Gladstone Institutional Advisory’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$768K	Sell	1,777 -651	-27%	-$311K	0.03%	440
2025 Q4	$1.61M	Sell	2,428 -846	-26%	-$559K	0.06%	282
2025 Q3	$2.24M	Sell	3,274 -251	-7%	-$181K	0.09%	228
2025 Q2	$2.78M	Sell	3,525 -32	-0.9%	-$21.7K	0.11%	190
2025 Q1	$2.18M	Buy	3,557 +380	+12%	+$228K	0.1%	212
2024 Q4	$2M	Sell	3,177 -75	-2%	-$47.9K	0.09%	222
2024 Q3	$2.02M	Sell	3,252 -280	-8%	-$179K	0.1%	221
2024 Q2	$2.32M	Sell	3,532 -483	-12%	-$300K	0.12%	202
2024 Q1	$2.61M	Buy	4,015 +1,823	+83%	+$1.16M	0.14%	181
2023 Q4	$1.37M	Buy	2,192 +1,347	+159%	+$743K	0.08%	249
2023 Q3	$432K	Sell	845 -229	-21%	-$116K	0.03%	411
2023 Q2	$492K	Buy	1,074 +15	+1%	+$6.57K	0.03%	399
2023 Q1	$472K	Sell	1,059 -128	-11%	-$52.5K	0.03%	420
2022 Q4	$462K	Sell	1,187 -1,164	-50%	-$462K	0.03%	417
2022 Q3	$911K	Sell	2,351 -3,848	-62%	-$1.66M	0.07%	288
2022 Q2	$2.39M	Sell	6,199 -1,817	-23%	-$752K	0.19%	140
2022 Q1	$3.85M	Buy	8,016 +1,529	+24%	+$783K	0.26%	105
2021 Q4	$4.17M	Buy	6,487 +1,359	+27%	+$839K	0.32%	86
2021 Q3	$2.77M	Buy	+5,128	New	+$2.76M	0.27%	107