Weatherly Asset 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 | $981K | Sell |
|
|||||
|
2025
Q2 | $1.14M | Sell |
|
|||||
|
2025
Q1 | $957K | Sell |
|
|||||
|
2024
Q4 | $986K | Buy |
|
|||||
|
2024
Q3 | $965K | Sell |
|
|||||
|
2024
Q2 | $1.13M | Sell |
|
|||||
|
2024
Q1 | $1.16M | Buy |
|
|||||
|
2023
Q4 | $1.12M | Hold |
|
|||||
|
2023
Q3 | $915K | Sell |
|
|||||
|
2023
Q2 | $976K | Sell |
|
|||||
|
2023
Q1 | $1.07M | Sell |
|
|||||
|
2022
Q4 | $985K | Sell |
|
|||||
|
2022
Q3 | $1.03M | Sell |
|
|||||
|
2022
Q2 | $1.04M | Buy |
|
|||||
|
2022
Q1 | $1.26M | Sell |
|
|||||
|
2021
Q4 | $1.81M | Sell |
|
|||||
|
2021
Q3 | $1.52M | Sell |
|
|||||
|
2021
Q2 | $1.39M | Sell |
|
|||||
|
2021
Q1 | $1.12M | Sell |
|
|||||
|
2020
Q4 | $1.16M | Sell |
|
|||||
|
2020
Q3 | $1M | Sell |
|
|||||
|
2020
Q2 | $939K | Hold |
|
|||||
|
2020
Q1 | $729K | Hold |
|
|||||
|
2019
Q4 | $830K | Buy |
|
|||||
|
2019
Q3 | $718K | Buy |
|
|||||
|
2019
Q2 | $664K | Sell |
|
|||||
|
2019
Q1 | $782K | Buy |
|
|||||
|
2018
Q4 | $208K | Hold |
|
|||||
|
2018
Q3 | $240K | Hold |
|
|||||
|
2018
Q2 | $216K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $770K | Hold |
|
|||||
|
2016
Q1 | $717K | Hold |
|
|||||
|
2015
Q4 | $665K | Buy |
|