Atlas 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 | $14.2K | Hold |
18
| – | – | ﹤0.01% | 745 |
|
|
2025
Q1 | $11.1K | Hold |
18
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $11.3K | Hold |
18
| – | – | ﹤0.01% | 768 |
|
|
2024
Q3 | $11.2K | Sell |
18
-150
| -89% | -$93.2K | ﹤0.01% | 722 |
|
|
2024
Q2 | $110K | Hold |
168
| – | – | 0.01% | 487 |
|
|
2024
Q1 | $109K | Hold |
168
| – | – | 0.02% | 468 |
|
|
2023
Q4 | $105K | Hold |
168
| – | – | 0.02% | 497 |
|
|
2023
Q3 | $85.8K | Hold |
168
| – | – | 0.01% | 474 |
|
|
2023
Q2 | $77K | Sell |
168
-8
| -5% | -$3.67K | 0.01% | 517 |
|
|
2023
Q1 | $78.5K | Hold |
176
| – | – | 0.01% | 504 |
|
|
2022
Q4 | $68.5K | Hold |
176
| – | – | 0.01% | 494 |
|
|
2022
Q3 | $68.2K | Buy |
176
+8
| +5% | +$3.1K | 0.01% | 499 |
|
|
2022
Q2 | $64.8K | Buy |
168
+150
| +833% | +$57.8K | 0.01% | 522 |
|
|
2022
Q1 | $8.66K | Sell |
18
-17
| -49% | -$8.17K | ﹤0.01% | 722 |
|
|
2021
Q4 | $22.5K | Sell |
35
-87
| -71% | -$56K | ﹤0.01% | 624 |
|
|
2021
Q3 | $65.8K | Buy |
122
+104
| +578% | +$56.1K | 0.01% | 492 |
|
|
2021
Q2 | $8.82K | Buy |
+18
| New | +$8.82K | ﹤0.01% | 760 |
|
|
2021
Q1 | – | Sell |
-14
| Closed | -$5.32K | – | 808 |
|
|
2020
Q4 | $5.32K | Buy |
+14
| New | +$5.32K | ﹤0.01% | 621 |
|
|
2020
Q1 | – | Sell |
-732
| Closed | -$192K | – | 689 |
|
|
2019
Q4 | $192K | Sell |
732
-2,663
| -78% | -$698K | 0.05% | 322 |
|
|
2019
Q3 | $903K | Buy |
3,395
+3,371
| +14,046% | +$896K | 0.27% | 105 |
|
|
2019
Q2 | $6.27K | Buy |
+24
| New | +$6.27K | ﹤0.01% | 615 |
|
|
2018
Q4 | – | Sell |
-183
| Closed | -$42.3K | – | 582 |
|
|
2018
Q3 | $42.3K | Buy |
+183
| New | +$42.3K | 0.01% | 432 |
|