Financial Advocates Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $664K | Sell |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $834K | Buy |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $747K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $833K | Buy |
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|
2021
Q1 | $520K | Buy |
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