Aptus Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
35,193
+1,946
| +6% | +$1.53M | 0.23% | 79 |
|
|
2025
Q1 | $20.4M | Buy |
33,247
+2,714
| +9% | +$1.67M | 0.21% | 96 |
|
|
2024
Q4 | $19.2M | Buy |
30,533
+3,257
| +12% | +$2.05M | 0.2% | 98 |
|
|
2024
Q3 | $16.9M | Buy |
27,276
+4,389
| +19% | +$2.73M | 0.25% | 91 |
|
|
2024
Q2 | $15M | Sell |
22,887
-1,246
| -5% | -$819K | 0.26% | 83 |
|
|
2024
Q1 | $15.7M | Buy |
24,133
+1,858
| +8% | +$1.21M | 0.29% | 69 |
|
|
2023
Q4 | $13.9M | Sell |
22,275
-114
| -0.5% | -$71.3K | 0.38% | 65 |
|
|
2023
Q3 | $11.4M | Sell |
22,389
-1,235
| -5% | -$631K | 0.31% | 71 |
|
|
2023
Q2 | $10.8M | Sell |
23,624
-7,069
| -23% | -$3.24M | 0.26% | 75 |
|
|
2023
Q1 | $13.7M | Buy |
30,693
+25,338
| +473% | +$11.3M | 0.37% | 55 |
|
|
2022
Q4 | $2.08M | Sell |
5,355
-17,263
| -76% | -$6.72M | 0.06% | 205 |
|
|
2022
Q3 | $8.76M | Buy |
22,618
+10,574
| +88% | +$4.1M | 0.21% | 61 |
|
|
2022
Q2 | $4.64M | Buy |
12,044
+1,091
| +10% | +$420K | 0.12% | 100 |
|
|
2022
Q1 | $5.27M | Buy |
10,953
+3,385
| +45% | +$1.63M | 0.13% | 90 |
|
|
2021
Q4 | $4.87M | Buy |
7,568
+778
| +11% | +$500K | 0.15% | 87 |
|
|
2021
Q3 | $3.66M | Buy |
+6,790
| New | +$3.66M | 0.09% | 97 |
|