Q2 | $80.8M | Buy |
309,007
+21,220
| +7% | +$5.55M | 4.07% | 13 |
|
|
2019
Q1 | $75.2M | Buy |
287,787
+18,471
| +7% | +$4.83M | 3.92% | 12 |
|
|
2018
Q4 | $53M | Buy |
269,316
+52,832
| +24% | +$10.4M | 3.21% | 16 |
|
|
2018
Q3 | $49.2M | Buy |
+216,484
| New | +$49.2M | 2.42% | 17 |
|
|
2014
Q2 | – | Sell |
-39,910
| Closed | -$3.1M | – | 121 |
|
|
2014
Q1 | $3.1M | Buy |
39,910
+330
| +0.8% | +$25.6K | 0.15% | 115 |
|
|
2013
Q4 | $3.02M | Hold |
39,580
| – | – | 0.15% | 111 |
|
|
2013
Q3 | $2.63M | Buy |
+39,580
| New | +$2.63M | 0.15% | 117 |
|