Waverton Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $225M | Buy |
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|
2025
Q2 | $233M | Buy |
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|
2025
Q1 | $180M | Buy |
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|
2024
Q4 | $166M | Buy |
|
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|
2024
Q3 | $159M | Buy |
|
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|
2024
Q2 | $163M | Buy |
|
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|
2024
Q1 | $158M | Sell |
|
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|
2023
Q4 | $167M | Buy |
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|
2023
Q3 | $134M | Buy |
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|
2023
Q2 | $120M | Buy |
|
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|
2023
Q1 | $115M | Sell |
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|
2022
Q4 | $103M | Sell |
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|
2022
Q3 | $105M | Buy |
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|
2022
Q2 | $96.4M | Buy |
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|
2022
Q1 | $118M | Buy |
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|
2021
Q4 | $149M | Buy |
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|
2021
Q3 | $125M | Sell |
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|
2021
Q2 | $129M | Buy |
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|
2021
Q1 | $101M | Sell |
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|
2020
Q4 | $104M | Sell |
|
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|
2020
Q3 | $89.8M | Sell |
|
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|
2020
Q2 | $81.5M | Sell |
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|
2020
Q1 | $69M | Buy |
|
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|
2019
Q4 | $77.6M | Buy |
|
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|
2019
Q3 | $77.3M | Sell |
|
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|
2019
Q2 | $80.8M | Buy |
|
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|
2019
Q1 | $75.2M | Buy |
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|
2018
Q4 | $53M | Buy |
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|
2018
Q3 | $49.2M | Buy |
|
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|
2014
Q2 | – | Sell |
|
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|
2014
Q1 | $3.1M | Buy |
|
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|
2013
Q4 | $3.02M | Hold |
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|
2013
Q3 | $2.63M | Buy |
|