Archford Capital Strategies’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
1,613
-1,731
| -52% | -$1.36M | 0.16% | 125 |
|
|
2025
Q1 | $2.05M | Sell |
3,344
-735
| -18% | -$451K | 0.3% | 92 |
|
|
2024
Q4 | $2.56M | Buy |
4,079
+24
| +0.6% | +$15.1K | 0.39% | 65 |
|
|
2024
Q3 | $2.5M | Buy |
4,055
+11
| +0.3% | +$6.79K | 0.38% | 66 |
|
|
2024
Q2 | $2.66M | Buy |
4,044
+43
| +1% | +$28.3K | 0.43% | 60 |
|
|
2024
Q1 | $2.6M | Buy |
4,001
+51
| +1% | +$33.2K | 0.44% | 61 |
|
|
2023
Q4 | $2.47M | Buy |
3,950
+212
| +6% | +$133K | 0.45% | 57 |
|
|
2023
Q3 | $1.91M | Buy |
3,738
+36
| +1% | +$18.4K | 0.38% | 67 |
|
|
2023
Q2 | $1.81M | Buy |
3,702
+159
| +4% | +$77.7K | 0.34% | 67 |
|
|
2023
Q1 | $1.56M | Buy |
3,543
+247
| +7% | +$108K | 0.32% | 71 |
|
|
2022
Q4 | $1.28M | Buy |
3,296
+617
| +23% | +$240K | 0.3% | 87 |
|
|
2022
Q3 | $1.04M | Buy |
2,679
+180
| +7% | +$69.7K | 0.27% | 97 |
|
|
2022
Q2 | $963K | Buy |
2,499
+243
| +11% | +$93.6K | 0.24% | 101 |
|
|
2022
Q1 | $1.12M | Buy |
2,256
+150
| +7% | +$74.4K | 0.25% | 94 |
|
|
2021
Q4 | $1.36M | Buy |
2,106
+30
| +1% | +$19.3K | 0.31% | 86 |
|
|
2021
Q3 | $1.12M | Buy |
2,076
+59
| +3% | +$31.8K | 0.26% | 96 |
|
|
2021
Q2 | $989K | Sell |
2,017
-1,966
| -49% | -$964K | 0.25% | 103 |
|
|
2021
Q1 | $1.66M | Buy |
3,983
+252
| +7% | +$105K | 0.44% | 57 |
|
|
2020
Q4 | $1.4M | Buy |
3,731
+400
| +12% | +$150K | 0.32% | 94 |
|
|
2020
Q3 | $1.09M | Buy |
3,331
+408
| +14% | +$133K | 0.29% | 99 |
|
|
2020
Q2 | $866K | Buy |
2,923
+138
| +5% | +$40.9K | 0.26% | 113 |
|
|
2020
Q1 | $641K | Buy |
+2,785
| New | +$641K | 0.25% | 126 |
|
|
2019
Q1 | – | Sell |
-54
| Closed | -$11K | – | 531 |
|
|
2018
Q4 | $11K | Hold |
54
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $12K | Hold |
54
| – | – | ﹤0.01% | 405 |
|
|
2018
Q2 | $11K | Hold |
54
| – | – | ﹤0.01% | 417 |
|
|
2018
Q1 | $9K | Buy |
+54
| New | +$9K | ﹤0.01% | 341 |
|
|
2017
Q2 | – | Sell |
-54
| Closed | -$6K | – | 395 |
|
|
2017
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 449 |
|
|
2016
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 400 |
|
|
2016
Q3 | $5K | Sell |
54
-54
| -50% | -$5K | ﹤0.01% | 413 |
|
|
2016
Q2 | $12K | Buy |
+108
| New | +$12K | 0.01% | 368 |
|
|
2016
Q1 | – | Sell |
-120
| Closed | -$12K | – | 377 |
|
|
2015
Q4 | $12K | Hold |
120
| – | – | 0.01% | 421 |
|
|
2015
Q3 | $10K | Buy |
120
+60
| +100% | +$5K | 0.01% | 334 |
|
|
2015
Q2 | $6K | Buy |
60
+15
| +33% | +$1.5K | ﹤0.01% | 356 |
|
|
2015
Q1 | $4.36K | Hold |
45
| – | – | ﹤0.01% | 394 |
|
|
2014
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 408 |
|
|
2014
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 410 |
|
|
2014
Q2 | $3.62K | Sell |
45
-367
| -89% | -$29.5K | ﹤0.01% | 550 |
|
|
2014
Q1 | $32K | Buy |
+412
| New | +$32K | 0.03% | 263 |
|