Financial Counselors Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,711
| Closed | -$10.9M | – | 262 |
|
|
2025
Q1 | $10.9M | Sell |
17,711
-174
| -1% | -$104K | 0.17% | 135 |
|
|
2024
Q4 | $11.2M | Buy |
17,885
+248
| +1% | +$158K | 0.16% | 136 |
|
|
2024
Q3 | $11M | Sell |
17,637
-14
| -0.1% | -$8.94K | 0.16% | 140 |
|
|
2024
Q2 | $11.6M | Sell |
17,651
-112
| -0.6% | -$69.5K | 0.19% | 125 |
|
|
2024
Q1 | $11.5M | Sell |
17,763
-261
| -1% | -$167K | 0.19% | 129 |
|
|
2023
Q4 | $11.3M | Buy |
18,024
+357
| +2% | +$197K | 0.2% | 125 |
|
|
2023
Q3 | $9.03M | Sell |
17,667
-40
| -0.2% | -$20.2K | 0.18% | 132 |
|
|
2023
Q2 | $8.11M | Sell |
17,707
-689
| -4% | -$302K | 0.16% | 141 |
|
|
2023
Q1 | $8.2M | Sell |
18,396
-86
| -0.5% | -$35.3K | 0.18% | 138 |
|
|
2022
Q4 | $7.19M | Buy |
18,482
+1,730
| +10% | +$686K | 0.16% | 147 |
|
|
2022
Q3 | $6.49M | Sell |
16,752
-59
| -0.4% | -$25.5K | 0.16% | 143 |
|
|
2022
Q2 | $6.48M | Buy |
16,811
+3,850
| +30% | +$1.59M | 0.15% | 150 |
|
|
2022
Q1 | $6.23M | Buy |
12,961
+1,220
| +10% | +$625K | 0.13% | 157 |
|
|
2021
Q4 | $7.55M | Sell |
11,741
-803
| -6% | -$496K | 0.16% | 149 |
|
|
2021
Q3 | $6.77M | Sell |
12,544
-66
| -0.5% | -$35.6K | 0.14% | 157 |
|
|
2021
Q2 | $6.18M | Buy |
12,610
+257
| +2% | +$111K | 0.13% | 160 |
|
|
2021
Q1 | $4.73M | Buy |
12,353
+621
| +5% | +$239K | 0.11% | 177 |
|
|
2020
Q4 | $4.46M | Buy |
11,732
+139
| +1% | +$48.8K | 0.11% | 176 |
|
|
2020
Q3 | $3.78M | Sell |
11,593
-3,200
| -22% | -$1M | 0.11% | 178 |
|
|
2020
Q2 | $4.38M | Buy |
14,793
+1,364
| +10% | +$374K | 0.14% | 159 |
|
|
2020
Q1 | $3.09M | Buy |
13,429
+2,513
| +23% | +$680K | 0.14% | 157 |
|
|
2019
Q4 | $2.86M | Buy |
10,916
+526
| +5% | +$138K | 0.1% | 186 |
|
|
2019
Q3 | $2.76M | Buy |
10,390
+40
| +0.4% | +$11K | 0.11% | 190 |
|
|
2019
Q2 | $2.71M | Buy |
10,350
+8
| +0.1% | +$2.03K | 0.11% | 190 |
|
|
2019
Q1 | $2.7M | Buy |
10,342
+538
| +5% | +$124K | 0.11% | 185 |
|
|
2018
Q4 | $1.93M | Sell |
9,804
-570
| -5% | -$119K | 0.1% | 198 |
|
|
2018
Q3 | $2.36M | Sell |
10,374
-2,172
| -17% | -$467K | 0.1% | 195 |
|
|
2018
Q2 | $2.56M | Sell |
12,546
-1,352
| -10% | -$259K | 0.12% | 183 |
|
|
2018
Q1 | $2.41M | Sell |
13,898
-656
| -5% | -$110K | 0.11% | 183 |
|
|
2017
Q4 | $2.3M | Buy |
14,554
+475
| +3% | +$72.4K | 0.11% | 196 |
|
|
2017
Q3 | $2M | Sell |
14,079
-49
| -0.3% | -$6.76K | 0.1% | 211 |
|
|
2017
Q2 | $1.88M | Sell |
14,128
-1,665
| -11% | -$216K | 0.09% | 216 |
|
|
2017
Q1 | $1.83M | Buy |
15,793
+2,373
| +18% | +$284K | 0.09% | 215 |
|
|
2016
Q4 | $1.54M | Buy |
+13,420
| New | +$1.5M | 0.08% | 226 |
|
|
2016
Q2 | $241K | Buy |
2,160
+60
| +3% | +$6.28K | 0.01% | 388 |
|
|
2016
Q1 | $218K | Hold |
2,100
| – | – | 0.01% | 401 |
|
|
2015
Q4 | $203K | Buy |
+2,100
| New | +$203K | 0.01% | 415 |
|
|
2015
Q3 | – | Sell |
-5,365
| Closed | -$541K | – | 457 |
|
|
2015
Q2 | $541K | Sell |
5,365
-325
| -6% | -$33.2K | 0.03% | 309 |
|
|
2015
Q1 | $552K | Buy |
+5,690
| New | +$528K | 0.03% | 314 |
|
Other funds holding INTU
