Clearstead Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
862
+16
| +2% | +$12.6K | 0.13% | 89 |
|
|
2025
Q1 | $520K | Buy |
846
+141
| +20% | +$86.6K | 0.12% | 93 |
|
|
2024
Q4 | $443K | Buy |
705
+1
| +0.1% | +$629 | 0.1% | 95 |
|
|
2024
Q3 | $437K | Sell |
704
-167
| -19% | -$104K | 0.1% | 88 |
|
|
2024
Q2 | $572K | Buy |
871
+1
| +0.1% | +$657 | 0.14% | 71 |
|
|
2024
Q1 | $565K | Buy |
870
+1
| +0.1% | +$650 | 0.15% | 75 |
|
|
2023
Q4 | $543K | Buy |
869
+2
| +0.2% | +$1.25K | 0.15% | 90 |
|
|
2023
Q3 | $443K | Buy |
867
+1
| +0.1% | +$511 | 0.15% | 79 |
|
|
2023
Q2 | $397K | Buy |
866
+1
| +0.1% | +$458 | 0.13% | 84 |
|
|
2023
Q1 | $385K | Buy |
865
+2
| +0.2% | +$891 | 0.12% | 92 |
|
|
2022
Q4 | $336K | Buy |
863
+2
| +0.2% | +$779 | 0.11% | 95 |
|
|
2022
Q3 | $334K | Buy |
+861
| New | +$334K | 0.12% | 89 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$20K | – | 191 |
|
|
2022
Q1 | $20K | Sell |
42
-20
| -32% | -$9.52K | 0.01% | 141 |
|
|
2021
Q4 | $40K | Hold |
62
| – | – | 0.02% | 133 |
|
|
2021
Q3 | $33K | Hold |
62
| – | – | 0.02% | 143 |
|
|
2021
Q2 | $30K | Buy |
+62
| New | +$30K | 0.02% | 125 |
|
|
2021
Q1 | – | Sell |
-62
| Closed | -$24K | – | 135 |
|
|
2020
Q4 | $24K | Sell |
62
-2
| -3% | -$774 | 0.01% | 137 |
|
|
2020
Q3 | $21K | Sell |
64
-29
| -31% | -$9.52K | 0.02% | 127 |
|
|
2020
Q2 | $28K | Hold |
93
| – | – | 0.02% | 124 |
|
|
2020
Q1 | $21K | Hold |
93
| – | – | 0.02% | 143 |
|
|
2019
Q4 | $24K | Hold |
93
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $25K | Hold |
93
| – | – | 0.02% | 145 |
|
|
2019
Q2 | $24K | Hold |
93
| – | – | 0.02% | 146 |
|
|
2019
Q1 | $25K | Buy |
+93
| New | +$25K | 0.02% | 145 |
|