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 |
|