Flagship Harbor Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Hold |
1,981
| – | – | 0.07% | 237 |
|
2025
Q1 | $1.22M | Sell |
1,981
-26
| -1% | -$16K | 0.06% | 251 |
|
2024
Q4 | $1.26M | Buy |
2,007
+73
| +4% | +$45.9K | 0.07% | 238 |
|
2024
Q3 | $1.2M | Buy |
+1,934
| New | +$1.2M | 0.07% | 242 |
|
2024
Q1 | $1.59M | Sell |
2,439
-897
| -27% | -$583K | 0.1% | 188 |
|
2023
Q4 | $2.08M | Buy |
3,336
+2,209
| +196% | +$1.38M | 0.15% | 132 |
|
2023
Q3 | $576K | Sell |
1,127
-3
| -0.3% | -$1.53K | 0.05% | 293 |
|
2023
Q2 | $518K | Sell |
1,130
-11
| -1% | -$5.04K | 0.04% | 322 |
|
2023
Q1 | $509K | Sell |
1,141
-23
| -2% | -$10.3K | 0.05% | 346 |
|
2022
Q4 | $453K | Buy |
1,164
+20
| +2% | +$7.78K | 0.05% | 357 |
|
2022
Q3 | $443K | Sell |
1,144
-58
| -5% | -$22.5K | 0.05% | 338 |
|
2022
Q2 | $463K | Buy |
1,202
+23
| +2% | +$8.86K | 0.05% | 338 |
|
2022
Q1 | $567K | Sell |
1,179
-145
| -11% | -$69.7K | 0.05% | 325 |
|
2021
Q4 | $852K | Buy |
1,324
+450
| +51% | +$290K | 0.08% | 256 |
|
2021
Q3 | $428K | Hold |
874
| – | – | 0.05% | 382 |
|
2021
Q2 | $428K | Buy |
874
+49
| +6% | +$24K | 0.05% | 383 |
|
2021
Q1 | $316K | Buy |
825
+3
| +0.4% | +$1.15K | 0.04% | 460 |
|
2020
Q4 | $312K | Buy |
822
+140
| +21% | +$53.1K | 0.04% | 413 |
|
2020
Q3 | $222K | Buy |
682
+13
| +2% | +$4.23K | 0.03% | 439 |
|
2020
Q2 | $198K | Buy |
669
+101
| +18% | +$29.9K | 0.03% | 463 |
|
2020
Q1 | $131K | Buy |
568
+2
| +0.4% | +$461 | 0.03% | 479 |
|
2019
Q4 | $148K | Buy |
566
+1
| +0.2% | +$261 | 0.03% | 508 |
|
2019
Q3 | $150K | Buy |
565
+29
| +5% | +$7.7K | 0.03% | 486 |
|
2019
Q2 | $140K | Buy |
536
+215
| +67% | +$56.2K | 0.03% | 483 |
|
2019
Q1 | $84K | Buy |
321
+22
| +7% | +$5.76K | 0.02% | 610 |
|
2018
Q4 | $58K | Buy |
299
+161
| +117% | +$31.2K | 0.01% | 661 |
|
2018
Q3 | $32K | Buy |
138
+38
| +38% | +$8.81K | 0.01% | 956 |
|
2018
Q2 | $20K | Buy |
+100
| New | +$20K | ﹤0.01% | 1098 |
|