Childress Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Buy |
1,352
+189
| +16% | +$149K | 0.27% | 61 |
|
2025
Q1 | $714K | Buy |
1,163
+12
| +1% | +$7.37K | 0.21% | 71 |
|
2024
Q4 | $723K | Buy |
1,151
+14
| +1% | +$8.8K | 0.2% | 70 |
|
2024
Q3 | $706K | Buy |
1,137
+35
| +3% | +$21.7K | 0.19% | 77 |
|
2024
Q2 | $724K | Sell |
1,102
-57
| -5% | -$37.5K | 0.2% | 76 |
|
2024
Q1 | $753K | Sell |
1,159
-130
| -10% | -$84.5K | 0.22% | 70 |
|
2023
Q4 | $806K | Sell |
1,289
-118
| -8% | -$73.8K | 0.24% | 63 |
|
2023
Q3 | $719K | Buy |
+1,407
| New | +$719K | 0.24% | 64 |
|
2023
Q1 | – | Sell |
-1,189
| Closed | -$463K | – | 128 |
|
2022
Q4 | $463K | Buy |
1,189
+292
| +33% | +$114K | 0.15% | 99 |
|
2022
Q3 | $366K | Buy |
897
+6
| +0.7% | +$2.45K | 0.14% | 105 |
|
2022
Q2 | $343K | Buy |
891
+178
| +25% | +$68.5K | 0.14% | 112 |
|
2022
Q1 | $342K | Buy |
713
+80
| +13% | +$38.4K | 0.12% | 129 |
|
2021
Q4 | $407K | Buy |
633
+18
| +3% | +$11.6K | 0.17% | 107 |
|
2021
Q3 | $337K | Buy |
615
+49
| +9% | +$26.9K | 0.14% | 131 |
|
2021
Q2 | $277K | Buy |
566
+20
| +4% | +$9.79K | 0.13% | 124 |
|
2021
Q1 | $209K | Buy |
546
+278
| +104% | +$106K | 0.1% | 152 |
|
2020
Q4 | $102K | Buy |
+268
| New | +$102K | 0.06% | 147 |
|