D.A. Davidson & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
10,366
+109
| +1% | +$85.9K | 0.06% | 242 |
|
|
2025
Q1 | $6.3M | Buy |
10,257
+470
| +5% | +$289K | 0.05% | 272 |
|
|
2024
Q4 | $6.15M | Buy |
9,787
+184
| +2% | +$116K | 0.05% | 271 |
|
|
2024
Q3 | $5.96M | Buy |
9,603
+343
| +4% | +$213K | 0.05% | 283 |
|
|
2024
Q2 | $6.09M | Buy |
9,260
+1,794
| +24% | +$1.18M | 0.05% | 254 |
|
|
2024
Q1 | $4.85M | Sell |
7,466
-813
| -10% | -$528K | 0.04% | 304 |
|
|
2023
Q4 | $5.17M | Buy |
8,279
+1,498
| +22% | +$936K | 0.05% | 275 |
|
|
2023
Q3 | $3.47M | Buy |
6,781
+238
| +4% | +$122K | 0.04% | 337 |
|
|
2023
Q2 | $3M | Buy |
6,543
+801
| +14% | +$367K | 0.03% | 380 |
|
|
2023
Q1 | $2.56M | Buy |
5,742
+1,246
| +28% | +$556K | 0.03% | 404 |
|
|
2022
Q4 | $1.75M | Sell |
4,496
-103
| -2% | -$40.1K | 0.02% | 473 |
|
|
2022
Q3 | $1.78M | Buy |
4,599
+84
| +2% | +$32.5K | 0.02% | 432 |
|
|
2022
Q2 | $1.74M | Sell |
4,515
-682
| -13% | -$263K | 0.02% | 457 |
|
|
2022
Q1 | $2.5M | Buy |
5,197
+210
| +4% | +$101K | 0.03% | 412 |
|
|
2021
Q4 | $3.21M | Sell |
4,987
-120
| -2% | -$77.2K | 0.03% | 347 |
|
|
2021
Q3 | $2.76M | Buy |
5,107
+132
| +3% | +$71.2K | 0.03% | 368 |
|
|
2021
Q2 | $2.44M | Buy |
4,975
+768
| +18% | +$377K | 0.03% | 393 |
|
|
2021
Q1 | $1.61M | Buy |
4,207
+3,555
| +545% | +$1.36M | 0.02% | 453 |
|
|
2020
Q4 | $248K | Buy |
+652
| New | +$248K | ﹤0.01% | 910 |
|
|
2020
Q2 | – | Sell |
-1,037
| Closed | -$239K | – | 983 |
|
|
2020
Q1 | $239K | Sell |
1,037
-22
| -2% | -$5.07K | ﹤0.01% | 817 |
|
|
2019
Q4 | $277K | Buy |
1,059
+50
| +5% | +$13.1K | ﹤0.01% | 855 |
|
|
2019
Q3 | $268K | Buy |
+1,009
| New | +$268K | ﹤0.01% | 815 |
|
|
2019
Q2 | – | Sell |
-1,921
| Closed | -$502K | – | 1076 |
|
|
2019
Q1 | $502K | Sell |
1,921
-398
| -17% | -$104K | 0.01% | 692 |
|
|
2018
Q4 | $456K | Buy |
2,319
+58
| +3% | +$11.4K | 0.01% | 679 |
|
|
2018
Q3 | $514K | Sell |
2,261
-184
| -8% | -$41.8K | 0.01% | 700 |
|
|
2018
Q2 | $500K | Buy |
2,445
+357
| +17% | +$73K | 0.01% | 703 |
|
|
2018
Q1 | $362K | Buy |
2,088
+61
| +3% | +$10.6K | 0.01% | 800 |
|
|
2017
Q4 | $320K | Buy |
2,027
+573
| +39% | +$90.5K | 0.01% | 817 |
|
|
2017
Q3 | $206K | Buy |
1,454
+100
| +7% | +$14.2K | ﹤0.01% | 1001 |
|
|
2017
Q2 | $179K | Sell |
1,354
-360
| -21% | -$47.6K | ﹤0.01% | 1008 |
|
|
2017
Q1 | $198K | Sell |
1,714
-36,869
| -96% | -$4.26M | ﹤0.01% | 942 |
|
|
2016
Q4 | $4.42M | Buy |
38,583
+563
| +1% | +$64.5K | 0.1% | 198 |
|
|
2016
Q3 | $4.18M | Buy |
38,020
+370
| +1% | +$40.7K | 0.1% | 200 |
|
|
2016
Q2 | $4.2M | Buy |
37,650
+759
| +2% | +$84.7K | 0.12% | 166 |
|
|
2016
Q1 | $3.84M | Buy |
36,891
+693
| +2% | +$72.1K | 0.12% | 171 |
|
|
2015
Q4 | $3.49M | Sell |
36,198
-1,164
| -3% | -$112K | 0.11% | 175 |
|
|
2015
Q3 | $3.32M | Sell |
37,362
-3,028
| -7% | -$269K | 0.12% | 181 |
|
|
2015
Q2 | $4.07M | Sell |
40,390
-2,175
| -5% | -$219K | 0.13% | 159 |
|
|
2015
Q1 | $4.12M | Buy |
42,565
+335
| +0.8% | +$32.5K | 0.14% | 161 |
|
|
2014
Q4 | $3.89M | Sell |
42,230
-1,625
| -4% | -$150K | 0.13% | 164 |
|
|
2014
Q3 | $3.84M | Buy |
43,855
+2,965
| +7% | +$260K | 0.13% | 149 |
|
|
2014
Q2 | $3.29M | Sell |
40,890
-164
| -0.4% | -$13.2K | 0.11% | 180 |
|
|
2014
Q1 | $3.19M | Sell |
41,054
-872
| -2% | -$67.7K | 0.11% | 178 |
|
|
2013
Q4 | $3.2M | Sell |
41,926
-709
| -2% | -$54.1K | 0.12% | 166 |
|
|
2013
Q3 | $2.83M | Buy |
42,635
+593
| +1% | +$39.3K | 0.13% | 162 |
|
|
2013
Q2 | $2.56M | Buy |
+42,042
| New | +$2.56M | 0.12% | 165 |
|