Financial Advisors Network’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
1,041
+77
| +8% | +$60.7K | 0.12% | 83 |
|
|
2025
Q1 | $592K | Buy |
964
+482
| +100% | +$296K | 0.1% | 88 |
|
|
2024
Q4 | $303K | Buy |
+482
| New | +$303K | 0.05% | 145 |
|
|
2023
Q4 | $533K | Buy |
853
+153
| +22% | +$95.6K | 0.11% | 85 |
|
|
2023
Q3 | $358K | Buy |
+700
| New | +$358K | 0.08% | 105 |
|
|
2022
Q2 | – | Sell |
-511
| Closed | -$246K | – | 124 |
|
|
2022
Q1 | $246K | Sell |
511
-12
| -2% | -$5.78K | 0.06% | 109 |
|
|
2021
Q4 | $336K | Buy |
523
+7
| +1% | +$4.5K | 0.08% | 113 |
|
|
2021
Q3 | $324K | Buy |
516
+66
| +15% | +$41.4K | 0.07% | 118 |
|
|
2021
Q2 | $221K | Buy |
+450
| New | +$221K | 0.07% | 113 |
|
|
2021
Q1 | – | Sell |
-5,575
| Closed | -$2.12M | – | 119 |
|
|
2020
Q4 | $2.12M | Buy |
5,575
+46
| +0.8% | +$17.5K | 0.73% | 32 |
|
|
2020
Q3 | $1.8M | Sell |
5,529
-800
| -13% | -$261K | 0.71% | 29 |
|
|
2020
Q2 | $1.88M | Sell |
6,329
-223
| -3% | -$66.1K | 0.76% | 29 |
|
|
2020
Q1 | $1.51M | Buy |
6,552
+827
| +14% | +$190K | 0.72% | 28 |
|
|
2019
Q4 | $1.5M | Buy |
5,725
+103
| +2% | +$27K | 0.69% | 29 |
|
|
2019
Q3 | $1.5M | Buy |
5,622
+51
| +0.9% | +$13.6K | 0.77% | 25 |
|
|
2019
Q2 | $1.5M | Buy |
5,571
+69
| +1% | +$18.5K | 0.8% | 24 |
|
|
2019
Q1 | $1.35M | Sell |
5,502
-531
| -9% | -$130K | 0.78% | 25 |
|
|
2018
Q4 | $1.19M | Buy |
+6,033
| New | +$1.19M | 0.74% | 23 |
|
|
2018
Q2 | $1.23M | Buy |
+6,025
| New | +$1.23M | 0.74% | 24 |
|
|
2017
Q4 | $530K | Buy |
3,356
+593
| +21% | +$93.7K | 0.36% | 53 |
|
|
2017
Q3 | $393K | Buy |
2,763
+23
| +0.8% | +$3.27K | 0.31% | 64 |
|
|
2017
Q2 | $364K | Buy |
2,740
+74
| +3% | +$9.83K | 0.3% | 61 |
|
|
2017
Q1 | $338K | Buy |
2,666
+119
| +5% | +$15.1K | 0.29% | 64 |
|
|
2016
Q4 | $302K | Buy |
+2,547
| New | +$302K | 0.26% | 66 |
|