Gladstone Institutional Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
3,525
-32
| -0.9% | -$25.2K | 0.11% | 190 |
|
|
2025
Q1 | $2.18M | Buy |
3,557
+380
| +12% | +$233K | 0.1% | 212 |
|
|
2024
Q4 | $2M | Sell |
3,177
-75
| -2% | -$47.1K | 0.09% | 222 |
|
|
2024
Q3 | $2.02M | Sell |
3,252
-280
| -8% | -$174K | 0.1% | 221 |
|
|
2024
Q2 | $2.32M | Sell |
3,532
-483
| -12% | -$317K | 0.12% | 202 |
|
|
2024
Q1 | $2.61M | Buy |
4,015
+1,823
| +83% | +$1.18M | 0.14% | 181 |
|
|
2023
Q4 | $1.37M | Buy |
2,192
+1,347
| +159% | +$842K | 0.08% | 249 |
|
|
2023
Q3 | $432K | Sell |
845
-229
| -21% | -$117K | 0.03% | 411 |
|
|
2023
Q2 | $492K | Buy |
1,074
+15
| +1% | +$6.87K | 0.03% | 399 |
|
|
2023
Q1 | $472K | Sell |
1,059
-128
| -11% | -$57.1K | 0.03% | 420 |
|
|
2022
Q4 | $462K | Sell |
1,187
-1,164
| -50% | -$453K | 0.03% | 417 |
|
|
2022
Q3 | $911K | Sell |
2,351
-3,848
| -62% | -$1.49M | 0.07% | 288 |
|
|
2022
Q2 | $2.39M | Sell |
6,199
-1,817
| -23% | -$700K | 0.19% | 140 |
|
|
2022
Q1 | $3.86M | Buy |
8,016
+1,529
| +24% | +$735K | 0.26% | 105 |
|
|
2021
Q4 | $4.17M | Buy |
6,487
+1,359
| +27% | +$874K | 0.32% | 86 |
|
|
2021
Q3 | $2.77M | Buy |
+5,128
| New | +$2.77M | 0.27% | 107 |
|