Arkadios Wealth 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
$1.91M Buy
2,430
+412
+20% +$325K 0.06% 358
2025
Q1
$1.24M Buy
2,018
+20
+1% +$12.3K 0.05% 393
2024
Q4
$1.26M Buy
1,998
+55
+3% +$34.6K 0.07% 284
2024
Q3
$1.21M Buy
1,943
+486
+33% +$302K 0.07% 281
2024
Q2
$958K Buy
1,457
+167
+13% +$110K 0.06% 292
2024
Q1
$838K Buy
1,290
+48
+4% +$31.2K 0.07% 271
2023
Q4
$777K Sell
1,242
-179
-13% -$112K 0.07% 270
2023
Q3
$726K Buy
1,421
+16
+1% +$8.18K 0.07% 269
2023
Q2
$644K Buy
1,405
+419
+42% +$192K 0.07% 255
2023
Q1
$439K Sell
986
-38
-4% -$16.9K 0.05% 333
2022
Q4
$399K Hold
1,024
0.05% 335
2022
Q3
$397K Buy
1,024
+173
+20% +$67.1K 0.06% 318
2022
Q2
$328K Buy
851
+219
+35% +$84.4K 0.05% 375
2022
Q1
$304K Buy
632
+181
+40% +$87.1K 0.04% 421
2021
Q4
$290K Sell
451
-64
-12% -$41.2K 0.04% 453
2021
Q3
$278K Buy
515
+129
+33% +$69.6K 0.04% 422
2021
Q2
$189K Sell
386
-235
-38% -$115K 0.02% 542
2021
Q1
$237K Buy
621
+576
+1,280% +$220K 0.04% 379
2020
Q4
$17K Sell
45
-73
-62% -$27.6K ﹤0.01% 804
2020
Q3
$40.3K Sell
118
-6
-5% -$2.05K 0.02% 450
2020
Q2
$35.4K Sell
124
-1,735
-93% -$495K 0.02% 425
2020
Q1
$428K Buy
1,859
+1,843
+11,519% +$424K 0.27% 87
2019
Q4
$4.77K Buy
+16
New +$4.77K ﹤0.01% 705