Cambridge Investment Research 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 | $12M | Buy |
15,251
+372
| +3% | +$293K | 0.04% | 476 |
|
|
2025
Q1 | $9.14M | Buy |
14,879
+14
| +0.1% | +$8.6K | 0.03% | 546 |
|
|
2024
Q4 | $9.34M | Buy |
14,865
+366
| +3% | +$230K | 0.03% | 516 |
|
|
2024
Q3 | $9M | Buy |
14,499
+2,115
| +17% | +$1.31M | 0.03% | 550 |
|
|
2024
Q2 | $8.14M | Sell |
12,384
-178
| -1% | -$117K | 0.03% | 545 |
|
|
2024
Q1 | $8.17M | Sell |
12,562
-3,591
| -22% | -$2.33M | 0.03% | 532 |
|
|
2023
Q4 | $10.1M | Sell |
16,153
-11,793
| -42% | -$7.37M | 0.04% | 402 |
|
|
2023
Q3 | $14.3M | Buy |
27,946
+7,265
| +35% | +$3.71M | 0.07% | 284 |
|
|
2023
Q2 | $9.48M | Buy |
20,681
+7,332
| +55% | +$3.36M | 0.04% | 401 |
|
|
2023
Q1 | $5.95M | Sell |
13,349
-568
| -4% | -$253K | 0.03% | 551 |
|
|
2022
Q4 | $5.42M | Sell |
13,917
-1,400
| -9% | -$545K | 0.03% | 571 |
|
|
2022
Q3 | $5.93M | Buy |
15,317
+985
| +7% | +$382K | 0.03% | 493 |
|
|
2022
Q2 | $5.52M | Sell |
14,332
-758
| -5% | -$292K | 0.03% | 548 |
|
|
2022
Q1 | $7.26M | Buy |
15,090
+304
| +2% | +$146K | 0.03% | 490 |
|
|
2021
Q4 | $9.51M | Buy |
14,786
+1,776
| +14% | +$1.14M | 0.04% | 394 |
|
|
2021
Q3 | $7.02M | Sell |
13,010
-1,346
| -9% | -$726K | 0.03% | 475 |
|
|
2021
Q2 | $7.04M | Sell |
14,356
-6,706
| -32% | -$3.29M | 0.03% | 492 |
|
|
2021
Q1 | $8.07M | Buy |
21,062
+5,970
| +40% | +$2.29M | 0.04% | 396 |
|
|
2020
Q4 | $5.73M | Buy |
15,092
+2,362
| +19% | +$897K | 0.03% | 476 |
|
|
2020
Q3 | $4.15M | Buy |
12,730
+444
| +4% | +$145K | 0.03% | 525 |
|
|
2020
Q2 | $3.64M | Buy |
12,286
+1,538
| +14% | +$456K | 0.03% | 537 |
|
|
2020
Q1 | $2.47M | Sell |
10,748
-4,279
| -28% | -$984K | 0.02% | 586 |
|
|
2019
Q4 | $3.94M | Buy |
15,027
+1,427
| +10% | +$374K | 0.03% | 554 |
|
|
2019
Q3 | $3.62M | Buy |
13,600
+1,136
| +9% | +$302K | 0.03% | 536 |
|
|
2019
Q2 | $3.26M | Buy |
12,464
+4,050
| +48% | +$1.06M | 0.03% | 547 |
|
|
2019
Q1 | $2.2M | Buy |
8,414
+557
| +7% | +$146K | 0.02% | 674 |
|
|
2018
Q4 | $1.55M | Buy |
7,857
+2,257
| +40% | +$444K | 0.02% | 726 |
|
|
2018
Q3 | $1.27M | Buy |
5,600
+1,396
| +33% | +$317K | 0.01% | 898 |
|
|
2018
Q2 | $859K | Buy |
4,204
+521
| +14% | +$106K | 0.01% | 1067 |
|
|
2018
Q1 | $638K | Sell |
3,683
-166
| -4% | -$28.8K | 0.01% | 1206 |
|
|
2017
Q4 | $607K | Buy |
3,849
+1,239
| +47% | +$195K | 0.01% | 1209 |
|
|
2017
Q3 | $371K | Buy |
2,610
+421
| +19% | +$59.8K | 0.01% | 1427 |
|
|
2017
Q2 | $291K | Buy |
+2,189
| New | +$291K | ﹤0.01% | 1525 |
|
|
2014
Q1 | – | Sell |
-3,443
| Closed | -$263K | – | 1316 |
|
|
2013
Q4 | $263K | Buy |
+3,443
| New | +$263K | 0.01% | 942 |
|