CAPTRUST Financial Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.7M | Buy |
82,194
+4,896
| +6% | +$3.86M | 0.14% | 132 |
|
|
2025
Q1 | $47.5M | Buy |
77,298
+12,453
| +19% | +$7.65M | 0.12% | 160 |
|
|
2024
Q4 | $40.8M | Sell |
64,845
-51
| -0.1% | -$32.1K | 0.12% | 154 |
|
|
2024
Q3 | $40.3M | Buy |
64,896
+4,184
| +7% | +$2.6M | 0.12% | 151 |
|
|
2024
Q2 | $39.9M | Buy |
60,712
+3,066
| +5% | +$2.02M | 0.13% | 138 |
|
|
2024
Q1 | $37.5M | Buy |
57,646
+2,614
| +5% | +$1.7M | 0.14% | 138 |
|
|
2023
Q4 | $34.4M | Sell |
55,032
-341
| -0.6% | -$213K | 0.12% | 155 |
|
|
2023
Q3 | $28.3M | Buy |
55,373
+4,251
| +8% | +$2.17M | 0.11% | 160 |
|
|
2023
Q2 | $23.4M | Buy |
51,122
+2,155
| +4% | +$987K | 0.09% | 181 |
|
|
2023
Q1 | $21.8M | Buy |
48,967
+686
| +1% | +$306K | 0.1% | 180 |
|
|
2022
Q4 | $18.8M | Buy |
48,281
+2,156
| +5% | +$839K | 0.09% | 193 |
|
|
2022
Q3 | $17.9M | Buy |
46,125
+1,854
| +4% | +$718K | 0.1% | 181 |
|
|
2022
Q2 | $17.1M | Buy |
44,271
+858
| +2% | +$331K | 0.11% | 176 |
|
|
2022
Q1 | $20.9M | Buy |
43,413
+3,299
| +8% | +$1.59M | 0.14% | 161 |
|
|
2021
Q4 | $25.8M | Sell |
40,114
-1,166
| -3% | -$750K | 0.18% | 134 |
|
|
2021
Q3 | $22.3M | Sell |
41,280
-2,039
| -5% | -$1.1M | 0.19% | 134 |
|
|
2021
Q2 | $21.2M | Sell |
43,319
-137
| -0.3% | -$67.2K | 0.2% | 124 |
|
|
2021
Q1 | $16.6M | Buy |
43,456
+3,958
| +10% | +$1.52M | 0.18% | 127 |
|
|
2020
Q4 | $15M | Buy |
39,498
+2,708
| +7% | +$1.03M | 0.2% | 120 |
|
|
2020
Q3 | $12.2M | Sell |
36,790
-1,088
| -3% | -$362K | 0.2% | 127 |
|
|
2020
Q2 | $11.5M | Buy |
37,878
+231
| +0.6% | +$69.9K | 0.19% | 129 |
|
|
2020
Q1 | $8.21M | Buy |
37,647
+2,398
| +7% | +$523K | 0.18% | 135 |
|
|
2019
Q4 | $9.38M | Buy |
35,249
+34,877
| +9,376% | +$9.28M | 0.15% | 155 |
|
|
2019
Q3 | $99K | Buy |
372
+4
| +1% | +$1.07K | ﹤0.01% | 779 |
|
|
2019
Q2 | $96K | Buy |
368
+2
| +0.5% | +$522 | ﹤0.01% | 776 |
|
|
2019
Q1 | $96K | Sell |
366
-103
| -22% | -$27K | ﹤0.01% | 712 |
|
|
2018
Q4 | $92K | Buy |
469
+71
| +18% | +$13.9K | ﹤0.01% | 612 |
|
|
2018
Q3 | $91K | Sell |
398
-963
| -71% | -$220K | ﹤0.01% | 629 |
|
|
2018
Q2 | $278K | Buy |
1,361
+53
| +4% | +$10.8K | 0.02% | 310 |
|
|
2018
Q1 | $222K | Buy |
1,308
+309
| +31% | +$52.4K | 0.01% | 308 |
|
|
2017
Q4 | $158K | Buy |
+999
| New | +$158K | 0.01% | 363 |
|