Capital Advisors Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
422
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $259K | Sell |
422
-89
| -17% | -$54.6K | 0.01% | 274 |
|
|
2024
Q4 | $321K | Buy |
511
+76
| +17% | +$47.8K | 0.01% | 241 |
|
|
2024
Q3 | $270K | Sell |
435
-12
| -3% | -$7.45K | 0.01% | 258 |
|
|
2024
Q2 | $294K | Sell |
447
-3
| -0.7% | -$1.97K | 0.01% | 251 |
|
|
2024
Q1 | $293K | Buy |
450
+5
| +1% | +$3.25K | 0.01% | 249 |
|
|
2023
Q4 | $278K | Buy |
445
+9
| +2% | +$5.63K | 0.01% | 252 |
|
|
2023
Q3 | $223K | Buy |
+436
| New | +$223K | 0.01% | 236 |
|
|
2021
Q2 | – | Sell |
-56,310
| Closed | -$21.6M | – | 243 |
|
|
2021
Q1 | $21.6M | Buy |
56,310
+2,391
| +4% | +$916K | 0.71% | 59 |
|
|
2020
Q4 | $20.5M | Sell |
53,919
-10,463
| -16% | -$3.97M | 0.73% | 56 |
|
|
2020
Q3 | $21M | Buy |
64,382
+381
| +0.6% | +$124K | 0.85% | 42 |
|
|
2020
Q2 | $20M | Buy |
64,001
+584
| +0.9% | +$182K | 0.83% | 42 |
|
|
2020
Q1 | $14.6M | Buy |
63,417
+19,132
| +43% | +$4.4M | 0.79% | 47 |
|
|
2019
Q4 | $11.6M | Sell |
44,285
-2,433
| -5% | -$637K | 0.5% | 74 |
|
|
2019
Q3 | $12.2M | Hold |
46,718
| – | – | 0.6% | 54 |
|
|
2019
Q2 | $12.2M | Buy |
46,718
+25,797
| +123% | +$6.74M | 0.6% | 54 |
|
|
2019
Q1 | $5.47M | Sell |
20,921
-24,625
| -54% | -$6.44M | 0.59% | 30 |
|
|
2018
Q4 | $8.97M | Buy |
45,546
+4,282
| +10% | +$843K | 0.58% | 60 |
|
|
2018
Q3 | $9.38M | Buy |
+41,264
| New | +$9.38M | 0.56% | 62 |
|