Creative Financial Designs’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
61
+1
| +2% | +$788 | ﹤0.01% | 871 |
|
|
2025
Q1 | $36.8K | Buy |
60
+10
| +20% | +$6.14K | ﹤0.01% | 932 |
|
|
2024
Q4 | $31.4K | Hold |
50
| – | – | ﹤0.01% | 936 |
|
|
2024
Q3 | $31.1K | Buy |
50
+12
| +32% | +$7.45K | ﹤0.01% | 922 |
|
|
2024
Q2 | $25K | Hold |
38
| – | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $24.7K | Buy |
38
+3
| +9% | +$1.95K | ﹤0.01% | 915 |
|
|
2023
Q4 | $21.9K | Hold |
35
| – | – | ﹤0.01% | 893 |
|
|
2023
Q3 | $17.9K | Hold |
35
| – | – | ﹤0.01% | 882 |
|
|
2023
Q2 | $16K | Buy |
35
+19
| +119% | +$8.71K | ﹤0.01% | 900 |
|
|
2023
Q1 | $7.13K | Hold |
16
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q4 | $6.23K | Hold |
16
| – | – | ﹤0.01% | 992 |
|
|
2022
Q3 | $6K | Hold |
16
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q2 | $6K | Hold |
16
| – | – | ﹤0.01% | 971 |
|
|
2022
Q1 | $8K | Hold |
16
| – | – | ﹤0.01% | 954 |
|
|
2021
Q4 | $10K | Sell |
16
-75
| -82% | -$46.9K | ﹤0.01% | 905 |
|
|
2021
Q3 | $49K | Hold |
91
| – | – | 0.01% | 619 |
|
|
2021
Q2 | $45K | Hold |
91
| – | – | 0.01% | 633 |
|
|
2021
Q1 | $35K | Hold |
91
| – | – | 0.01% | 642 |
|
|
2020
Q4 | $35K | Hold |
91
| – | – | 0.01% | 585 |
|
|
2020
Q3 | $30K | Hold |
91
| – | – | 0.01% | 563 |
|
|
2020
Q2 | $27K | Buy |
+91
| New | +$27K | 0.01% | 533 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 554 |
|
|
2019
Q4 | – | Sell |
-28
| Closed | -$7K | – | 586 |
|
|
2019
Q3 | $7K | Hold |
28
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $8K | Sell |
28
-30
| -52% | -$8.57K | ﹤0.01% | 422 |
|
|
2019
Q1 | $15K | Hold |
58
| – | – | 0.01% | 337 |
|
|
2018
Q4 | $11K | Sell |
58
-16
| -22% | -$3.03K | 0.01% | 351 |
|
|
2018
Q3 | $17K | Buy |
74
+30
| +68% | +$6.89K | 0.01% | 357 |
|
|
2018
Q2 | $9K | Hold |
44
| – | – | 0.01% | 483 |
|
|
2018
Q1 | $8K | Buy |
44
+28
| +175% | +$5.09K | 0.01% | 441 |
|
|
2017
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 557 |
|
|
2017
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 631 |
|
|
2017
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 636 |
|
|
2017
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 598 |
|
|
2016
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 587 |
|