Checchi Capital 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 | $3.53M | Buy |
4,487
+10
| +0.2% | +$7.88K | 0.2% | 92 |
|
|
2025
Q1 | $2.75M | Buy |
4,477
+127
| +3% | +$78K | 0.14% | 102 |
|
|
2024
Q4 | $2.73M | Buy |
4,350
+9
| +0.2% | +$5.66K | 0.16% | 101 |
|
|
2024
Q3 | $2.7M | Buy |
4,341
+198
| +5% | +$123K | 0.15% | 97 |
|
|
2024
Q2 | $2.72M | Buy |
4,143
+49
| +1% | +$32.2K | 0.14% | 93 |
|
|
2024
Q1 | $2.66M | Sell |
4,094
-18
| -0.4% | -$11.7K | 0.21% | 96 |
|
|
2023
Q4 | $2.57M | Buy |
4,112
+39
| +1% | +$24.4K | 0.21% | 95 |
|
|
2023
Q3 | $2.08M | Buy |
4,073
+1,390
| +52% | +$710K | 0.19% | 97 |
|
|
2023
Q2 | $1.23M | Buy |
2,683
+93
| +4% | +$42.6K | 0.11% | 149 |
|
|
2023
Q1 | $1.15M | Sell |
2,590
-88
| -3% | -$39.2K | 0.11% | 153 |
|
|
2022
Q4 | $1.04M | Buy |
2,678
+31
| +1% | +$12.1K | 0.11% | 155 |
|
|
2022
Q3 | $1.03M | Buy |
2,647
+169
| +7% | +$65.4K | 0.1% | 146 |
|
|
2022
Q2 | $1.13M | Buy |
2,478
+133
| +6% | +$60.7K | 0.1% | 146 |
|
|
2022
Q1 | $1.13M | Buy |
2,345
+117
| +5% | +$56.3K | 0.1% | 145 |
|
|
2021
Q4 | $1.43M | Buy |
2,228
+13
| +0.6% | +$8.36K | 0.13% | 115 |
|
|
2021
Q3 | $1.2M | Buy |
2,215
+38
| +2% | +$20.5K | 0.12% | 118 |
|
|
2021
Q2 | $1.07M | Sell |
2,177
-19
| -0.9% | -$9.31K | 0.11% | 137 |
|
|
2021
Q1 | $841K | Sell |
2,196
-27
| -1% | -$10.3K | 0.08% | 149 |
|
|
2020
Q4 | $844K | Sell |
2,223
-174
| -7% | -$66.1K | 0.09% | 143 |
|
|
2020
Q3 | $782K | Buy |
2,397
+18
| +0.8% | +$5.87K | 0.09% | 134 |
|
|
2020
Q2 | $705K | Buy |
2,379
+230
| +11% | +$68.2K | 0.08% | 145 |
|
|
2020
Q1 | $494K | Sell |
2,149
-406
| -16% | -$93.3K | 0.05% | 161 |
|
|
2019
Q4 | $669K | Sell |
2,555
-96
| -4% | -$25.1K | 0.09% | 147 |
|
|
2019
Q3 | $705K | Buy |
2,651
+30
| +1% | +$7.98K | 0.09% | 131 |
|
|
2019
Q2 | $685K | Buy |
2,621
+189
| +8% | +$49.4K | 0.09% | 138 |
|
|
2019
Q1 | $636K | Sell |
2,432
-83
| -3% | -$21.7K | 0.07% | 144 |
|
|
2018
Q4 | $495K | Sell |
2,515
-484
| -16% | -$95.3K | 0.06% | 160 |
|
|
2018
Q3 | $682K | Buy |
2,999
+43
| +1% | +$9.78K | 0.08% | 156 |
|
|
2018
Q2 | $604K | Buy |
2,956
+114
| +4% | +$23.3K | 0.08% | 159 |
|
|
2018
Q1 | $493K | Sell |
2,842
-95
| -3% | -$16.5K | 0.07% | 186 |
|
|
2017
Q4 | $463K | Buy |
2,937
+389
| +15% | +$61.3K | 0.06% | 205 |
|
|
2017
Q3 | $362K | Sell |
2,548
-35
| -1% | -$4.97K | 0.04% | 229 |
|
|
2017
Q2 | $343K | Sell |
2,583
-800
| -24% | -$106K | 0.04% | 237 |
|
|
2017
Q1 | $392K | Buy |
3,383
+140
| +4% | +$16.2K | 0.05% | 217 |
|
|
2016
Q4 | $372K | Buy |
3,243
+98
| +3% | +$11.2K | 0.05% | 212 |
|
|
2016
Q3 | $346K | Sell |
3,145
-142
| -4% | -$15.6K | 0.04% | 216 |
|
|
2016
Q2 | $367K | Buy |
3,287
+500
| +18% | +$55.8K | 0.04% | 197 |
|
|
2016
Q1 | $290K | Sell |
2,787
-179
| -6% | -$18.6K | 0.06% | 241 |
|
|
2015
Q4 | $286K | Buy |
2,966
+101
| +4% | +$9.74K | 0.07% | 247 |
|
|
2015
Q3 | $254K | Buy |
2,865
+156
| +6% | +$13.8K | 0.07% | 250 |
|
|
2015
Q2 | $273K | Sell |
2,709
-398
| -13% | -$40.1K | 0.07% | 248 |
|
|
2015
Q1 | $301K | Buy |
3,107
+375
| +14% | +$36.3K | 0.09% | 217 |
|
|
2014
Q4 | $252K | Buy |
2,732
+117
| +4% | +$10.8K | 0.09% | 233 |
|
|
2014
Q3 | $229K | Buy |
+2,615
| New | +$229K | 0.09% | 228 |
|