Gradient Investments’s Intuit INTU Stock Holding History

Gradient Investments’s Portfolio INTU Stock Details INTU Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22.6M	Sell	28,736 -6,150	-18%	-$4.84M	0.41%	81
2025 Q1	$21.4M	Buy	34,886 +5,705	+20%	+$3.5M	0.43%	78
2024 Q4	$18.3M	Buy	29,181 +2,960	+11%	+$1.86M	0.37%	77
2024 Q3	$16.3M	Buy	26,221 +2,756	+12%	+$1.71M	0.34%	82
2024 Q2	$15.4M	Buy	23,465 +3,520	+18%	+$2.31M	0.35%	100
2024 Q1	$13M	Sell	19,945 -280	-1%	-$182K	0.3%	117
2023 Q4	$12.6M	Buy	20,225 +20,217	+252,713%	+$12.6M	0.31%	115
2023 Q3	$4.09K	Sell	8 -1	-11%	-$511	﹤0.01%	1000
2023 Q2	$4.12K	Buy	9 +8	+800%	+$3.67K	﹤0.01%	991
2023 Q1	$446	Sell	1 -1	-50%	-$446	﹤0.01%	1292
2022 Q4	$778	Sell	2 -6	-75%	-$2.33K	﹤0.01%	1242
2022 Q3	$3K	Buy	8 +3	+60%	+$1.13K	﹤0.01%	1062
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	1048
2022 Q1	$2K	Sell	5 -8	-62%	-$3.2K	﹤0.01%	1040
2021 Q4	$8K	Buy	13 +8	+160%	+$4.92K	﹤0.01%	847
2021 Q3	$3K	Hold	5	–	–	﹤0.01%	958
2021 Q2	$2K	Sell	5 -18	-78%	-$7.2K	﹤0.01%	997
2021 Q1	$9K	Buy	23 +18	+360%	+$7.04K	﹤0.01%	782
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	962
2020 Q3	$2K	Sell	5 -3,866	-100%	-$1.55M	﹤0.01%	967
2020 Q2	$1.15M	Hold	3,871	–	–	0.05%	160
2020 Q1	$890K	Sell	3,871 -10	-0.3%	-$2.3K	0.05%	181
2019 Q4	$1.02M	Hold	3,881	–	–	0.05%	194
2019 Q3	$1.03M	Buy	3,881 +15	+0.4%	+$3.99K	0.05%	193
2019 Q2	$1.01M	Hold	3,866	–	–	0.05%	187
2019 Q1	$1.01M	Hold	3,866	–	–	0.07%	137
2018 Q4	$761K	Hold	3,866	–	–	0.05%	145
2018 Q3	$879K	Hold	3,866	–	–	0.05%	169
2018 Q2	$790K	Hold	3,866	–	–	0.04%	164
2018 Q1	$670K	Hold	3,866	–	–	0.04%	155
2017 Q4	$610K	Sell	3,866 -119	-3%	-$18.8K	0.04%	163
2017 Q3	$566K	Buy	3,985 +116	+3%	+$16.5K	0.04%	151
2017 Q2	$514K	Buy	3,869 +3	+0.1%	+$399	0.04%	155
2017 Q1	$448K	Buy	+3,866	New	+$448K	0.03%	136
2016 Q3	–	Sell	-50	Closed	-$6K	–	741
2016 Q2	$6K	Hold	50	–	–	﹤0.01%	488
2016 Q1	$5K	Hold	50	–	–	﹤0.01%	528
2015 Q4	$5K	Buy	+50	New	+$5K	﹤0.01%	484