Global Retirement Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
+2,069
| New | +$1.63M | 0.04% | 385 |
|
|
2024
Q4 | $1.16M | Buy |
1,848
+48
| +3% | +$30.2K | 0.03% | 412 |
|
|
2024
Q3 | $1.12M | Buy |
1,800
+57
| +3% | +$35.4K | 0.03% | 420 |
|
|
2024
Q2 | $1.15M | Buy |
1,743
+285
| +20% | +$187K | 0.04% | 395 |
|
|
2024
Q1 | $947K | Buy |
1,458
+64
| +5% | +$41.6K | 0.04% | 375 |
|
|
2023
Q4 | $842K | Buy |
1,394
+57
| +4% | +$34.4K | 0.04% | 378 |
|
|
2023
Q3 | $692K | Buy |
1,337
+91
| +7% | +$47.1K | 0.03% | 369 |
|
|
2023
Q2 | $571K | Buy |
1,246
+49
| +4% | +$22.5K | 0.03% | 418 |
|
|
2023
Q1 | $514K | Buy |
1,197
+565
| +89% | +$243K | 0.03% | 423 |
|
|
2022
Q4 | $246K | Buy |
632
+35
| +6% | +$13.6K | 0.02% | 536 |
|
|
2022
Q3 | $255K | Buy |
597
+71
| +13% | +$30.3K | 0.02% | 502 |
|
|
2022
Q2 | $203K | Buy |
526
+117
| +29% | +$45.2K | 0.02% | 549 |
|
|
2022
Q1 | $147K | Buy |
+409
| New | +$147K | 0.01% | 628 |
|
|
2021
Q4 | – | Sell |
-285
| Closed | -$154K | – | 1000 |
|
|
2021
Q3 | $154K | Buy |
285
+32
| +13% | +$17.3K | 0.02% | 534 |
|
|
2021
Q2 | $124K | Buy |
253
+21
| +9% | +$10.3K | 0.01% | 579 |
|
|
2021
Q1 | $89K | Hold |
232
| – | – | 0.01% | 597 |
|
|
2020
Q4 | $88K | Hold |
232
| – | – | 0.01% | 560 |
|
|
2020
Q3 | $76K | Hold |
232
| – | – | 0.01% | 537 |
|
|
2020
Q2 | $69K | Hold |
232
| – | – | 0.01% | 561 |
|
|
2020
Q1 | $53K | Sell |
232
-25
| -10% | -$5.71K | 0.01% | 549 |
|
|
2019
Q4 | $67K | Sell |
257
-50
| -16% | -$13K | 0.01% | 569 |
|
|
2019
Q3 | $82K | Sell |
307
-214
| -41% | -$57.2K | 0.01% | 511 |
|
|
2019
Q2 | $136K | Buy |
521
+426
| +448% | +$111K | 0.03% | 407 |
|
|
2019
Q1 | $25K | Sell |
95
-12
| -11% | -$3.16K | 0.01% | 745 |
|
|
2018
Q4 | $21K | Buy |
107
+32
| +43% | +$6.28K | 0.01% | 730 |
|
|
2018
Q3 | $17K | Hold |
75
| – | – | ﹤0.01% | 874 |
|
|
2018
Q2 | $15K | Hold |
75
| – | – | ﹤0.01% | 887 |
|
|
2018
Q1 | $13K | Sell |
75
-149
| -67% | -$25.8K | ﹤0.01% | 882 |
|
|
2017
Q4 | $35K | Buy |
224
+142
| +173% | +$22.2K | 0.01% | 596 |
|
|
2017
Q3 | $12K | Hold |
82
| – | – | 0.01% | 769 |
|
|
2017
Q2 | $11K | Hold |
82
| – | – | 0.01% | 762 |
|
|
2017
Q1 | $10K | Hold |
82
| – | – | 0.01% | 743 |
|
|
2016
Q4 | $9K | Buy |
+82
| New | +$9K | 0.01% | 715 |
|