Clearstead 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 | $3.54M | Buy |
4,488
+391
| +10% | +$308K | 0.05% | 232 |
|
|
2025
Q1 | $2.52M | Buy |
4,097
+583
| +17% | +$358K | 0.04% | 262 |
|
|
2024
Q4 | $2.21M | Buy |
3,514
+62
| +2% | +$39K | 0.03% | 278 |
|
|
2024
Q3 | $2.14M | Buy |
3,452
+45
| +1% | +$27.9K | 0.03% | 288 |
|
|
2024
Q2 | $2.24M | Buy |
3,407
+1,053
| +45% | +$692K | 0.04% | 264 |
|
|
2024
Q1 | $1.48M | Sell |
2,354
-50
| -2% | -$31.4K | 0.07% | 180 |
|
|
2023
Q4 | $1.5M | Sell |
2,404
-3,238
| -57% | -$2.02M | 0.08% | 173 |
|
|
2023
Q3 | $2.88M | Buy |
5,642
+3,205
| +132% | +$1.64M | 0.08% | 167 |
|
|
2023
Q2 | $1.12M | Sell |
2,437
-2
| -0.1% | -$917 | 0.07% | 193 |
|
|
2023
Q1 | $1.09M | Buy |
2,439
+923
| +61% | +$412K | 0.08% | 174 |
|
|
2022
Q4 | $590K | Buy |
1,516
+3
| +0.2% | +$1.17K | 0.05% | 231 |
|
|
2022
Q3 | $586K | Sell |
1,513
-842
| -36% | -$326K | 0.05% | 200 |
|
|
2022
Q2 | $908K | Buy |
2,355
+217
| +10% | +$83.7K | 0.07% | 181 |
|
|
2022
Q1 | $1.03M | Buy |
2,138
+133
| +7% | +$63.9K | 0.07% | 178 |
|
|
2021
Q4 | $1.29M | Buy |
2,005
+92
| +5% | +$59.1K | 0.09% | 158 |
|
|
2021
Q3 | $1.03M | Buy |
1,913
+86
| +5% | +$46.4K | 0.08% | 169 |
|
|
2021
Q2 | $895K | Hold |
1,827
| – | – | 0.07% | 175 |
|
|
2021
Q1 | $700K | Buy |
1,827
+149
| +9% | +$57.1K | 0.06% | 191 |
|
|
2020
Q4 | $637K | Buy |
1,678
+853
| +103% | +$324K | 0.06% | 188 |
|
|
2020
Q3 | $269K | Buy |
825
+20
| +2% | +$6.52K | 0.03% | 243 |
|
|
2020
Q2 | $238K | Hold |
805
| – | – | 0.03% | 250 |
|
|
2020
Q1 | $185K | Hold |
805
| – | – | 0.03% | 245 |
|
|
2019
Q4 | $211K | Hold |
805
| – | – | 0.03% | 268 |
|
|
2019
Q3 | $214K | Hold |
805
| – | – | 0.03% | 253 |
|
|
2019
Q2 | $210K | Hold |
805
| – | – | 0.03% | 262 |
|
|
2019
Q1 | $210K | Buy |
+805
| New | +$210K | 0.03% | 250 |
|