Focus Financial 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 | $1.78M | Buy |
2,255
+59
| +3% | +$46.5K | 0.07% | 203 |
|
2025
Q1 | $1.35M | Buy |
2,196
+29
| +1% | +$17.8K | 0.06% | 245 |
|
2024
Q4 | $1.36M | Buy |
2,167
+2
| +0.1% | +$1.26K | 0.05% | 233 |
|
2024
Q3 | $1.34M | Sell |
2,165
-85
| -4% | -$52.8K | 0.05% | 234 |
|
2024
Q2 | $1.48M | Buy |
2,250
+825
| +58% | +$544K | 0.06% | 210 |
|
2024
Q1 | $867K | Sell |
1,425
-3,270
| -70% | -$1.99M | 0.04% | 274 |
|
2023
Q4 | $2.93M | Buy |
4,695
+3,158
| +205% | +$1.97M | 0.11% | 161 |
|
2023
Q3 | $785K | Hold |
1,537
| – | – | 0.04% | 276 |
|
2023
Q2 | $704K | Hold |
1,537
| – | – | 0.04% | 290 |
|
2023
Q1 | $685K | Hold |
1,537
| – | – | 0.04% | 293 |
|
2022
Q4 | $598K | Buy |
1,537
+124
| +9% | +$48.3K | 0.05% | 257 |
|
2022
Q3 | $547K | Buy |
1,413
+596
| +73% | +$231K | 0.05% | 263 |
|
2022
Q2 | $315K | Hold |
817
| – | – | 0.03% | 374 |
|
2022
Q1 | $393K | Sell |
817
-2,515
| -75% | -$1.21M | 0.03% | 340 |
|
2021
Q4 | $2.14M | Buy |
3,332
+8
| +0.2% | +$5.15K | 0.31% | 78 |
|
2021
Q3 | $1.79M | Sell |
3,324
-17
| -0.5% | -$9.17K | 0.24% | 100 |
|
2021
Q2 | $1.64M | Hold |
3,341
| – | – | 0.22% | 113 |
|
2021
Q1 | $1.28M | Buy |
3,341
+2,527
| +310% | +$968K | 0.15% | 137 |
|
2020
Q4 | $309K | Buy |
814
+39
| +5% | +$14.8K | 0.03% | 342 |
|
2020
Q3 | $253K | Sell |
775
-3
| -0.4% | -$979 | 0.02% | 373 |
|
2020
Q2 | $230K | Buy |
+778
| New | +$230K | 0.03% | 351 |
|
2020
Q1 | – | Sell |
-775
| Closed | -$203K | – | 397 |
|
2019
Q4 | $203K | Hold |
775
| – | – | 0.02% | 392 |
|
2019
Q3 | $206K | Sell |
775
-3
| -0.4% | -$798 | 0.03% | 377 |
|
2019
Q2 | $203K | Buy |
+778
| New | +$203K | 0.03% | 356 |
|