Bell Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
935
+10
| +1% | +$7.88K | 0.13% | 63 |
|
|
2025
Q1 | $568K | Sell |
925
-3
| -0.3% | -$1.84K | 0.1% | 61 |
|
|
2024
Q4 | $583K | Sell |
928
-5
| -0.5% | -$3.14K | 0.11% | 61 |
|
|
2024
Q3 | $579K | Sell |
933
-62
| -6% | -$38.5K | 0.11% | 62 |
|
|
2024
Q2 | $654K | Buy |
995
+5
| +0.5% | +$3.29K | 0.13% | 58 |
|
|
2024
Q1 | $644K | Buy |
990
+2
| +0.2% | +$1.3K | 0.13% | 60 |
|
|
2023
Q4 | $618K | Buy |
988
+105
| +12% | +$65.6K | 0.13% | 55 |
|
|
2023
Q3 | $451K | Buy |
883
+709
| +407% | +$362K | 0.1% | 61 |
|
|
2023
Q2 | $79.7K | Buy |
174
+4
| +2% | +$1.83K | 0.02% | 129 |
|
|
2023
Q1 | $75.8K | Buy |
170
+15
| +10% | +$6.69K | 0.02% | 128 |
|
|
2022
Q4 | $60.3K | Sell |
155
-30
| -16% | -$11.7K | 0.02% | 143 |
|
|
2022
Q3 | $72K | Buy |
185
+34
| +23% | +$13.2K | 0.02% | 97 |
|
|
2022
Q2 | $58K | Buy |
+151
| New | +$58K | 0.02% | 124 |
|
|
2021
Q4 | $129K | Buy |
200
+14
| +8% | +$9.03K | 0.04% | 88 |
|
|
2021
Q3 | $100K | Buy |
+186
| New | +$100K | 0.03% | 95 |
|