Capital Advisors Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $348K | Buy |
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|
2025
Q3 | $286K | Sell |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $21.6M | Buy |
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|
2020
Q4 | $20.5M | Sell |
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|
2020
Q3 | $21M | Buy |
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|
2020
Q2 | $20M | Buy |
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|
2020
Q1 | $14.6M | Buy |
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|
2019
Q4 | $11.6M | Sell |
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|
2019
Q3 | $12.2M | Hold |
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|
2019
Q2 | $12.2M | Buy |
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|
2019
Q1 | $5.47M | Sell |
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|
2018
Q4 | $8.97M | Buy |
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|
2018
Q3 | $9.38M | Buy |
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