Avestar Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.63M | Buy |
4,609
+510
| +12% | +$402K | 0.25% | 66 |
|
2025
Q1 | $2.52M | Sell |
4,099
-64
| -2% | -$39.3K | 0.22% | 76 |
|
2024
Q4 | $2.62M | Buy |
4,163
+210
| +5% | +$132K | 0.22% | 77 |
|
2024
Q3 | $2.46M | Sell |
3,953
-276
| -7% | -$171K | 0.25% | 65 |
|
2024
Q2 | $2.78M | Buy |
4,229
+549
| +15% | +$361K | 0.29% | 58 |
|
2024
Q1 | $2.39M | Buy |
3,680
+388
| +12% | +$252K | 0.25% | 66 |
|
2023
Q4 | $2.06M | Buy |
3,292
+360
| +12% | +$225K | 0.23% | 58 |
|
2023
Q3 | $1.5M | Buy |
2,932
+190
| +7% | +$97.1K | 0.21% | 64 |
|
2023
Q2 | $1.26M | Buy |
2,742
+215
| +9% | +$98.5K | 0.2% | 55 |
|
2023
Q1 | $1.13M | Buy |
2,527
+1,468
| +139% | +$655K | 0.2% | 58 |
|
2022
Q4 | $412K | Buy |
1,059
+42
| +4% | +$16.4K | 0.07% | 148 |
|
2022
Q3 | $394K | Buy |
1,017
+186
| +22% | +$72.1K | 0.1% | 137 |
|
2022
Q2 | $320K | Buy |
831
+130
| +19% | +$50.1K | 0.08% | 175 |
|
2022
Q1 | $337K | Buy |
701
+75
| +12% | +$36.1K | 0.05% | 249 |
|
2021
Q4 | $403K | Buy |
+626
| New | +$403K | 0.05% | 222 |
|
2019
Q3 | – | Sell |
-18
| Closed | -$3K | – | 495 |
|
2019
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 637 |
|
2019
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 614 |
|
2018
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 634 |
|
2018
Q3 | $3K | Sell |
18
-6
| -25% | -$1K | ﹤0.01% | 601 |
|
2018
Q2 | $3K | Buy |
24
+3
| +14% | +$375 | ﹤0.01% | 640 |
|
2018
Q1 | $3K | Buy |
21
+14
| +200% | +$2K | ﹤0.01% | 597 |
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 701 |
|