Whalerock Point Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
1,456
+4
| +0.3% | +$3.15K | 0.25% | 65 |
|
|
2025
Q1 | $892K | Buy |
1,452
+10
| +0.7% | +$6.14K | 0.21% | 71 |
|
|
2024
Q4 | $906K | Hold |
1,442
| – | – | 0.21% | 68 |
|
|
2024
Q3 | $895K | Buy |
1,442
+266
| +23% | +$165K | 0.21% | 71 |
|
|
2024
Q2 | $773K | Hold |
1,176
| – | – | 0.21% | 75 |
|
|
2024
Q1 | $764K | Hold |
1,176
| – | – | 0.21% | 77 |
|
|
2023
Q4 | $735K | Hold |
1,176
| – | – | 0.23% | 75 |
|
|
2023
Q3 | $601K | Hold |
1,176
| – | – | 0.21% | 79 |
|
|
2023
Q2 | $539K | Buy |
1,176
+31
| +3% | +$14.2K | 0.18% | 81 |
|
|
2023
Q1 | $510K | Hold |
1,145
| – | – | 0.19% | 80 |
|
|
2022
Q4 | $446K | Buy |
1,145
+30
| +3% | +$11.7K | 0.18% | 85 |
|
|
2022
Q3 | $432K | Hold |
1,115
| – | – | 0.19% | 82 |
|
|
2022
Q2 | $430K | Hold |
1,115
| – | – | 0.18% | 84 |
|
|
2022
Q1 | $536K | Hold |
1,115
| – | – | 0.19% | 82 |
|
|
2021
Q4 | $717K | Hold |
1,115
| – | – | 0.25% | 72 |
|
|
2021
Q3 | $602K | Hold |
1,115
| – | – | 0.23% | 75 |
|
|
2021
Q2 | $547K | Hold |
1,115
| – | – | 0.21% | 84 |
|
|
2021
Q1 | $427K | Hold |
1,115
| – | – | 0.19% | 86 |
|
|
2020
Q4 | $424K | Buy |
1,115
+772
| +225% | +$294K | 0.2% | 82 |
|
|
2020
Q3 | $343K | Sell |
343
-657
| -66% | -$656K | 0.19% | 85 |
|
|
2020
Q2 | $296K | Hold |
1,000
| – | – | 0.17% | 91 |
|
|
2020
Q1 | $230K | Hold |
1,000
| – | – | 0.16% | 97 |
|
|
2019
Q4 | $262K | Hold |
1,000
| – | – | 0.14% | 123 |
|
|
2019
Q3 | $266K | Hold |
1,000
| – | – | 0.14% | 123 |
|
|
2019
Q2 | $261K | Hold |
1,000
| – | – | 0.15% | 120 |
|
|
2019
Q1 | $261K | Buy |
+1,000
| New | +$261K | 0.17% | 110 |
|