Dakota Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
3,611
-533
| -13% | -$420K | 0.06% | 219 |
|
|
2025
Q1 | $2.54M | Buy |
4,144
+117
| +3% | +$71.8K | 0.06% | 228 |
|
|
2024
Q4 | $2.53M | Sell |
4,027
-30
| -0.7% | -$18.9K | 0.06% | 230 |
|
|
2024
Q3 | $2.52M | Buy |
4,057
+213
| +6% | +$132K | 0.06% | 240 |
|
|
2024
Q2 | $2.53M | Sell |
3,844
-28
| -0.7% | -$18.4K | 0.06% | 234 |
|
|
2024
Q1 | $2.52M | Sell |
3,872
-241
| -6% | -$157K | 0.06% | 236 |
|
|
2023
Q4 | $2.57M | Buy |
4,113
+210
| +5% | +$131K | 0.1% | 191 |
|
|
2023
Q3 | $1.99M | Sell |
3,903
-271
| -6% | -$138K | 0.09% | 206 |
|
|
2023
Q2 | $1.91M | Buy |
4,174
+882
| +27% | +$404K | 0.09% | 185 |
|
|
2023
Q1 | $1.47M | Sell |
3,292
-94
| -3% | -$41.9K | 0.1% | 185 |
|
|
2022
Q4 | $1.32M | Sell |
3,386
-899
| -21% | -$350K | 0.09% | 188 |
|
|
2022
Q3 | $1.66M | Buy |
4,285
+2,175
| +103% | +$842K | 0.13% | 167 |
|
|
2022
Q2 | $814K | Buy |
2,110
+1,480
| +235% | +$571K | 0.07% | 205 |
|
|
2022
Q1 | $302K | Sell |
630
-3,983
| -86% | -$1.91M | 0.02% | 359 |
|
|
2021
Q4 | $2.97M | Sell |
4,613
-867
| -16% | -$558K | 0.31% | 86 |
|
|
2021
Q3 | $2.96M | Sell |
5,480
-6,363
| -54% | -$3.43M | 0.34% | 83 |
|
|
2021
Q2 | $5.81M | Buy |
11,843
+10,555
| +819% | +$5.17M | 0.69% | 39 |
|
|
2021
Q1 | $493K | Sell |
1,288
-507
| -28% | -$194K | 0.06% | 210 |
|
|
2020
Q4 | $682K | Sell |
1,795
-400
| -18% | -$152K | 0.09% | 182 |
|
|
2020
Q3 | $716K | Sell |
2,195
-888
| -29% | -$290K | 0.11% | 134 |
|
|
2020
Q2 | $913K | Buy |
3,083
+1,643
| +114% | +$487K | 0.16% | 123 |
|
|
2020
Q1 | $331K | Sell |
1,440
-1,283
| -47% | -$295K | 0.07% | 185 |
|
|
2019
Q4 | $713K | Sell |
2,723
-725
| -21% | -$190K | 0.11% | 162 |
|
|
2019
Q3 | $917K | Buy |
3,448
+2,653
| +334% | +$706K | 0.16% | 132 |
|
|
2019
Q2 | $208K | Buy |
+795
| New | +$208K | 0.04% | 264 |
|
|
2019
Q1 | – | Sell |
-1,495
| Closed | -$340K | – | 317 |
|
|
2018
Q4 | $340K | Hold |
1,495
| – | – | 0.08% | 202 |
|
|
2018
Q3 | $340K | Buy |
+1,495
| New | +$340K | 0.08% | 202 |
|