180 Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
423
-14
| -3% | -$11K | 0.05% | 316 |
|
|
2025
Q1 | $268K | Sell |
437
-22
| -5% | -$13.5K | 0.04% | 339 |
|
|
2024
Q4 | $288K | Sell |
459
-11
| -2% | -$6.91K | 0.05% | 327 |
|
|
2024
Q3 | $292K | Buy |
470
+14
| +3% | +$8.69K | 0.05% | 336 |
|
|
2024
Q2 | $287K | Sell |
456
-4
| -0.9% | -$2.52K | 0.05% | 330 |
|
|
2024
Q1 | $299K | Sell |
460
-3
| -0.6% | -$1.95K | 0.05% | 297 |
|
|
2023
Q4 | $280K | Sell |
463
-5
| -1% | -$3.02K | 0.06% | 296 |
|
|
2023
Q3 | $239K | Sell |
468
-3
| -0.6% | -$1.53K | 0.05% | 298 |
|
|
2023
Q2 | $213K | Sell |
471
-22
| -4% | -$9.94K | 0.05% | 321 |
|
|
2023
Q1 | $220K | Buy |
+493
| New | +$220K | 0.05% | 322 |
|
|
2022
Q3 | – | Sell |
-647
| Closed | -$251K | – | 374 |
|
|
2022
Q2 | $251K | Sell |
647
-297
| -31% | -$115K | 0.06% | 301 |
|
|
2022
Q1 | $458K | Sell |
944
-251
| -21% | -$122K | 0.1% | 188 |
|
|
2021
Q4 | $632K | Sell |
1,195
-40
| -3% | -$21.2K | 0.14% | 144 |
|
|
2021
Q3 | $682K | Buy |
1,235
+59
| +5% | +$32.6K | 0.15% | 134 |
|
|
2021
Q2 | $623K | Sell |
1,176
-210
| -15% | -$111K | 0.14% | 141 |
|
|
2021
Q1 | $601K | Sell |
1,386
-446
| -24% | -$193K | 0.15% | 141 |
|
|
2020
Q4 | $705K | Sell |
1,832
-52
| -3% | -$20K | 0.2% | 118 |
|
|
2020
Q3 | $630K | Buy |
1,884
+98
| +5% | +$32.8K | 0.24% | 95 |
|
|
2020
Q2 | $517K | Buy |
1,786
+33
| +2% | +$9.55K | 0.21% | 107 |
|
|
2020
Q1 | $395K | Buy |
1,753
+448
| +34% | +$101K | 0.21% | 125 |
|
|
2019
Q4 | $356K | Sell |
1,305
-199
| -13% | -$54.3K | 0.14% | 175 |
|
|
2019
Q3 | $406K | Buy |
1,504
+350
| +30% | +$94.5K | 0.18% | 155 |
|
|
2019
Q2 | $321K | Buy |
+1,154
| New | +$321K | 0.14% | 172 |
|