Wendell David Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4M | Sell |
39,917
-116
| -0.3% | -$91.4K | 3.16% | 8 |
|
|
2025
Q1 | $24.6M | Buy |
40,033
+180
| +0.5% | +$111K | 2.45% | 11 |
|
|
2024
Q4 | $25M | Sell |
39,853
-146
| -0.4% | -$91.8K | 2.48% | 10 |
|
|
2024
Q3 | $24.8M | Buy |
39,999
+43
| +0.1% | +$26.7K | 2.38% | 9 |
|
|
2024
Q2 | $26.3M | Sell |
39,956
-165
| -0.4% | -$108K | 2.68% | 8 |
|
|
2024
Q1 | $26.1M | Sell |
40,121
-421
| -1% | -$274K | 2.64% | 8 |
|
|
2023
Q4 | $25.3M | Buy |
40,542
+1,303
| +3% | +$814K | 2.73% | 8 |
|
|
2023
Q3 | $20M | Buy |
39,239
+1,048
| +3% | +$535K | 2.36% | 10 |
|
|
2023
Q2 | $17.5M | Buy |
38,191
+895
| +2% | +$410K | 1.98% | 16 |
|
|
2023
Q1 | $16.6M | Buy |
37,296
+1,203
| +3% | +$536K | 1.97% | 14 |
|
|
2022
Q4 | $14M | Buy |
36,093
+626
| +2% | +$244K | 1.73% | 21 |
|
|
2022
Q3 | $13.7M | Buy |
35,467
+284
| +0.8% | +$110K | 1.85% | 17 |
|
|
2022
Q2 | $13.6M | Buy |
35,183
+190
| +0.5% | +$73.2K | 1.72% | 20 |
|
|
2022
Q1 | $16.8M | Sell |
34,993
-935
| -3% | -$450K | 1.87% | 17 |
|
|
2021
Q4 | $23.1M | Sell |
35,928
-5,947
| -14% | -$3.83M | 2.34% | 11 |
|
|
2021
Q3 | $22.6M | Sell |
41,875
-2,050
| -5% | -$1.11M | 2.52% | 11 |
|
|
2021
Q2 | $21.5M | Sell |
43,925
-503
| -1% | -$247K | 2.41% | 11 |
|
|
2021
Q1 | $17M | Sell |
44,428
-458
| -1% | -$175K | 2.05% | 16 |
|
|
2020
Q4 | $17.1M | Buy |
44,886
+600
| +1% | +$228K | 2.08% | 15 |
|
|
2020
Q3 | $14.4M | Sell |
44,286
-780
| -2% | -$254K | 1.93% | 17 |
|
|
2020
Q2 | $13.3M | Sell |
45,066
-1,275
| -3% | -$378K | 1.93% | 16 |
|
|
2020
Q1 | $10.7M | Sell |
46,341
-457
| -1% | -$105K | 1.8% | 17 |
|
|
2019
Q4 | $12.3M | Buy |
46,798
+1,090
| +2% | +$286K | 1.69% | 17 |
|
|
2019
Q3 | $12.2M | Buy |
45,708
+208
| +0.5% | +$55.3K | 1.78% | 17 |
|
|
2019
Q2 | $11.9M | Sell |
45,500
-508
| -1% | -$133K | 1.78% | 16 |
|
|
2019
Q1 | $12M | Sell |
46,008
-825
| -2% | -$216K | 1.87% | 15 |
|
|
2018
Q4 | $9.22M | Sell |
46,833
-54
| -0.1% | -$10.6K | 1.66% | 18 |
|
|
2018
Q3 | $10.7M | Sell |
46,887
-370
| -0.8% | -$84.1K | 1.66% | 17 |
|
|
2018
Q2 | $9.66M | Sell |
47,257
-132
| -0.3% | -$27K | 1.65% | 18 |
|
|
2018
Q1 | $8.22M | Sell |
47,389
-7,730
| -14% | -$1.34M | 1.48% | 21 |
|
|
2017
Q4 | $8.7M | Sell |
55,119
-104
| -0.2% | -$16.4K | 1.49% | 22 |
|
|
2017
Q3 | $7.85M | Buy |
55,223
+225
| +0.4% | +$32K | 1.39% | 22 |
|
|
2017
Q2 | $7.3M | Sell |
54,998
-2,125
| -4% | -$282K | 1.38% | 23 |
|
|
2017
Q1 | $6.63M | Sell |
57,123
-1,425
| -2% | -$165K | 1.27% | 25 |
|
|
2016
Q4 | $6.71M | Buy |
58,548
+1,122
| +2% | +$129K | 1.32% | 25 |
|
|
2016
Q3 | $6.32M | Buy |
57,426
+1,025
| +2% | +$113K | 1.25% | 25 |
|
|
2016
Q2 | $6.32M | Sell |
56,401
-2,438
| -4% | -$273K | 1.24% | 26 |
|
|
2016
Q1 | $6.12M | Sell |
58,839
-1,127
| -2% | -$117K | 1.19% | 25 |
|
|
2015
Q4 | $5.82M | Buy |
59,966
+82
| +0.1% | +$7.95K | 1.15% | 27 |
|
|
2015
Q3 | $5.33M | Sell |
59,884
-162
| -0.3% | -$14.4K | 1.09% | 28 |
|
|
2015
Q2 | $6.07M | Sell |
60,046
-400
| -0.7% | -$40.4K | 1.18% | 27 |
|
|
2015
Q1 | $5.86M | Sell |
60,446
-1,225
| -2% | -$119K | 1.13% | 29 |
|
|
2014
Q4 | $5.67M | Buy |
61,671
+100
| +0.2% | +$9.2K | 1.11% | 30 |
|
|
2014
Q3 | $5.42M | Buy |
61,571
+825
| +1% | +$72.6K | 1.13% | 30 |
|
|
2014
Q2 | $4.92M | Sell |
60,746
-75
| -0.1% | -$6.07K | 1.04% | 32 |
|
|
2014
Q1 | $4.74M | Buy |
60,821
+875
| +1% | +$68.2K | 1.03% | 33 |
|
|
2013
Q4 | $4.56M | Buy |
59,946
+4,245
| +8% | +$323K | 1% | 31 |
|
|
2013
Q3 | $3.68M | Buy |
55,701
+3,091
| +6% | +$204K | 0.88% | 36 |
|
|
2013
Q2 | $3.21M | Buy |
+52,610
| New | +$3.21M | 0.8% | 39 |
|