Capital Investment 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 | $1.65M | Buy |
2,094
+105
| +5% | +$82.7K | 0.03% | 257 |
|
|
2025
Q1 | $1.22M | Sell |
1,989
-173
| -8% | -$106K | 0.02% | 295 |
|
|
2024
Q4 | $1.36M | Buy |
2,162
+73
| +3% | +$45.9K | 0.03% | 266 |
|
|
2024
Q3 | $1.3M | Buy |
2,089
+69
| +3% | +$42.8K | 0.03% | 271 |
|
|
2024
Q2 | $1.33M | Sell |
2,020
-64
| -3% | -$42.1K | 0.03% | 251 |
|
|
2024
Q1 | $1.35M | Sell |
2,084
-280
| -12% | -$182K | 0.03% | 246 |
|
|
2023
Q4 | $1.48M | Buy |
2,364
+1,300
| +122% | +$813K | 0.04% | 230 |
|
|
2023
Q3 | $543K | Sell |
1,064
-241
| -18% | -$123K | 0.02% | 342 |
|
|
2023
Q2 | $598K | Sell |
1,305
-114
| -8% | -$52.2K | 0.02% | 315 |
|
|
2023
Q1 | $632K | Sell |
1,419
-330
| -19% | -$147K | 0.02% | 316 |
|
|
2022
Q4 | $681K | Sell |
1,749
-1,095
| -39% | -$426K | 0.02% | 305 |
|
|
2022
Q3 | $1.1M | Sell |
2,844
-82
| -3% | -$31.7K | 0.04% | 234 |
|
|
2022
Q2 | $1.13M | Sell |
2,926
-4
| -0.1% | -$1.54K | 0.04% | 235 |
|
|
2022
Q1 | $1.41M | Sell |
2,930
-61
| -2% | -$29.3K | 0.04% | 225 |
|
|
2021
Q4 | $1.92M | Sell |
2,991
-87
| -3% | -$56K | 0.06% | 199 |
|
|
2021
Q3 | $1.66M | Sell |
3,078
-276
| -8% | -$149K | 0.06% | 207 |
|
|
2021
Q2 | $1.64M | Buy |
3,354
+74
| +2% | +$36.3K | 0.06% | 204 |
|
|
2021
Q1 | $1.26M | Sell |
3,280
-17
| -0.5% | -$6.51K | 0.05% | 221 |
|
|
2020
Q4 | $1.25M | Buy |
3,297
+66
| +2% | +$25.1K | 0.05% | 207 |
|
|
2020
Q3 | $1.05M | Buy |
3,231
+157
| +5% | +$51.2K | 0.05% | 220 |
|
|
2020
Q2 | $911K | Buy |
+3,074
| New | +$911K | 0.05% | 232 |
|
|
2020
Q1 | – | Sell |
-854
| Closed | -$224K | – | 492 |
|
|
2019
Q4 | $224K | Buy |
854
+12
| +1% | +$3.15K | 0.01% | 461 |
|
|
2019
Q3 | $224K | Buy |
842
+12
| +1% | +$3.19K | 0.01% | 443 |
|
|
2019
Q2 | $217K | Sell |
830
-38
| -4% | -$9.94K | 0.01% | 447 |
|
|
2019
Q1 | $227K | Buy |
+868
| New | +$227K | 0.01% | 432 |
|
|
2018
Q4 | – | Sell |
-990
| Closed | -$225K | – | 488 |
|
|
2018
Q3 | $225K | Sell |
990
-74
| -7% | -$16.8K | 0.01% | 440 |
|
|
2018
Q2 | $217K | Buy |
+1,064
| New | +$217K | 0.01% | 442 |
|