Beacon Investment Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5M | Sell |
42,551
-640
| -1% | -$504K | 1.48% | 19 |
|
|
2025
Q1 | $26.5M | Sell |
43,191
-122
| -0.3% | -$74.9K | 1.24% | 25 |
|
|
2024
Q4 | $27.2M | Buy |
43,313
+1,602
| +4% | +$1.01M | 1.18% | 28 |
|
|
2024
Q3 | $25.9M | Sell |
41,711
-16
| -0% | -$9.94K | 1.08% | 32 |
|
|
2024
Q2 | $27.4M | Buy |
41,727
+597
| +1% | +$392K | 1.18% | 28 |
|
|
2024
Q1 | $26.7M | Sell |
41,130
-672
| -2% | -$437K | 1.15% | 28 |
|
|
2023
Q4 | $26.1M | Sell |
41,802
-110
| -0.3% | -$68.8K | 1.19% | 27 |
|
|
2023
Q3 | $21.4M | Buy |
41,912
+594
| +1% | +$304K | 1.05% | 31 |
|
|
2023
Q2 | $18.9M | Buy |
41,318
+49
| +0.1% | +$22.5K | 0.87% | 35 |
|
|
2023
Q1 | $18.4M | Sell |
41,269
-1,221
| -3% | -$544K | 0.89% | 35 |
|
|
2022
Q4 | $16.5M | Sell |
42,490
-3,244
| -7% | -$1.26M | 0.85% | 40 |
|
|
2022
Q3 | $17.7M | Sell |
45,734
-252
| -0.5% | -$97.6K | 0.97% | 35 |
|
|
2022
Q2 | $17.7M | Sell |
45,986
-4,973
| -10% | -$1.92M | 0.92% | 33 |
|
|
2022
Q1 | $24.5M | Sell |
50,959
-367
| -0.7% | -$176K | 1.05% | 28 |
|
|
2021
Q4 | $33M | Buy |
51,326
+112
| +0.2% | +$72K | 1.28% | 18 |
|
|
2021
Q3 | $27.6M | Buy |
51,214
+17
| +0% | +$9.17K | 1.14% | 24 |
|
|
2021
Q2 | $25.1M | Sell |
51,197
-708
| -1% | -$347K | 1.02% | 29 |
|
|
2021
Q1 | $19.9M | Buy |
51,905
+547
| +1% | +$210K | 0.87% | 35 |
|
|
2020
Q4 | $19.5M | Buy |
51,358
+506
| +1% | +$192K | 0.9% | 31 |
|
|
2020
Q3 | $16.6M | Sell |
50,852
-512
| -1% | -$167K | 0.86% | 38 |
|
|
2020
Q2 | $15.2M | Buy |
51,364
+446
| +0.9% | +$132K | 0.87% | 37 |
|
|
2020
Q1 | $11.7M | Buy |
50,918
+597
| +1% | +$137K | 0.83% | 37 |
|
|
2019
Q4 | $13.2M | Buy |
50,321
+708
| +1% | +$185K | 0.7% | 45 |
|
|
2019
Q3 | $13.2M | Buy |
49,613
+669
| +1% | +$178K | 1.32% | 19 |
|
|
2019
Q2 | $12.8M | Sell |
48,944
-256
| -0.5% | -$66.9K | 1.36% | 18 |
|
|
2019
Q1 | $12.9M | Buy |
49,200
+1,557
| +3% | +$407K | 1.36% | 18 |
|
|
2018
Q4 | $9.38M | Buy |
47,643
+478
| +1% | +$94.1K | 1.04% | 29 |
|
|
2018
Q3 | $10.7M | Sell |
47,165
-926
| -2% | -$211K | 1.04% | 26 |
|
|
2018
Q2 | $9.83M | Buy |
48,091
+84
| +0.2% | +$17.2K | 0.99% | 29 |
|
|
2018
Q1 | $8.32M | Buy |
48,007
+104
| +0.2% | +$18K | 0.86% | 34 |
|
|
2017
Q4 | $7.56M | Sell |
47,903
-2,246
| -4% | -$354K | 0.8% | 40 |
|
|
2017
Q3 | $7.13M | Buy |
+50,149
| New | +$7.13M | 0.61% | 50 |
|