Buckingham Strategic Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.51M | Sell |
5,346
-112
| -2% | -$73.6K | 0.04% | 177 |
|
|
2024
Q1 | $3.55M | Buy |
5,458
+199
| +4% | +$129K | 0.04% | 178 |
|
|
2023
Q4 | $3.29M | Sell |
5,259
-57
| -1% | -$35.6K | 0.04% | 178 |
|
|
2023
Q3 | $2.72M | Buy |
5,316
+1,342
| +34% | +$686K | 0.04% | 185 |
|
|
2023
Q2 | $1.82M | Buy |
3,974
+248
| +7% | +$114K | 0.03% | 223 |
|
|
2023
Q1 | $1.45M | Hold |
3,726
| – | – | 0.03% | 221 |
|
|
2022
Q4 | $1.45M | Sell |
3,726
-234
| -6% | -$91.1K | 0.03% | 222 |
|
|
2022
Q3 | $1.53M | Buy |
3,960
+15
| +0.4% | +$5.81K | 0.03% | 203 |
|
|
2022
Q2 | $1.52M | Buy |
3,945
+6
| +0.2% | +$2.31K | 0.03% | 207 |
|
|
2022
Q1 | $1.89M | Sell |
3,939
-80
| -2% | -$38.5K | 0.04% | 184 |
|
|
2021
Q4 | $2.59M | Sell |
4,019
-43
| -1% | -$27.7K | 0.05% | 157 |
|
|
2021
Q3 | $2.19M | Sell |
4,062
-94
| -2% | -$50.7K | 0.04% | 165 |
|
|
2021
Q2 | $2.04M | Sell |
4,156
-338
| -8% | -$166K | 0.05% | 170 |
|
|
2021
Q1 | $1.72M | Sell |
4,494
-205
| -4% | -$78.6K | 0.08% | 164 |
|
|
2020
Q4 | $1.79M | Buy |
4,699
+3,266
| +228% | +$1.24M | 0.09% | 157 |
|
|
2020
Q3 | $467K | Sell |
1,433
-1
| -0.1% | -$326 | 0.04% | 271 |
|
|
2020
Q2 | $425K | Buy |
1,434
+421
| +42% | +$125K | 0.04% | 248 |
|
|
2020
Q1 | $233K | Buy |
1,013
+2
| +0.2% | +$460 | 0.02% | 398 |
|
|
2019
Q4 | $265K | Buy |
1,011
+105
| +12% | +$27.5K | 0.03% | 383 |
|
|
2019
Q3 | $241K | Sell |
906
-25
| -3% | -$6.65K | 0.03% | 366 |
|
|
2019
Q2 | $243K | Buy |
931
+73
| +9% | +$19.1K | 0.03% | 381 |
|
|
2019
Q1 | $224K | Buy |
+858
| New | +$224K | 0.03% | 367 |
|
|
2018
Q2 | – | Sell |
-1,656
| Closed | -$287K | – | 368 |
|
|
2018
Q1 | $287K | Sell |
1,656
-25
| -1% | -$4.33K | 0.06% | 249 |
|
|
2017
Q4 | $265K | Sell |
1,681
-75
| -4% | -$11.8K | 0.06% | 259 |
|
|
2017
Q3 | $250K | Buy |
1,756
+25
| +1% | +$3.56K | 0.06% | 245 |
|
|
2017
Q2 | $230K | Buy |
+1,731
| New | +$230K | 0.05% | 261 |
|
|
2016
Q4 | – | Sell |
-3,637
| Closed | -$400K | – | 235 |
|
|
2016
Q3 | $400K | Sell |
3,637
-529
| -13% | -$58.2K | 0.14% | 125 |
|
|
2016
Q2 | $465K | Sell |
4,166
-471
| -10% | -$52.6K | 0.16% | 116 |
|
|
2016
Q1 | $482K | Sell |
4,637
-11
| -0.2% | -$1.14K | 0.16% | 112 |
|
|
2015
Q4 | $449K | Hold |
4,648
| – | – | 0.15% | 109 |
|
|
2015
Q3 | $413K | Buy |
4,648
+419
| +10% | +$37.2K | 0.15% | 109 |
|
|
2015
Q2 | $426K | Buy |
4,229
+795
| +23% | +$80.1K | 0.14% | 117 |
|
|
2015
Q1 | $333K | Hold |
3,434
| – | – | 0.13% | 132 |
|
|
2014
Q4 | $317K | Buy |
3,434
+920
| +37% | +$84.9K | 0.12% | 124 |
|
|
2014
Q3 | $220K | Sell |
2,514
-244
| -9% | -$21.4K | 0.09% | 155 |
|
|
2014
Q2 | $222K | Sell |
2,758
-1
| -0% | -$80 | 0.1% | 154 |
|
|
2014
Q1 | $214K | Sell |
2,759
-42
| -1% | -$3.26K | 0.1% | 136 |
|
|
2013
Q4 | $214K | Buy |
+2,801
| New | +$214K | 0.1% | 141 |
|