Atria Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
24,266
+3,094
| +15% | +$2.44M | 0.23% | 84 |
|
|
2025
Q1 | $13M | Sell |
21,172
-5,735
| -21% | -$3.52M | 0.17% | 133 |
|
|
2024
Q4 | $16.9M | Sell |
26,907
-1,306
| -5% | -$821K | 0.21% | 94 |
|
|
2024
Q3 | $17.5M | Buy |
28,213
+821
| +3% | +$510K | 0.22% | 94 |
|
|
2024
Q2 | $18M | Buy |
27,392
+2,465
| +10% | +$1.62M | 0.23% | 80 |
|
|
2024
Q1 | $16.2M | Sell |
24,927
-1,211
| -5% | -$787K | 0.22% | 94 |
|
|
2023
Q4 | $16.3M | Buy |
26,138
+466
| +2% | +$291K | 0.25% | 84 |
|
|
2023
Q3 | $13.1M | Buy |
25,672
+155
| +0.6% | +$79.2K | 0.23% | 89 |
|
|
2023
Q2 | $11.7M | Buy |
25,517
+4,857
| +24% | +$2.23M | 0.21% | 101 |
|
|
2023
Q1 | $9.21M | Buy |
20,660
+3,899
| +23% | +$1.74M | 0.17% | 146 |
|
|
2022
Q4 | $6.52M | Sell |
16,761
-1,163
| -6% | -$453K | 0.13% | 194 |
|
|
2022
Q3 | $6.94M | Buy |
17,924
+43
| +0.2% | +$16.7K | 0.15% | 163 |
|
|
2022
Q2 | $6.89M | Sell |
17,881
-681
| -4% | -$262K | 0.14% | 177 |
|
|
2022
Q1 | $8.93M | Sell |
18,562
-660
| -3% | -$317K | 0.16% | 163 |
|
|
2021
Q4 | $12.4M | Buy |
19,222
+2,854
| +17% | +$1.84M | 0.22% | 107 |
|
|
2021
Q3 | $8.83M | Sell |
16,368
-1,049
| -6% | -$566K | 0.16% | 143 |
|
|
2021
Q2 | $8.54M | Buy |
17,417
+81
| +0.5% | +$39.7K | 0.16% | 142 |
|
|
2021
Q1 | $6.64M | Sell |
17,336
-2,853
| -14% | -$1.09M | 0.15% | 161 |
|
|
2020
Q4 | $7.67M | Buy |
20,189
+1,290
| +7% | +$490K | 0.19% | 129 |
|
|
2020
Q3 | $6.17M | Buy |
18,899
+6,419
| +51% | +$2.09M | 0.19% | 127 |
|
|
2020
Q2 | $3.7M | Buy |
+12,480
| New | +$3.7M | 0.13% | 189 |
|
|
2020
Q1 | – | Sell |
-25,036
| Closed | -$6.56M | – | 858 |
|
|
2019
Q4 | $6.56M | Buy |
25,036
+5,089
| +26% | +$1.33M | 0.18% | 120 |
|
|
2019
Q3 | $5.31M | Buy |
19,947
+1,108
| +6% | +$295K | 0.19% | 105 |
|
|
2019
Q2 | $5.15M | Buy |
18,839
+4,317
| +30% | +$1.18M | 0.19% | 107 |
|
|
2019
Q1 | $3.8M | Sell |
14,522
-433
| -3% | -$113K | 0.16% | 120 |
|
|
2018
Q4 | $2.94M | Buy |
14,955
+9,001
| +151% | +$1.77M | 0.13% | 126 |
|
|
2018
Q3 | $1.35M | Sell |
5,954
-747
| -11% | -$170K | 0.05% | 318 |
|
|
2018
Q2 | $1.37M | Sell |
6,701
-227
| -3% | -$46.4K | 0.06% | 310 |
|
|
2018
Q1 | $1.2M | Buy |
6,928
+1,846
| +36% | +$320K | 0.06% | 312 |
|
|
2017
Q4 | $802K | Buy |
5,082
+1,672
| +49% | +$264K | 0.04% | 378 |
|
|
2017
Q3 | $485K | Buy |
3,410
+1,269
| +59% | +$180K | 0.03% | 464 |
|
|
2017
Q2 | $284K | Buy |
+2,141
| New | +$284K | 0.02% | 577 |
|