Allworth Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $830K | Buy |
|
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $123K | Buy |
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|
2021
Q3 | $73K | Buy |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $23K | Buy |
|
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $17K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $3K | Buy |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $0 | Buy |
|