GCA
Gradient Capital Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
608
+11
| +2% | +$8.66K | 0.14% | 103 |
|
|
2025
Q1 | $367K | Buy |
597
+8
| +1% | +$4.91K | 0.12% | 111 |
|
|
2024
Q4 | $370K | Buy |
589
+5
| +0.9% | +$3.14K | 0.12% | 110 |
|
|
2024
Q3 | $363K | Buy |
584
+26
| +5% | +$16.1K | 0.12% | 109 |
|
|
2024
Q2 | $367K | Sell |
558
-9
| -2% | -$5.92K | 0.13% | 108 |
|
|
2024
Q1 | $369K | Hold |
567
| – | – | 0.14% | 112 |
|
|
2023
Q4 | $354K | Sell |
567
-2
| -0.4% | -$1.25K | 0.13% | 110 |
|
|
2023
Q3 | $291K | Buy |
569
+7
| +1% | +$3.58K | 0.12% | 112 |
|
|
2023
Q2 | $258K | Buy |
562
+2
| +0.4% | +$916 | 0.1% | 128 |
|
|
2023
Q1 | $250K | Hold |
560
| – | – | 0.11% | 127 |
|
|
2022
Q4 | $218K | Buy |
560
+18
| +3% | +$7.01K | 0.1% | 129 |
|
|
2022
Q3 | $210K | Buy |
+542
| New | +$210K | 0.1% | 121 |
|
|
2022
Q2 | – | Sell |
-435
| Closed | -$209K | – | 119 |
|
|
2022
Q1 | $209K | Hold |
435
| – | – | 0.09% | 118 |
|
|
2021
Q4 | $280K | Sell |
435
-6
| -1% | -$3.86K | 0.12% | 103 |
|
|
2021
Q3 | $238K | Buy |
441
+3
| +0.7% | +$1.62K | 0.11% | 110 |
|
|
2021
Q2 | $215K | Buy |
+438
| New | +$215K | 0.1% | 111 |
|
|
2019
Q3 | – | Sell |
-779
| Closed | -$204K | – | 88 |
|
|
2019
Q2 | $204K | Hold |
779
| – | – | 0.16% | 88 |
|
|
2019
Q1 | $204K | Buy |
+779
| New | +$204K | 0.16% | 87 |
|