Capital Analysts LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
450
| – | – | 0.01% | 438 |
|
|
2025
Q1 | $276K | Buy |
450
+8
| +2% | +$4.91K | 0.01% | 471 |
|
|
2024
Q4 | $278K | Sell |
442
-38
| -8% | -$23.9K | 0.01% | 423 |
|
|
2024
Q3 | $298K | Buy |
480
+249
| +108% | +$155K | 0.01% | 395 |
|
|
2024
Q2 | $152K | Hold |
231
| – | – | 0.01% | 495 |
|
|
2024
Q1 | $150K | Buy |
231
+33
| +17% | +$21.4K | 0.01% | 488 |
|
|
2023
Q4 | $124K | Buy |
198
+169
| +583% | +$106K | 0.01% | 497 |
|
|
2023
Q3 | $15K | Buy |
+29
| New | +$15K | ﹤0.01% | 817 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$6K | – | 1022 |
|
|
2022
Q4 | $6K | Buy |
16
+8
| +100% | +$3K | ﹤0.01% | 894 |
|
|
2022
Q3 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 949 |
|
|
2021
Q4 | – | Sell |
-54
| Closed | -$29K | – | 1013 |
|
|
2021
Q3 | $29K | Buy |
+54
| New | +$29K | ﹤0.01% | 649 |
|
|
2021
Q2 | – | Sell |
-69
| Closed | -$27K | – | 1010 |
|
|
2021
Q1 | $27K | Buy |
+69
| New | +$27K | ﹤0.01% | 669 |
|