Gradient Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $486K | Buy |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Hold |
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|
2019
Q1 | $204K | Buy |
|