Beacon Pointe Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
5,140
+501
| +11% | +$395K | 0.04% | 357 |
|
|
2025
Q1 | $2.85M | Sell |
4,639
-188
| -4% | -$115K | 0.03% | 396 |
|
|
2024
Q4 | $3.03M | Sell |
4,827
-1,461
| -23% | -$918K | 0.03% | 364 |
|
|
2024
Q3 | $3.91M | Sell |
6,288
-740
| -11% | -$460K | 0.05% | 340 |
|
|
2024
Q2 | $4.62M | Sell |
7,028
-107
| -1% | -$70.3K | 0.05% | 301 |
|
|
2024
Q1 | $4.64M | Sell |
7,135
-1,585
| -18% | -$1.03M | 0.05% | 301 |
|
|
2023
Q4 | $5.45M | Sell |
8,720
-1,072
| -11% | -$670K | 0.07% | 261 |
|
|
2023
Q3 | $5M | Buy |
9,792
+3,011
| +44% | +$1.54M | 0.06% | 260 |
|
|
2023
Q2 | $3.11M | Sell |
6,781
-1,760
| -21% | -$806K | 0.05% | 297 |
|
|
2023
Q1 | $3.81M | Buy |
8,541
+1,617
| +23% | +$721K | 0.06% | 264 |
|
|
2022
Q4 | $2.7M | Buy |
6,924
+385
| +6% | +$150K | 0.05% | 301 |
|
|
2022
Q3 | $2.53M | Sell |
6,539
-1,301
| -17% | -$503K | 0.06% | 269 |
|
|
2022
Q2 | $3.02M | Sell |
7,840
-9,698
| -55% | -$3.73M | 0.06% | 257 |
|
|
2022
Q1 | $8.43M | Buy |
17,538
+12,126
| +224% | +$5.83M | 0.12% | 176 |
|
|
2021
Q4 | $3.48M | Sell |
5,412
-7,792
| -59% | -$5.01M | 0.09% | 182 |
|
|
2021
Q3 | $7.12M | Buy |
13,204
+9,441
| +251% | +$5.09M | 0.18% | 135 |
|
|
2021
Q2 | $1.85M | Buy |
3,763
+1,822
| +94% | +$893K | 0.07% | 234 |
|
|
2021
Q1 | $745K | Buy |
1,941
+183
| +10% | +$70.2K | 0.05% | 241 |
|
|
2020
Q4 | $668K | Buy |
1,758
+234
| +15% | +$88.9K | 0.05% | 239 |
|
|
2020
Q3 | $497K | Hold |
1,524
| – | – | 0.05% | 231 |
|
|
2020
Q2 | $452K | Buy |
1,524
+3
| +0.2% | +$890 | 0.05% | 247 |
|
|
2020
Q1 | $350K | Sell |
1,521
-292
| -16% | -$67.2K | 0.06% | 210 |
|
|
2019
Q4 | $474K | Buy |
1,813
+492
| +37% | +$129K | 0.15% | 133 |
|
|
2019
Q3 | $350K | Buy |
1,321
+14
| +1% | +$3.71K | 0.15% | 124 |
|
|
2019
Q2 | $341K | Sell |
1,307
-99
| -7% | -$25.8K | 0.12% | 149 |
|
|
2019
Q1 | $367K | Hold |
1,406
| – | – | 0.14% | 134 |
|
|
2018
Q4 | $277K | Buy |
+1,406
| New | +$277K | 0.17% | 132 |
|