APG
Abacus Planning Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
2,867
+40
| +1% | +$31.5K | 0.34% | 39 |
|
|
2025
Q1 | $1.74M | Sell |
2,827
-3
| -0.1% | -$1.84K | 0.3% | 47 |
|
|
2024
Q4 | $1.78M | Sell |
2,830
-14
| -0.5% | -$8.8K | 0.31% | 48 |
|
|
2024
Q3 | $1.77M | Buy |
2,844
+184
| +7% | +$114K | 0.32% | 45 |
|
|
2024
Q2 | $1.75M | Buy |
2,660
+11
| +0.4% | +$7.23K | 0.34% | 44 |
|
|
2024
Q1 | $1.72M | Buy |
2,649
+7
| +0.3% | +$4.55K | 0.34% | 42 |
|
|
2023
Q4 | $1.65M | Sell |
2,642
-47
| -2% | -$29.4K | 0.35% | 40 |
|
|
2023
Q3 | $1.37M | Hold |
2,689
| – | – | 0.33% | 44 |
|
|
2023
Q2 | $1.23M | Buy |
2,689
+7
| +0.3% | +$3.21K | 0.3% | 48 |
|
|
2023
Q1 | $1.2M | Hold |
2,682
| – | – | 0.31% | 51 |
|
|
2022
Q4 | $1.04M | Sell |
2,682
-8
| -0.3% | -$3.11K | 0.29% | 56 |
|
|
2022
Q3 | $1.04M | Hold |
2,690
| – | – | 0.31% | 52 |
|
|
2022
Q2 | $1.04M | Sell |
2,690
-41
| -2% | -$15.8K | 0.31% | 53 |
|
|
2022
Q1 | $1.31M | Hold |
2,731
| – | – | 0.35% | 50 |
|
|
2021
Q4 | $1.76M | Buy |
2,731
+25
| +0.9% | +$16.1K | 0.47% | 42 |
|
|
2021
Q3 | $1.46M | Buy |
2,706
+8
| +0.3% | +$4.32K | 0.46% | 43 |
|
|
2021
Q2 | $1.32M | Sell |
2,698
-440
| -14% | -$216K | 0.4% | 48 |
|
|
2021
Q1 | $1.2M | Sell |
3,138
-110
| -3% | -$42.1K | 0.38% | 53 |
|
|
2020
Q4 | $1.23M | Sell |
3,248
-75
| -2% | -$28.5K | 0.38% | 46 |
|
|
2020
Q3 | $1.08M | Sell |
3,323
-285
| -8% | -$93K | 0.4% | 52 |
|
|
2020
Q2 | $1.07M | Sell |
3,608
-120
| -3% | -$35.6K | 0.44% | 47 |
|
|
2020
Q1 | $857K | Buy |
3,728
+34
| +0.9% | +$7.82K | 0.42% | 48 |
|
|
2019
Q4 | $968K | Buy |
3,694
+300
| +9% | +$78.6K | 0.44% | 46 |
|
|
2019
Q3 | $903K | Buy |
3,394
+576
| +20% | +$153K | 0.45% | 48 |
|
|
2019
Q2 | $736K | Sell |
2,818
-192
| -6% | -$50.1K | 0.44% | 50 |
|
|
2019
Q1 | $787K | Sell |
3,010
-39
| -1% | -$10.2K | 0.49% | 46 |
|
|
2018
Q4 | $600K | Sell |
3,049
-294
| -9% | -$57.9K | 0.45% | 54 |
|
|
2018
Q3 | $760K | Hold |
3,343
| – | – | 0.51% | 45 |
|
|
2018
Q2 | $682K | Hold |
3,343
| – | – | 0.51% | 46 |
|
|
2018
Q1 | $580K | Buy |
3,343
+895
| +37% | +$155K | 0.47% | 50 |
|
|
2017
Q4 | $386K | Buy |
+2,448
| New | +$386K | 0.39% | 56 |
|