Creative Planning’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47.7M | Buy |
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|
2025
Q2 | $51.1M | Buy |
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|
2025
Q1 | $38.1M | Buy |
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|
2024
Q4 | $35.3M | Buy |
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|
2024
Q3 | $33.3M | Buy |
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|
2024
Q2 | $33.3M | Buy |
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|
2024
Q1 | $32.8M | Buy |
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|
2023
Q4 | $29.4M | Buy |
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|
2023
Q3 | $23.3M | Buy |
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|
2023
Q2 | $20M | Buy |
|
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $14.7M | Sell |
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|
2021
Q4 | $20.3M | Sell |
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|
2021
Q3 | $17.6M | Sell |
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|
2021
Q2 | $17.8M | Sell |
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|
2021
Q1 | $21.3M | Buy |
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|
2020
Q4 | $14.5M | Buy |
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|
2020
Q3 | $9.4M | Buy |
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|
2020
Q2 | $7.95M | Buy |
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|
2020
Q1 | $6.13M | Buy |
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|
2019
Q4 | $4.47M | Buy |
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|
2019
Q3 | $4.26M | Buy |
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|
2019
Q2 | $3.95M | Buy |
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|
2019
Q1 | $2.72M | Sell |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $2.12M | Buy |
|
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|
2018
Q2 | $1.88M | Buy |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $2.22M | Sell |
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|
2017
Q3 | $2.08M | Buy |
|
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|
2017
Q2 | $1.83M | Sell |
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|
2017
Q1 | $1.65M | Buy |
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|
2016
Q4 | $1.51M | Buy |
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|
2016
Q3 | $1.33M | Buy |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | $960K | Buy |
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|
2015
Q4 | $871K | Sell |
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|
2015
Q3 | $831K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $894K | Sell |
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|
2014
Q4 | $889K | Sell |
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|
2014
Q3 | $854K | Sell |
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|
2014
Q2 | $792K | Buy |
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|
2014
Q1 | $742K | Buy |
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|
2013
Q4 | $705K | Buy |
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|
2013
Q3 | $586K | Sell |
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|
2013
Q2 | $570K | Buy |
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