AE Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
7,460
+2,331
| +45% | +$1.84M | 0.04% | 335 |
|
|
2025
Q1 | $3.15M | Sell |
5,129
-850
| -14% | -$522K | 0.03% | 433 |
|
|
2024
Q4 | $3.76M | Sell |
5,979
-2,124
| -26% | -$1.33M | 0.03% | 397 |
|
|
2024
Q3 | $5.03M | Sell |
8,103
-623
| -7% | -$387K | 0.05% | 332 |
|
|
2024
Q2 | $5.73M | Buy |
8,726
+3,169
| +57% | +$2.08M | 0.06% | 297 |
|
|
2024
Q1 | $3.61M | Sell |
5,557
-46,021
| -89% | -$29.9M | 0.04% | 365 |
|
|
2023
Q4 | $33.1M | Sell |
51,578
-2,714
| -5% | -$1.74M | 0.17% | 126 |
|
|
2023
Q3 | $27.7M | Buy |
54,292
+22,258
| +69% | +$11.4M | 0.17% | 134 |
|
|
2023
Q2 | $14.7M | Buy |
32,034
+9,810
| +44% | +$4.49M | 0.09% | 272 |
|
|
2023
Q1 | $9.91M | Buy |
22,224
+7,852
| +55% | +$3.5M | 0.06% | 342 |
|
|
2022
Q4 | $5.59M | Buy |
14,372
+427
| +3% | +$166K | 0.04% | 450 |
|
|
2022
Q3 | $5.4M | Sell |
13,945
-1,289
| -8% | -$499K | 0.04% | 417 |
|
|
2022
Q2 | $5.87M | Buy |
15,234
+3,938
| +35% | +$1.52M | 0.05% | 385 |
|
|
2022
Q1 | $5.43M | Buy |
11,296
+1,047
| +10% | +$503K | 0.04% | 415 |
|
|
2021
Q4 | $6.59M | Buy |
10,249
+93
| +0.9% | +$59.8K | 0.05% | 366 |
|
|
2021
Q3 | $5.48M | Buy |
10,156
+1,367
| +16% | +$737K | 0.05% | 362 |
|
|
2021
Q2 | $4.31M | Sell |
8,789
-7,667
| -47% | -$3.76M | 0.04% | 410 |
|
|
2021
Q1 | $6.3M | Buy |
16,456
+264
| +2% | +$101K | 0.06% | 275 |
|
|
2020
Q4 | $6.15M | Buy |
16,192
+333
| +2% | +$127K | 0.07% | 244 |
|
|
2020
Q3 | $5.17M | Buy |
15,859
+164
| +1% | +$53.5K | 0.07% | 226 |
|
|
2020
Q2 | $4.65M | Buy |
15,695
+7,980
| +103% | +$2.36M | 0.07% | 230 |
|
|
2020
Q1 | $1.77M | Sell |
7,715
-281
| -4% | -$64.6K | 0.04% | 334 |
|
|
2019
Q4 | $2.09M | Buy |
7,996
+2,326
| +41% | +$609K | 0.05% | 331 |
|
|
2019
Q3 | $1.51M | Buy |
5,670
+264
| +5% | +$70.2K | 0.04% | 338 |
|
|
2019
Q2 | $1.41M | Buy |
5,406
+2,793
| +107% | +$730K | 0.04% | 317 |
|
|
2019
Q1 | $683K | Buy |
+2,613
| New | +$683K | 0.05% | 283 |
|
|
2018
Q4 | – | Sell |
-1,781
| Closed | -$405K | – | 532 |
|
|
2018
Q3 | $405K | Sell |
1,781
-543
| -23% | -$123K | 0.02% | 372 |
|
|
2018
Q2 | $475K | Buy |
+2,324
| New | +$475K | 0.03% | 264 |
|