XXEC Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
13,414
-1,934
| -13% | -$1.52M | 8.49% | 2 |
|
|
2025
Q1 | $9.42M | Sell |
15,348
-651
| -4% | -$400K | 8.17% | 5 |
|
|
2024
Q4 | $10.1M | Sell |
15,999
-1,007
| -6% | -$633K | 8.34% | 3 |
|
|
2024
Q3 | $10.6M | Sell |
17,006
-137
| -0.8% | -$85.1K | 7.98% | 3 |
|
|
2024
Q2 | $11.3M | Sell |
17,143
-587
| -3% | -$386K | 8.7% | 3 |
|
|
2024
Q1 | $11.5M | Hold |
17,730
| – | – | 8.67% | 3 |
|
|
2023
Q4 | $11.1M | Sell |
17,730
-906
| -5% | -$566K | 8.72% | 3 |
|
|
2023
Q3 | $9.52M | Sell |
18,636
-569
| -3% | -$291K | 8.03% | 3 |
|
|
2023
Q2 | $8.8M | Sell |
19,205
-275
| -1% | -$126K | 6.72% | 3 |
|
|
2023
Q1 | $8.68M | Sell |
19,480
-445
| -2% | -$198K | 6.93% | 4 |
|
|
2022
Q4 | $7.76M | Buy |
19,925
+12
| +0.1% | +$4.67K | 6.22% | 5 |
|
|
2022
Q3 | $7.71M | Sell |
19,913
-100
| -0.5% | -$38.7K | 6.64% | 4 |
|
|
2022
Q2 | $7.71M | Buy |
20,013
+150
| +0.8% | +$57.8K | 6.15% | 6 |
|
|
2022
Q1 | $9.83M | Buy |
19,863
+3,800
| +24% | +$1.88M | 6.84% | 4 |
|
|
2021
Q4 | $8.29M | Sell |
16,063
-77
| -0.5% | -$39.7K | 7.07% | 4 |
|
|
2021
Q3 | $8.71M | Sell |
16,140
-13,875
| -46% | -$7.49M | 6.62% | 4 |
|
|
2021
Q2 | $14.7M | Buy |
30,015
+668
| +2% | +$327K | 9.72% | 1 |
|
|
2021
Q1 | $11.2M | Hold |
29,347
| – | – | 7.91% | 2 |
|
|
2020
Q4 | $11.1M | Sell |
29,347
-933
| -3% | -$354K | 8.77% | 2 |
|
|
2020
Q3 | $9.99M | Buy |
+30,280
| New | +$9.99M | 9.52% | 2 |
|