Arax Advisory Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.07M | Buy |
2,556
+328
| +15% | +$266K | 0.1% | 149 |
|
2025
Q1 | $1.37M | Sell |
2,228
-208
| -9% | -$128K | 0.09% | 144 |
|
2024
Q4 | $1.53M | Buy |
2,436
+84
| +4% | +$52.8K | 0.1% | 127 |
|
2024
Q3 | $1.46M | Sell |
2,352
-28
| -1% | -$17.4K | 0.13% | 89 |
|
2024
Q2 | $1.56M | Buy |
2,380
+534
| +29% | +$351K | 0.15% | 80 |
|
2024
Q1 | $1.2M | Buy |
1,846
+7
| +0.4% | +$4.55K | 0.13% | 91 |
|
2023
Q4 | $1.15M | Buy |
1,839
+10
| +0.5% | +$6.25K | 0.13% | 93 |
|
2023
Q3 | $934K | Buy |
1,829
+1,041
| +132% | +$532K | 0.12% | 101 |
|
2023
Q2 | $361K | Buy |
788
+761
| +2,819% | +$349K | 0.05% | 165 |
|
2023
Q1 | $12K | Buy |
27
+7
| +35% | +$3.12K | ﹤0.01% | 659 |
|
2022
Q4 | $7.79K | Sell |
20
-39
| -66% | -$15.2K | ﹤0.01% | 686 |
|
2022
Q3 | $23K | Sell |
59
-17
| -22% | -$6.63K | ﹤0.01% | 549 |
|
2022
Q2 | $29K | Buy |
76
+34
| +81% | +$13K | ﹤0.01% | 509 |
|
2022
Q1 | $20K | Buy |
42
+5
| +14% | +$2.38K | ﹤0.01% | 573 |
|
2021
Q4 | $24K | Buy |
37
+3
| +9% | +$1.95K | ﹤0.01% | 557 |
|
2021
Q3 | $18K | Buy |
34
+12
| +55% | +$6.35K | ﹤0.01% | 567 |
|
2021
Q2 | $11K | Buy |
+22
| New | +$11K | ﹤0.01% | 652 |
|
2018
Q3 | – | Sell |
-837
| Closed | -$171K | – | 667 |
|
2018
Q2 | $171K | Buy |
837
+3
| +0.4% | +$613 | 0.08% | 108 |
|
2018
Q1 | $144K | Buy |
834
+13
| +2% | +$2.25K | 0.07% | 108 |
|
2017
Q4 | $129K | Hold |
821
| – | – | 0.06% | 130 |
|
2017
Q3 | $116K | Sell |
821
-134
| -14% | -$18.9K | 0.06% | 134 |
|
2017
Q2 | $127K | Buy |
955
+132
| +16% | +$17.6K | 0.06% | 135 |
|
2017
Q1 | $95K | Buy |
823
+401
| +95% | +$46.3K | 0.05% | 134 |
|
2016
Q4 | $48K | Buy |
+422
| New | +$48K | 0.02% | 171 |
|