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INTU position history

The shares of Intuit (INTU) that MATRIX ASSET ADVISORS INC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q1: 450 shares, $201K, 0.03% of portfolio, New
  2. 2023 Q2: 450 shares, $206K, 0.03% of portfolio
  3. 2023 Q3: 450 shares, $230K, 0.03% of portfolio
  4. 2023 Q4: 450 shares, $281K, 0.04% of portfolio
  5. 2024 Q1: 450 shares, $293K, 0.03% of portfolio
  6. 2024 Q2: 450 shares, $296K, 0.04% of portfolio
  7. 2024 Q3: 450 shares, $279K, 0.03% of portfolio
  8. 2024 Q4: 700 shares, $440K, 0.05% of portfolio, Add +55.6%
  9. 2025 Q1: 450 shares, $276K, 0.03% of portfolio, Reduce −35.7%
  10. 2025 Q2: 900 shares, $709K, 0.07% of portfolio, Add +100.0%
  11. 2025 Q3: 451 shares, $308K, 0.03% of portfolio, Reduce −49.9%
  12. 2025 Q4: 450 shares, $298K, 0.03% of portfolio, Reduce −0.2%
  13. 2026 Q1: 3,693 shares, $1.6M, 0.15% of portfolio, Add +720.7%
  14. 2026 Q2: 10,770 shares, $2.8M, 0.23% of portfolio, Add +191.6%
  15. 2026 Q3: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders