Allworth Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
5,668
+2,654
| +88% | +$2.09M | 0.02% | 322 |
|
|
2025
Q1 | $1.85M | Buy |
3,014
+87
| +3% | +$53.5K | 0.01% | 413 |
|
|
2024
Q4 | $1.79M | Buy |
2,927
+50
| +2% | +$30.6K | 0.01% | 424 |
|
|
2024
Q3 | $1.79M | Buy |
2,877
+82
| +3% | +$50.9K | 0.01% | 356 |
|
|
2024
Q2 | $1.78M | Sell |
2,795
-178
| -6% | -$113K | 0.01% | 350 |
|
|
2024
Q1 | $1.93M | Buy |
2,973
+621
| +26% | +$404K | 0.01% | 323 |
|
|
2023
Q4 | $1.47M | Buy |
2,352
+132
| +6% | +$82.5K | 0.01% | 350 |
|
|
2023
Q3 | $1.13M | Buy |
2,220
+126
| +6% | +$64.4K | 0.01% | 359 |
|
|
2023
Q2 | $959K | Buy |
2,094
+232
| +12% | +$106K | 0.01% | 383 |
|
|
2023
Q1 | $830K | Buy |
1,862
+506
| +37% | +$226K | 0.01% | 376 |
|
|
2022
Q4 | $528K | Sell |
1,356
-317
| -19% | -$123K | 0.01% | 443 |
|
|
2022
Q3 | $648K | Buy |
1,673
+284
| +20% | +$110K | 0.01% | 381 |
|
|
2022
Q2 | $535K | Buy |
1,389
+551
| +66% | +$212K | 0.01% | 387 |
|
|
2022
Q1 | $403K | Buy |
838
+646
| +336% | +$311K | 0.01% | 429 |
|
|
2021
Q4 | $123K | Buy |
192
+56
| +41% | +$35.9K | ﹤0.01% | 638 |
|
|
2021
Q3 | $73K | Buy |
136
+71
| +109% | +$38.1K | ﹤0.01% | 690 |
|
|
2021
Q2 | $32K | Hold |
65
| – | – | ﹤0.01% | 724 |
|
|
2021
Q1 | $25K | Hold |
65
| – | – | ﹤0.01% | 736 |
|
|
2020
Q4 | $25K | Hold |
65
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $21K | Hold |
65
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $19K | Hold |
65
| – | – | ﹤0.01% | 594 |
|
|
2020
Q1 | $15K | Sell |
65
-20
| -24% | -$4.62K | ﹤0.01% | 609 |
|
|
2019
Q4 | $22K | Hold |
85
| – | – | ﹤0.01% | 506 |
|
|
2019
Q3 | $23K | Buy |
85
+20
| +31% | +$5.41K | ﹤0.01% | 437 |
|
|
2019
Q2 | $17K | Hold |
65
| – | – | ﹤0.01% | 485 |
|
|
2019
Q1 | $17K | Hold |
65
| – | – | ﹤0.01% | 480 |
|
|
2018
Q4 | $13K | Hold |
65
| – | – | ﹤0.01% | 478 |
|
|
2018
Q3 | $15K | Buy |
65
+51
| +364% | +$11.8K | ﹤0.01% | 481 |
|
|
2018
Q2 | $3K | Buy |
14
+13
| +1,300% | +$2.79K | ﹤0.01% | 723 |
|
|
2018
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 837 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 775 |
|