Certified Advisory Corp’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
453
+5
| +1% | +$3.94K | 0.04% | 237 |
|
|
2025
Q1 | $275K | Sell |
448
-21
| -4% | -$12.9K | 0.03% | 249 |
|
|
2024
Q4 | $295K | Sell |
469
-7
| -1% | -$4.4K | 0.03% | 247 |
|
|
2024
Q3 | $295K | Buy |
+476
| New | +$295K | 0.03% | 249 |
|
|
2021
Q2 | – | Sell |
-161
| Closed | -$62K | – | 463 |
|
|
2021
Q1 | $62K | Buy |
+161
| New | +$62K | 0.02% | 320 |
|
|
2020
Q2 | $48K | Buy |
161
+1
| +0.6% | +$298 | 0.02% | 310 |
|
|
2020
Q1 | $37K | Hold |
160
| – | – | 0.01% | 321 |
|
|
2019
Q4 | $42K | Hold |
160
| – | – | 0.01% | 345 |
|
|
2019
Q3 | $43K | Buy |
+160
| New | +$43K | 0.01% | 348 |
|