Crewe Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
754
+6
| +0.8% | +$4.73K | 0.08% | 82 |
|
|
2025
Q1 | $459K | Buy |
748
+131
| +21% | +$80.4K | 0.06% | 82 |
|
|
2024
Q4 | $388K | Buy |
+617
| New | +$388K | 0.05% | 98 |
|
|
2024
Q3 | – | Sell |
-774
| Closed | -$509K | – | 849 |
|
|
2024
Q2 | $509K | Sell |
774
-3
| -0.4% | -$1.97K | 0.06% | 106 |
|
|
2024
Q1 | $505K | Buy |
+777
| New | +$505K | 0.06% | 99 |
|
|
2023
Q3 | – | Sell |
-619
| Closed | -$284K | – | 743 |
|
|
2023
Q2 | $284K | Sell |
619
-199
| -24% | -$91.2K | 0.04% | 111 |
|
|
2023
Q1 | $365K | Sell |
818
-90
| -10% | -$40.1K | 0.05% | 102 |
|
|
2022
Q4 | $353K | Buy |
908
+517
| +132% | +$201K | 0.06% | 97 |
|
|
2022
Q3 | $151K | Buy |
391
+82
| +27% | +$31.7K | 0.03% | 177 |
|
|
2022
Q2 | $119K | Buy |
309
+247
| +398% | +$95.1K | 0.03% | 186 |
|
|
2022
Q1 | $30K | Hold |
62
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $40K | Sell |
62
-15
| -19% | -$9.68K | 0.01% | 206 |
|
|
2021
Q3 | $42K | Sell |
77
-8
| -9% | -$4.36K | 0.01% | 159 |
|
|
2021
Q2 | $42K | Sell |
85
-6
| -7% | -$2.97K | 0.01% | 166 |
|
|
2021
Q1 | $35K | Hold |
91
| – | – | 0.01% | 171 |
|
|
2020
Q4 | $35K | Sell |
91
-2
| -2% | -$769 | 0.01% | 159 |
|
|
2020
Q3 | $30K | Buy |
+93
| New | +$30K | 0.01% | 158 |
|
|
2019
Q3 | – | Sell |
-946
| Closed | -$247K | – | 267 |
|
|
2019
Q2 | $247K | Buy |
+946
| New | +$247K | 0.08% | 79 |
|