Avantax Planning Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $947K | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $931K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $843K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $295K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $89K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $83K | Buy |
|