Dynamic Advisor Solutions’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Sell |
9,251
-343
| -4% | -$270K | 0.23% | 106 |
|
|
2025
Q1 | $5.89M | Buy |
9,594
+375
| +4% | +$230K | 0.19% | 126 |
|
|
2024
Q4 | $5.79M | Sell |
9,219
-239
| -3% | -$150K | 0.25% | 94 |
|
|
2024
Q3 | $5.87M | Sell |
9,458
-1,090
| -10% | -$677K | 0.18% | 144 |
|
|
2024
Q2 | $6.93M | Buy |
10,548
+167
| +2% | +$110K | 0.22% | 111 |
|
|
2024
Q1 | $6.75M | Sell |
10,381
-65
| -0.6% | -$42.2K | 0.23% | 108 |
|
|
2023
Q4 | $6.15M | Buy |
10,446
+54
| +0.5% | +$31.8K | 0.23% | 117 |
|
|
2023
Q3 | $5.31M | Buy |
10,392
+145
| +1% | +$74.1K | 0.25% | 110 |
|
|
2023
Q2 | $4.7M | Buy |
10,247
+2,974
| +41% | +$1.36M | 0.24% | 123 |
|
|
2023
Q1 | $3.24M | Buy |
7,273
+2,386
| +49% | +$1.06M | 0.19% | 143 |
|
|
2022
Q4 | $1.9M | Buy |
4,887
+505
| +12% | +$197K | 0.13% | 183 |
|
|
2022
Q3 | $1.7M | Sell |
4,382
-163
| -4% | -$63.1K | 0.13% | 176 |
|
|
2022
Q2 | $1.75M | Buy |
4,545
+512
| +13% | +$197K | 0.13% | 170 |
|
|
2022
Q1 | $1.94M | Buy |
4,033
+53
| +1% | +$25.5K | 0.14% | 164 |
|
|
2021
Q4 | $2.56M | Sell |
3,980
-822
| -17% | -$529K | 0.18% | 129 |
|
|
2021
Q3 | $2.59M | Buy |
4,802
+693
| +17% | +$374K | 0.2% | 129 |
|
|
2021
Q2 | $2.01M | Sell |
4,109
-1,303
| -24% | -$639K | 0.16% | 159 |
|
|
2021
Q1 | $2.07M | Sell |
5,412
-3,305
| -38% | -$1.27M | 0.19% | 133 |
|
|
2020
Q4 | $3.31M | Buy |
8,717
+229
| +3% | +$87K | 0.31% | 89 |
|
|
2020
Q3 | $2.77M | Sell |
8,488
-844
| -9% | -$275K | 0.31% | 87 |
|
|
2020
Q2 | $2.76M | Buy |
9,332
+1,146
| +14% | +$339K | 0.37% | 75 |
|
|
2020
Q1 | $1.88M | Buy |
8,186
+556
| +7% | +$128K | 0.34% | 85 |
|
|
2019
Q4 | $2M | Buy |
7,630
+2,145
| +39% | +$562K | 0.27% | 99 |
|
|
2019
Q3 | $1.46M | Sell |
5,485
-128
| -2% | -$34K | 0.23% | 119 |
|
|
2019
Q2 | $1.47M | Sell |
5,613
-69
| -1% | -$18K | 0.24% | 110 |
|
|
2019
Q1 | $1.49M | Sell |
5,682
-309
| -5% | -$80.8K | 0.28% | 93 |
|
|
2018
Q4 | $1.28M | Sell |
5,991
-85
| -1% | -$18.2K | 0.27% | 102 |
|
|
2018
Q3 | $1.38M | Sell |
6,076
-404
| -6% | -$91.9K | 0.29% | 107 |
|
|
2018
Q2 | $1.33M | Buy |
6,480
+262
| +4% | +$53.6K | 0.3% | 100 |
|
|
2018
Q1 | $1.08M | Sell |
6,218
-103
| -2% | -$17.9K | 0.28% | 108 |
|
|
2017
Q4 | $997K | Sell |
6,321
-186
| -3% | -$29.3K | 0.33% | 102 |
|
|
2017
Q3 | $925K | Sell |
6,507
-437
| -6% | -$62.1K | 0.37% | 92 |
|
|
2017
Q2 | $922K | Sell |
6,944
-73
| -1% | -$9.69K | 0.36% | 89 |
|
|
2017
Q1 | $814K | Sell |
7,017
-102
| -1% | -$11.8K | 0.32% | 94 |
|
|
2016
Q4 | $816K | Buy |
7,119
+17
| +0.2% | +$1.95K | 0.33% | 89 |
|
|
2016
Q3 | $781K | Sell |
7,102
-160
| -2% | -$17.6K | 0.3% | 104 |
|
|
2016
Q2 | $811K | Buy |
7,262
+111
| +2% | +$12.4K | 0.33% | 84 |
|
|
2016
Q1 | $744K | Sell |
7,151
-115
| -2% | -$12K | 0.32% | 81 |
|
|
2015
Q4 | $701K | Buy |
7,266
+155
| +2% | +$15K | 0.29% | 94 |
|
|
2015
Q3 | $631K | Buy |
7,111
+435
| +7% | +$38.6K | 0.32% | 84 |
|
|
2015
Q2 | $673K | Buy |
6,676
+290
| +5% | +$29.2K | 0.39% | 71 |
|
|
2015
Q1 | $619K | Sell |
6,386
-280
| -4% | -$27.1K | 0.31% | 95 |
|
|
2014
Q4 | $615K | Buy |
6,666
+15
| +0.2% | +$1.38K | 0.33% | 88 |
|
|
2014
Q3 | $583K | Buy |
6,651
+90
| +1% | +$7.89K | 0.32% | 90 |
|
|
2014
Q2 | $528K | Buy |
6,561
+110
| +2% | +$8.85K | 0.32% | 98 |
|
|
2014
Q1 | $501K | Buy |
6,451
+720
| +13% | +$55.9K | 0.34% | 106 |
|
|
2013
Q4 | $437K | Buy |
+5,731
| New | +$437K | 0.32% | 111 |
|