CX Institutional’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.49M | Buy |
9,510
+45
| +0.5% | +$35.4K | 0.26% | 80 |
|
2025
Q1 | $5.81M | Buy |
9,465
+7,687
| +432% | +$4.72M | 0.22% | 105 |
|
2024
Q4 | $1.12M | Sell |
1,778
-10
| -0.6% | -$6.29K | 0.04% | 240 |
|
2024
Q3 | $1.11M | Sell |
1,788
-19
| -1% | -$11.8K | 0.05% | 270 |
|
2024
Q2 | $1.19M | Sell |
1,807
-57
| -3% | -$37.5K | 0.06% | 254 |
|
2024
Q1 | $1.21M | Sell |
1,864
-82
| -4% | -$53.3K | 0.06% | 253 |
|
2023
Q4 | $1.22M | Sell |
1,946
-50
| -3% | -$31.3K | 0.07% | 234 |
|
2023
Q3 | $1.02M | Sell |
1,996
-29
| -1% | -$14.8K | 0.06% | 246 |
|
2023
Q2 | $928K | Buy |
2,025
+59
| +3% | +$27K | 0.05% | 286 |
|
2023
Q1 | $869K | Buy |
1,966
+229
| +13% | +$101K | 0.05% | 292 |
|
2022
Q4 | $676K | Buy |
1,737
+1,174
| +209% | +$457K | 0.04% | 328 |
|
2022
Q3 | $218K | Sell |
563
-3,627
| -87% | -$1.4M | 0.02% | 438 |
|
2022
Q2 | $1.62M | Buy |
4,190
+622
| +17% | +$240K | 0.12% | 199 |
|
2022
Q1 | $1.72M | Buy |
3,568
+2,771
| +348% | +$1.33M | 0.14% | 174 |
|
2021
Q4 | $513K | Buy |
797
+27
| +4% | +$17.4K | 0.04% | 248 |
|
2021
Q3 | $415K | Buy |
770
+36
| +5% | +$19.4K | 0.03% | 281 |
|
2021
Q2 | $360K | Buy |
734
+153
| +26% | +$75K | 0.03% | 274 |
|
2021
Q1 | $223K | Buy |
581
+44
| +8% | +$16.9K | 0.02% | 297 |
|
2020
Q4 | $204K | Buy |
537
+103
| +24% | +$39.1K | 0.02% | 291 |
|
2020
Q3 | $142K | Buy |
434
+233
| +116% | +$76.2K | 0.02% | 282 |
|
2020
Q2 | $60K | Buy |
201
+115
| +134% | +$34.3K | 0.01% | 330 |
|
2020
Q1 | $20K | Sell |
86
-31
| -26% | -$7.21K | ﹤0.01% | 381 |
|
2019
Q4 | $31K | Hold |
117
| – | – | 0.01% | 314 |
|
2019
Q3 | $31K | Buy |
117
+5
| +4% | +$1.33K | 0.01% | 330 |
|
2019
Q2 | $29K | Buy |
112
+10
| +10% | +$2.59K | ﹤0.01% | 370 |
|
2019
Q1 | $27K | Buy |
102
+47
| +85% | +$12.4K | ﹤0.01% | 381 |
|
2018
Q4 | $11K | Buy |
55
+11
| +25% | +$2.2K | ﹤0.01% | 348 |
|
2018
Q3 | $10K | Hold |
44
| – | – | ﹤0.01% | 252 |
|
2018
Q2 | $9K | Buy |
+44
| New | +$9K | ﹤0.01% | 231 |
|