Capital Asset Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
4,604
-186
| -4% | -$145K | 0.17% | 78 |
|
|
2025
Q1 | $2.97M | Sell |
4,790
-472
| -9% | -$293K | 0.15% | 89 |
|
|
2024
Q4 | $3.32M | Buy |
5,262
+252
| +5% | +$159K | 0.16% | 83 |
|
|
2024
Q3 | $3.07M | Buy |
5,010
+325
| +7% | +$199K | 0.15% | 87 |
|
|
2024
Q2 | $3.05M | Buy |
4,685
+1,396
| +42% | +$908K | 0.17% | 76 |
|
|
2024
Q1 | $2.09M | Sell |
3,289
-75
| -2% | -$47.7K | 0.12% | 103 |
|
|
2023
Q4 | $2.1M | Buy |
3,364
+35
| +1% | +$21.9K | 0.13% | 99 |
|
|
2023
Q3 | $1.8M | Buy |
3,329
+494
| +17% | +$268K | 0.12% | 94 |
|
|
2023
Q2 | $1.37M | Buy |
2,835
+333
| +13% | +$161K | 0.1% | 105 |
|
|
2023
Q1 | $1.12M | Buy |
2,502
+282
| +13% | +$126K | 0.08% | 115 |
|
|
2022
Q4 | $872K | Sell |
2,220
-48
| -2% | -$18.9K | 0.07% | 142 |
|
|
2022
Q3 | $878K | Buy |
2,268
+277
| +14% | +$107K | 0.11% | 99 |
|
|
2022
Q2 | $767K | Buy |
1,991
+525
| +36% | +$202K | 0.08% | 172 |
|
|
2022
Q1 | $705K | Buy |
1,466
+426
| +41% | +$205K | 0.08% | 195 |
|
|
2021
Q4 | $669K | Sell |
1,040
-167
| -14% | -$107K | 0.07% | 203 |
|
|
2021
Q3 | $651K | Buy |
+1,207
| New | +$651K | 0.07% | 203 |
|
|
2021
Q1 | – | Sell |
-340
| Closed | -$129K | – | 1066 |
|
|
2020
Q4 | $129K | Buy |
+340
| New | +$129K | 0.02% | 405 |
|