ARC
Advisor Resource Council’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-680
| Closed | -$381K | – | 356 |
|
|
2025
Q1 | $381K | Buy |
+680
| New | +$381K | 0.03% | 416 |
|
|
2024
Q4 | – | Sell |
-459
| Closed | -$285K | – | 162 |
|
|
2024
Q3 | $285K | Buy |
+459
| New | +$285K | 0.13% | 177 |
|
|
2024
Q2 | – | Sell |
-1,313
| Closed | -$821K | – | 125 |
|
|
2024
Q1 | $821K | Buy |
1,313
+968
| +281% | +$605K | 0.35% | 71 |
|
|
2023
Q4 | $216K | Sell |
345
-1,219
| -78% | -$763K | 0.03% | 432 |
|
|
2023
Q3 | $799K | Sell |
1,564
-25
| -2% | -$12.8K | 0.41% | 42 |
|
|
2023
Q2 | $728K | Sell |
1,589
-227
| -13% | -$104K | 0.33% | 51 |
|
|
2023
Q1 | $795K | Buy |
1,816
+59
| +3% | +$25.8K | 0.2% | 133 |
|
|
2022
Q4 | $684K | Sell |
1,757
-794
| -31% | -$309K | 0.33% | 59 |
|
|
2022
Q3 | $988K | Sell |
2,551
-5,968
| -70% | -$2.31M | 0.67% | 37 |
|
|
2022
Q2 | $3.28M | Buy |
8,519
+2,838
| +50% | +$1.09M | 0.3% | 65 |
|
|
2022
Q1 | $2.73M | Sell |
5,681
-3,013
| -35% | -$1.45M | 0.82% | 30 |
|
|
2021
Q4 | $5.59M | Buy |
8,694
+3,311
| +62% | +$2.13M | 0.44% | 44 |
|
|
2021
Q3 | $2.9M | Sell |
5,383
-1,445
| -21% | -$780K | 0.88% | 26 |
|
|
2021
Q2 | $3.35M | Buy |
+6,828
| New | +$3.35M | 0.35% | 61 |
|