Cary Street Partners Investment Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
1,559
+124
| +9% | +$97.7K | 0.59% | 36 |
|
|
2025
Q1 | $881K | Sell |
1,435
-103
| -7% | -$63.3K | 0.51% | 44 |
|
|
2024
Q4 | $967K | Sell |
1,538
-22,338
| -94% | -$14M | 0.63% | 34 |
|
|
2024
Q3 | $14.8M | Sell |
23,876
-357
| -1% | -$222K | 0.55% | 44 |
|
|
2024
Q2 | $15.9M | Sell |
24,233
-196
| -0.8% | -$129K | 0.64% | 36 |
|
|
2024
Q1 | $15.9M | Sell |
24,429
-2,810
| -10% | -$1.83M | 0.67% | 33 |
|
|
2023
Q4 | $17M | Buy |
27,239
+145
| +0.5% | +$90.6K | 0.81% | 25 |
|
|
2023
Q3 | $13.8M | Buy |
27,094
+3
| +0% | +$1.53K | 0.74% | 28 |
|
|
2023
Q2 | $12.4M | Buy |
27,091
+828
| +3% | +$379K | 0.8% | 26 |
|
|
2023
Q1 | $11.7M | Sell |
26,263
-1,205
| -4% | -$537K | 0.84% | 28 |
|
|
2022
Q4 | $10.7M | Sell |
27,468
-484
| -2% | -$188K | 0.79% | 34 |
|
|
2022
Q3 | $10.8M | Buy |
27,952
+3,797
| +16% | +$1.47M | 0.89% | 29 |
|
|
2022
Q2 | $9.31M | Buy |
+24,155
| New | +$9.31M | 0.79% | 34 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$24K | – | 601 |
|
|
2020
Q3 | $24K | Buy |
+75
| New | +$24K | 0.01% | 614 |
|