AO
Advisor OS’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
2,272
-249
| -10% | -$196K | 0.18% | 84 |
|
|
2025
Q1 | $1.55M | Buy |
2,521
+22
| +0.9% | +$13.5K | 0.18% | 81 |
|
|
2024
Q4 | $1.57M | Sell |
2,499
-687
| -22% | -$432K | 0.18% | 84 |
|
|
2024
Q3 | $1.98M | Sell |
3,186
-110
| -3% | -$68.3K | 0.2% | 95 |
|
|
2024
Q2 | $2.17M | Buy |
3,296
+116
| +4% | +$76.2K | 0.24% | 80 |
|
|
2024
Q1 | $2.07M | Buy |
3,180
+253
| +9% | +$164K | 0.24% | 78 |
|
|
2023
Q4 | $1.83M | Sell |
2,927
-642
| -18% | -$401K | 0.24% | 75 |
|
|
2023
Q3 | $1.82M | Buy |
3,569
+175
| +5% | +$89.4K | 0.27% | 67 |
|
|
2023
Q2 | $1.56M | Buy |
3,394
+125
| +4% | +$57.3K | 0.25% | 73 |
|
|
2023
Q1 | $1.46M | Buy |
3,269
+32
| +1% | +$14.3K | 0.35% | 71 |
|
|
2022
Q4 | $1.26M | Buy |
3,237
+512
| +19% | +$199K | 0.33% | 75 |
|
|
2022
Q3 | $1.06M | Sell |
2,725
-463
| -15% | -$180K | 0.32% | 69 |
|
|
2022
Q2 | $1.23M | Sell |
3,188
-44
| -1% | -$17K | 0.36% | 56 |
|
|
2022
Q1 | $1.56M | Sell |
3,232
-1,467
| -31% | -$706K | 0.45% | 49 |
|
|
2021
Q4 | $3.02M | Buy |
4,699
+145
| +3% | +$93.3K | 0.62% | 34 |
|
|
2021
Q3 | $2.46M | Sell |
4,554
-201
| -4% | -$108K | 0.53% | 41 |
|
|
2021
Q2 | $2.33M | Buy |
4,755
+647
| +16% | +$317K | 0.48% | 39 |
|
|
2021
Q1 | $1.57M | Buy |
4,108
+436
| +12% | +$167K | 0.36% | 53 |
|
|
2020
Q4 | $1.4M | Buy |
3,672
+1,099
| +43% | +$418K | 0.37% | 37 |
|
|
2020
Q3 | $840K | Buy |
2,573
+1,542
| +150% | +$503K | 0.35% | 35 |
|
|
2020
Q2 | $305K | Buy |
+1,031
| New | +$305K | 0.18% | 101 |
|