Creative Planning’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Buy |
64,855
+2,757
| +4% | +$2.17M | 0.04% | 168 |
|
|
2025
Q1 | $38.1M | Buy |
62,098
+5,881
| +10% | +$3.61M | 0.04% | 208 |
|
|
2024
Q4 | $35.3M | Buy |
56,217
+2,665
| +5% | +$1.67M | 0.03% | 192 |
|
|
2024
Q3 | $33.3M | Buy |
53,552
+2,836
| +6% | +$1.76M | 0.03% | 198 |
|
|
2024
Q2 | $33.3M | Buy |
50,716
+317
| +0.6% | +$208K | 0.04% | 192 |
|
|
2024
Q1 | $32.8M | Buy |
50,399
+3,354
| +7% | +$2.18M | 0.04% | 186 |
|
|
2023
Q4 | $29.4M | Buy |
47,045
+1,455
| +3% | +$909K | 0.05% | 189 |
|
|
2023
Q3 | $23.3M | Buy |
45,590
+1,908
| +4% | +$975K | 0.03% | 215 |
|
|
2023
Q2 | $20M | Buy |
43,682
+2,451
| +6% | +$1.12M | 0.03% | 222 |
|
|
2023
Q1 | $18.4M | Buy |
41,231
+1,012
| +3% | +$451K | 0.03% | 233 |
|
|
2022
Q4 | $15.7M | Buy |
40,219
+2,577
| +7% | +$1M | 0.02% | 243 |
|
|
2022
Q3 | $14.6M | Buy |
37,642
+1,671
| +5% | +$647K | 0.03% | 233 |
|
|
2022
Q2 | $13.9M | Buy |
35,971
+5,410
| +18% | +$2.09M | 0.02% | 259 |
|
|
2022
Q1 | $14.7M | Sell |
30,561
-1,029
| -3% | -$495K | 0.02% | 258 |
|
|
2021
Q4 | $20.3M | Sell |
31,590
-969
| -3% | -$623K | 0.03% | 184 |
|
|
2021
Q3 | $17.6M | Sell |
32,559
-3,737
| -10% | -$2.02M | 0.03% | 190 |
|
|
2021
Q2 | $17.8M | Sell |
36,296
-19,249
| -35% | -$9.44M | 0.03% | 188 |
|
|
2021
Q1 | $21.3M | Buy |
55,545
+17,259
| +45% | +$6.61M | 0.04% | 167 |
|
|
2020
Q4 | $14.5M | Buy |
38,286
+9,462
| +33% | +$3.59M | 0.03% | 199 |
|
|
2020
Q3 | $9.4M | Buy |
28,824
+1,973
| +7% | +$644K | 0.02% | 215 |
|
|
2020
Q2 | $7.95M | Buy |
26,851
+204
| +0.8% | +$60.4K | 0.02% | 214 |
|
|
2020
Q1 | $6.13M | Buy |
26,647
+9,598
| +56% | +$2.21M | 0.02% | 226 |
|
|
2019
Q4 | $4.47M | Buy |
17,049
+1,041
| +7% | +$273K | 0.01% | 315 |
|
|
2019
Q3 | $4.26M | Buy |
16,008
+884
| +6% | +$235K | 0.01% | 309 |
|
|
2019
Q2 | $3.95M | Buy |
15,124
+4,707
| +45% | +$1.23M | 0.01% | 337 |
|
|
2019
Q1 | $2.72M | Sell |
10,417
-249
| -2% | -$65.1K | 0.01% | 386 |
|
|
2018
Q4 | $2.1M | Buy |
10,666
+1,357
| +15% | +$267K | 0.01% | 416 |
|
|
2018
Q3 | $2.12M | Buy |
9,309
+124
| +1% | +$28.2K | 0.01% | 463 |
|
|
2018
Q2 | $1.88M | Buy |
9,185
+275
| +3% | +$56.2K | 0.01% | 484 |
|
|
2018
Q1 | $1.55M | Sell |
8,910
-5,174
| -37% | -$897K | 0.01% | 531 |
|
|
2017
Q4 | $2.22M | Sell |
14,084
-540
| -4% | -$85.2K | 0.01% | 429 |
|
|
2017
Q3 | $2.08M | Buy |
14,624
+811
| +6% | +$115K | 0.01% | 442 |
|
|
2017
Q2 | $1.84M | Sell |
13,813
-448
| -3% | -$59.5K | 0.01% | 461 |
|
|
2017
Q1 | $1.65M | Buy |
14,261
+1,123
| +9% | +$130K | 0.01% | 487 |
|
|
2016
Q4 | $1.51M | Buy |
13,138
+1,070
| +9% | +$123K | 0.01% | 486 |
|
|
2016
Q3 | $1.33M | Buy |
12,068
+2,332
| +24% | +$257K | 0.01% | 492 |
|
|
2016
Q2 | $1.09M | Buy |
9,736
+506
| +5% | +$56.5K | 0.01% | 500 |
|
|
2016
Q1 | $960K | Buy |
9,230
+204
| +2% | +$21.2K | 0.01% | 521 |
|
|
2015
Q4 | $871K | Sell |
9,026
-333
| -4% | -$32.1K | 0.01% | 544 |
|
|
2015
Q3 | $831K | Buy |
+9,359
| New | +$831K | 0.01% | 534 |
|
|
2015
Q2 | – | Sell |
-9,224
| Closed | -$894K | – | 1929 |
|
|
2015
Q1 | $894K | Sell |
9,224
-423
| -4% | -$41K | 0.01% | 506 |
|
|
2014
Q4 | $889K | Sell |
9,647
-101
| -1% | -$9.31K | 0.01% | 491 |
|
|
2014
Q3 | $854K | Sell |
9,748
-92
| -0.9% | -$8.06K | 0.01% | 453 |
|
|
2014
Q2 | $792K | Buy |
9,840
+300
| +3% | +$24.1K | 0.01% | 463 |
|
|
2014
Q1 | $742K | Buy |
9,540
+300
| +3% | +$23.3K | 0.01% | 471 |
|
|
2013
Q4 | $705K | Buy |
9,240
+400
| +5% | +$30.5K | 0.01% | 410 |
|
|
2013
Q3 | $586K | Sell |
8,840
-500
| -5% | -$33.1K | 0.01% | 404 |
|
|
2013
Q2 | $570K | Buy |
+9,340
| New | +$570K | 0.01% | 375 |
|