Crestwood Advisors Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
2,947
+367
| +14% | +$289K | 0.04% | 190 |
|
|
2025
Q1 | $1.58M | Buy |
2,580
+537
| +26% | +$330K | 0.03% | 219 |
|
|
2024
Q4 | $1.28M | Buy |
2,043
+380
| +23% | +$239K | 0.02% | 224 |
|
|
2024
Q3 | $1.03M | Buy |
1,663
+90
| +6% | +$55.9K | 0.02% | 230 |
|
|
2024
Q2 | $1.03M | Sell |
1,573
-94
| -6% | -$61.8K | 0.02% | 215 |
|
|
2024
Q1 | $1.08M | Sell |
1,667
-234
| -12% | -$152K | 0.02% | 212 |
|
|
2023
Q4 | $1.19M | Buy |
1,901
+43
| +2% | +$26.9K | 0.03% | 200 |
|
|
2023
Q3 | $949K | Buy |
1,858
+206
| +12% | +$105K | 0.02% | 201 |
|
|
2023
Q2 | $757K | Buy |
1,652
+310
| +23% | +$142K | 0.02% | 157 |
|
|
2023
Q1 | $598K | Sell |
1,342
-73
| -5% | -$32.5K | 0.02% | 175 |
|
|
2022
Q4 | $551K | Buy |
1,415
+70
| +5% | +$27.2K | 0.02% | 180 |
|
|
2022
Q3 | $521K | Sell |
1,345
-3
| -0.2% | -$1.16K | 0.02% | 189 |
|
|
2022
Q2 | $520K | Sell |
1,348
-158
| -10% | -$61K | 0.02% | 189 |
|
|
2022
Q1 | $724K | Sell |
1,506
-472
| -24% | -$227K | 0.02% | 181 |
|
|
2021
Q4 | $1.27M | Sell |
1,978
-112
| -5% | -$72K | 0.03% | 150 |
|
|
2021
Q3 | $1.13M | Sell |
2,090
-9
| -0.4% | -$4.86K | 0.03% | 147 |
|
|
2021
Q2 | $1.03M | Buy |
+2,099
| New | +$1.03M | 0.03% | 152 |
|