Financial Advocates Investment 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 | $664K | Sell |
843
-476
| -36% | -$375K | 0.05% | 297 |
|
|
2025
Q1 | $810K | Sell |
1,319
-8
| -0.6% | -$4.91K | 0.06% | 325 |
|
|
2024
Q4 | $834K | Buy |
1,327
+107
| +9% | +$67.3K | 0.05% | 339 |
|
|
2024
Q3 | $758K | Buy |
1,220
+84
| +7% | +$52.2K | 0.04% | 365 |
|
|
2024
Q2 | $747K | Buy |
1,136
+146
| +15% | +$96K | 0.05% | 350 |
|
|
2024
Q1 | $643K | Buy |
990
+55
| +6% | +$35.7K | 0.04% | 405 |
|
|
2023
Q4 | $584K | Buy |
935
+9
| +1% | +$5.62K | 0.04% | 396 |
|
|
2023
Q3 | $473K | Buy |
926
+292
| +46% | +$149K | 0.03% | 423 |
|
|
2023
Q2 | $290K | Buy |
+634
| New | +$290K | 0.02% | 528 |
|
|
2022
Q1 | – | Sell |
-3,732
| Closed | -$2.27M | – | 763 |
|
|
2021
Q4 | $2.27M | Sell |
3,732
-413
| -10% | -$252K | 0.14% | 163 |
|
|
2021
Q3 | $2.24M | Buy |
4,145
+2,445
| +144% | +$1.32M | 0.15% | 160 |
|
|
2021
Q2 | $833K | Buy |
1,700
+342
| +25% | +$168K | 0.06% | 349 |
|
|
2021
Q1 | $520K | Buy |
+1,358
| New | +$520K | 0.04% | 463 |
|