Cetera Investment Advisers’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.5M | Buy |
43,830
+2,541
| +6% | +$2M | 0.06% | 334 |
|
2025
Q1 | $25.4M | Sell |
41,289
-6,551
| -14% | -$4.02M | 0.05% | 387 |
|
2024
Q4 | $30.1M | Buy |
47,840
+1,039
| +2% | +$653K | 0.06% | 311 |
|
2024
Q3 | $29.1M | Sell |
46,801
-386
| -0.8% | -$240K | 0.06% | 308 |
|
2024
Q2 | $31M | Buy |
47,187
+431
| +0.9% | +$283K | 0.07% | 271 |
|
2024
Q1 | $30.4M | Buy |
46,756
+34,802
| +291% | +$22.6M | 0.07% | 275 |
|
2023
Q4 | $7.47M | Buy |
11,954
+272
| +2% | +$170K | 0.06% | 310 |
|
2023
Q3 | $5.97M | Buy |
11,682
+640
| +6% | +$327K | 0.05% | 357 |
|
2023
Q2 | $5.06M | Buy |
11,042
+1,176
| +12% | +$539K | 0.04% | 407 |
|
2023
Q1 | $4.4M | Buy |
9,866
+520
| +6% | +$232K | 0.04% | 429 |
|
2022
Q4 | $3.64M | Buy |
9,346
+6,402
| +217% | +$2.49M | 0.03% | 484 |
|
2022
Q3 | $1.14M | Sell |
2,944
-204
| -6% | -$79K | 0.02% | 663 |
|
2022
Q2 | $1.21M | Sell |
3,148
-79
| -2% | -$30.5K | 0.02% | 713 |
|
2022
Q1 | $1.55M | Buy |
3,227
+249
| +8% | +$120K | 0.02% | 652 |
|
2021
Q4 | $1.92M | Sell |
2,978
-2
| -0.1% | -$1.29K | 0.03% | 567 |
|
2021
Q3 | $1.61M | Buy |
2,980
+379
| +15% | +$205K | 0.03% | 599 |
|
2021
Q2 | $1.28M | Buy |
2,601
+727
| +39% | +$356K | 0.02% | 681 |
|
2021
Q1 | $718K | Sell |
1,874
-1,353
| -42% | -$518K | 0.01% | 802 |
|
2020
Q4 | $1.23M | Buy |
3,227
+1,865
| +137% | +$709K | 0.02% | 599 |
|
2020
Q3 | $444K | Buy |
1,362
+231
| +20% | +$75.3K | 0.04% | 407 |
|
2020
Q2 | $335K | Buy |
1,131
+229
| +25% | +$67.8K | 0.03% | 449 |
|
2020
Q1 | $207K | Buy |
+902
| New | +$207K | 0.03% | 488 |
|