AAM
Advisors Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
17,337
-1,404
| -7% | -$1.11M | 0.24% | 71 |
|
|
2025
Q1 | $11.5M | Buy |
18,741
+148
| +0.8% | +$90.9K | 0.22% | 91 |
|
|
2024
Q4 | $11.7M | Sell |
18,593
-1,441
| -7% | -$906K | 0.22% | 95 |
|
|
2024
Q3 | $12.4M | Buy |
20,034
+648
| +3% | +$402K | 0.23% | 86 |
|
|
2024
Q2 | $12.7M | Buy |
19,386
+1,000
| +5% | +$657K | 0.25% | 72 |
|
|
2024
Q1 | $12M | Buy |
18,386
+1,081
| +6% | +$703K | 0.23% | 90 |
|
|
2023
Q4 | $10.8M | Buy |
17,305
+4,126
| +31% | +$2.58M | 0.22% | 98 |
|
|
2023
Q3 | $6.73M | Buy |
13,179
+3,185
| +32% | +$1.63M | 0.15% | 171 |
|
|
2023
Q2 | $4.58M | Buy |
9,994
+2,958
| +42% | +$1.36M | 0.09% | 258 |
|
|
2023
Q1 | $3.14M | Buy |
7,036
+2,187
| +45% | +$975K | 0.06% | 375 |
|
|
2022
Q4 | $1.89M | Sell |
4,849
-151
| -3% | -$58.8K | 0.04% | 522 |
|
|
2022
Q3 | $1.94M | Sell |
5,000
-3,103
| -38% | -$1.2M | 0.04% | 512 |
|
|
2022
Q2 | $3.12M | Sell |
8,103
-229
| -3% | -$88.3K | 0.06% | 360 |
|
|
2022
Q1 | $4.01M | Sell |
8,332
-3,022
| -27% | -$1.45M | 0.06% | 337 |
|
|
2021
Q4 | $7.3M | Buy |
11,354
+1,275
| +13% | +$820K | 0.1% | 196 |
|
|
2021
Q3 | $5.44M | Buy |
10,079
+2,116
| +27% | +$1.14M | 0.08% | 238 |
|
|
2021
Q2 | $3.9M | Sell |
7,963
-1,249
| -14% | -$612K | 0.06% | 340 |
|
|
2021
Q1 | $3.53M | Buy |
9,212
+1,098
| +14% | +$421K | 0.05% | 367 |
|
|
2020
Q4 | $3.08M | Sell |
8,114
-509
| -6% | -$193K | 0.05% | 376 |
|
|
2020
Q3 | $2.81M | Sell |
8,623
-92
| -1% | -$30K | 0.05% | 343 |
|
|
2020
Q2 | $2.58M | Sell |
8,715
-1,328
| -13% | -$393K | 0.05% | 375 |
|
|
2020
Q1 | $2.31M | Buy |
10,043
+2,510
| +33% | +$577K | 0.06% | 347 |
|
|
2019
Q4 | $1.97M | Buy |
7,533
+603
| +9% | +$158K | 0.03% | 542 |
|
|
2019
Q3 | $1.84M | Buy |
6,930
+1,442
| +26% | +$383K | 0.03% | 555 |
|
|
2019
Q2 | $1.43M | Sell |
5,488
-4,987
| -48% | -$1.3M | 0.03% | 673 |
|
|
2019
Q1 | $2.74M | Sell |
10,475
-595
| -5% | -$156K | 0.05% | 442 |
|
|
2018
Q4 | $2.18M | Sell |
11,070
-1,447
| -12% | -$285K | 0.04% | 473 |
|
|
2018
Q3 | $2.85M | Sell |
12,517
-179
| -1% | -$40.7K | 0.05% | 458 |
|
|
2018
Q2 | $2.59M | Buy |
12,696
+953
| +8% | +$195K | 0.04% | 505 |
|
|
2018
Q1 | $1.96M | Sell |
11,743
-959
| -8% | -$160K | 0.03% | 610 |
|
|
2017
Q4 | $2M | Sell |
12,702
-4,116
| -24% | -$649K | 0.03% | 613 |
|
|
2017
Q3 | $2.39M | Sell |
16,818
-17
| -0.1% | -$2.42K | 0.04% | 557 |
|
|
2017
Q2 | $2.24M | Sell |
16,835
-633
| -4% | -$84.1K | 0.04% | 588 |
|
|
2017
Q1 | $2.03M | Buy |
17,468
+456
| +3% | +$52.9K | 0.03% | 627 |
|
|
2016
Q4 | $1.95M | Buy |
17,012
+6,928
| +69% | +$794K | 0.03% | 649 |
|
|
2016
Q3 | $1.11M | Buy |
10,084
+638
| +7% | +$70.2K | 0.02% | 828 |
|
|
2016
Q2 | $1.05M | Sell |
9,446
-8,096
| -46% | -$903K | 0.02% | 860 |
|
|
2016
Q1 | $1.83M | Sell |
17,542
-445
| -2% | -$46.3K | 0.03% | 661 |
|
|
2015
Q4 | $1.74M | Buy |
17,987
+1,904
| +12% | +$184K | 0.03% | 703 |
|
|
2015
Q3 | $1.43M | Sell |
16,083
-8,824
| -35% | -$783K | 0.02% | 766 |
|
|
2015
Q2 | $2.51M | Sell |
24,907
-5,932
| -19% | -$598K | 0.03% | 595 |
|
|
2015
Q1 | $2.99M | Buy |
30,839
+6,606
| +27% | +$640K | 0.04% | 524 |
|
|
2014
Q4 | $2.23M | Buy |
24,233
+8,268
| +52% | +$762K | 0.03% | 604 |
|
|
2014
Q3 | $1.4M | Sell |
15,965
-637
| -4% | -$55.8K | 0.02% | 721 |
|
|
2014
Q2 | $1.34M | Buy |
16,602
+6,539
| +65% | +$527K | 0.02% | 736 |
|
|
2014
Q1 | $782K | Buy |
10,063
+8,463
| +529% | +$658K | 0.01% | 848 |
|
|
2013
Q4 | $122K | Hold |
1,600
| – | – | ﹤0.01% | 1345 |
|
|
2013
Q3 | $106K | Sell |
1,600
-100
| -6% | -$6.63K | ﹤0.01% | 1329 |
|
|
2013
Q2 | $104K | Buy |
+1,700
| New | +$104K | ﹤0.01% | 1287 |
|