Addison 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 | $115K | Buy |
146
+33
| +29% | +$26K | 0.03% | 287 |
|
|
2025
Q1 | $69.4K | Sell |
113
-7
| -6% | -$4.3K | 0.02% | 349 |
|
|
2024
Q4 | $75.4K | Sell |
120
-22
| -15% | -$13.8K | 0.02% | 331 |
|
|
2024
Q3 | $88.2K | Buy |
142
+42
| +42% | +$26.1K | 0.02% | 321 |
|
|
2024
Q2 | $65.7K | Sell |
100
-2
| -2% | -$1.31K | 0.02% | 337 |
|
|
2024
Q1 | $66.3K | Buy |
102
+2
| +2% | +$1.3K | 0.02% | 328 |
|
|
2023
Q4 | $62.5K | Hold |
100
| – | – | 0.02% | 330 |
|
|
2023
Q3 | $51.1K | Hold |
100
| – | – | 0.02% | 320 |
|
|
2023
Q2 | $45.8K | Hold |
100
| – | – | 0.02% | 327 |
|
|
2023
Q1 | $44.6K | Sell |
100
-6
| -6% | -$2.68K | 0.03% | 310 |
|
|
2022
Q4 | $41.3K | Hold |
106
| – | – | 0.02% | 305 |
|
|
2022
Q3 | $41K | Buy |
106
+6
| +6% | +$2.32K | 0.03% | 282 |
|
|
2022
Q2 | $39K | Hold |
100
| – | – | 0.02% | 290 |
|
|
2022
Q1 | $48K | Buy |
100
+97
| +3,233% | +$46.6K | 0.03% | 294 |
|
|
2021
Q4 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 534 |
|