Ameritas Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
329
-77
| -19% | -$60.6K | 0.01% | 667 |
|
|
2025
Q1 | $255K | Sell |
406
-610
| -60% | -$383K | 0.01% | 742 |
|
|
2024
Q4 | $639K | Buy |
1,016
+662
| +187% | +$416K | 0.02% | 519 |
|
|
2024
Q3 | $220K | Sell |
354
-27
| -7% | -$16.8K | 0.01% | 786 |
|
|
2024
Q2 | $251K | Sell |
381
-14
| -4% | -$9.21K | 0.01% | 789 |
|
|
2024
Q1 | $245K | Sell |
395
-15
| -4% | -$9.29K | 0.01% | 765 |
|
|
2023
Q4 | $267K | Sell |
410
-156
| -28% | -$101K | 0.01% | 579 |
|
|
2023
Q3 | $299K | Buy |
566
+18
| +3% | +$9.5K | 0.01% | 631 |
|
|
2023
Q2 | $245K | Buy |
548
+5
| +0.9% | +$2.24K | 0.03% | 467 |
|
|
2023
Q1 | $242K | Buy |
543
+6
| +1% | +$2.67K | 0.01% | 710 |
|
|
2022
Q4 | $209K | Buy |
537
+4
| +0.8% | +$1.56K | 0.01% | 814 |
|
|
2022
Q3 | $206K | Buy |
+533
| New | +$206K | 0.01% | 705 |
|
|
2022
Q2 | – | Sell |
-527
| Closed | -$254K | – | 824 |
|
|
2022
Q1 | $254K | Buy |
527
+8
| +2% | +$3.86K | 0.01% | 718 |
|
|
2021
Q4 | $334K | Buy |
+519
| New | +$334K | 0.01% | 615 |
|