Burney Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
546
-16
| -3% | -$12.6K | 0.01% | 440 |
|
|
2025
Q1 | $345K | Buy |
562
+136
| +32% | +$83.5K | 0.01% | 475 |
|
|
2024
Q4 | $268K | Buy |
426
+1
| +0.2% | +$629 | 0.01% | 523 |
|
|
2024
Q3 | $264K | Sell |
425
-564
| -57% | -$350K | 0.01% | 537 |
|
|
2024
Q2 | $650K | Sell |
989
-7
| -0.7% | -$4.6K | 0.02% | 385 |
|
|
2024
Q1 | $647K | Sell |
996
-98
| -9% | -$63.7K | 0.02% | 391 |
|
|
2023
Q4 | $684K | Buy |
1,094
+13
| +1% | +$8.13K | 0.03% | 376 |
|
|
2023
Q3 | $552K | Buy |
1,081
+51
| +5% | +$26.1K | 0.03% | 388 |
|
|
2023
Q2 | $472K | Sell |
1,030
-135
| -12% | -$61.9K | 0.02% | 419 |
|
|
2023
Q1 | $519K | Sell |
1,165
-828
| -42% | -$369K | 0.03% | 400 |
|
|
2022
Q4 | $776K | Buy |
1,993
+159
| +9% | +$61.9K | 0.04% | 332 |
|
|
2022
Q3 | $710K | Sell |
1,834
-2,003
| -52% | -$775K | 0.04% | 356 |
|
|
2022
Q2 | $1.48M | Buy |
3,837
+3,019
| +369% | +$1.16M | 0.08% | 247 |
|
|
2022
Q1 | $393K | Sell |
818
-7
| -0.8% | -$3.36K | 0.02% | 454 |
|
|
2021
Q4 | $531K | Sell |
825
-364
| -31% | -$234K | 0.02% | 413 |
|
|
2021
Q3 | $641K | Sell |
1,189
-33
| -3% | -$17.8K | 0.03% | 382 |
|
|
2021
Q2 | $599K | Buy |
+1,222
| New | +$599K | 0.03% | 401 |
|
|
2020
Q3 | – | Sell |
-2,147
| Closed | -$636K | – | 508 |
|
|
2020
Q2 | $636K | Buy |
2,147
+289
| +16% | +$85.6K | 0.04% | 318 |
|
|
2020
Q1 | $427K | Buy |
+1,858
| New | +$427K | 0.03% | 317 |
|
|
2018
Q3 | – | Sell |
-1,275
| Closed | -$260K | – | 455 |
|
|
2018
Q2 | $260K | Buy |
1,275
+50
| +4% | +$10.2K | 0.02% | 387 |
|
|
2018
Q1 | $212K | Buy |
+1,225
| New | +$212K | 0.01% | 396 |
|