IFP Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
3,606
-262
| -7% | -$206K | 0.08% | 275 |
|
|
2025
Q1 | $2.38M | Sell |
3,868
-93
| -2% | -$57.1K | 0.07% | 318 |
|
|
2024
Q4 | $2.49M | Buy |
3,961
+35
| +0.9% | +$22K | 0.08% | 273 |
|
|
2024
Q3 | $2.44M | Buy |
3,926
+287
| +8% | +$178K | 0.09% | 252 |
|
|
2024
Q2 | $2.39M | Buy |
3,639
+408
| +13% | +$268K | 0.09% | 226 |
|
|
2024
Q1 | $2.1M | Buy |
3,231
+109
| +3% | +$70.8K | 0.09% | 242 |
|
|
2023
Q4 | $1.95M | Sell |
3,122
-86
| -3% | -$53.7K | 0.09% | 239 |
|
|
2023
Q3 | $1.64M | Sell |
3,208
-4,520
| -58% | -$2.31M | 0.07% | 282 |
|
|
2023
Q2 | $3.54M | Sell |
7,728
-4,164
| -35% | -$1.91M | 0.15% | 138 |
|
|
2023
Q1 | $706K | Sell |
11,892
-1,652
| -12% | -$98.1K | 0.03% | 485 |
|
|
2022
Q4 | $1.02M | Buy |
13,544
+4,470
| +49% | +$336K | 0.03% | 612 |
|
|
2022
Q3 | $803K | Buy |
9,074
+1,117
| +14% | +$98.8K | 0.02% | 719 |
|
|
2022
Q2 | $701K | Hold |
7,957
| – | – | 0.02% | 694 |
|
|
2022
Q1 | $701K | Sell |
7,957
-820
| -9% | -$72.2K | 0.02% | 694 |
|
|
2021
Q4 | $5.68M | Sell |
8,777
-234
| -3% | -$151K | 0.11% | 102 |
|
|
2021
Q3 | $4.88M | Buy |
9,011
+596
| +7% | +$322K | 0.1% | 114 |
|
|
2021
Q2 | $4.1M | Buy |
8,415
+270
| +3% | +$131K | 0.08% | 137 |
|
|
2021
Q1 | $3.12M | Buy |
8,145
+585
| +8% | +$224K | 0.06% | 152 |
|
|
2020
Q4 | $2.87M | Buy |
7,560
+6
| +0.1% | +$2.28K | 0.12% | 152 |
|
|
2020
Q3 | $2.47M | Buy |
7,554
+939
| +14% | +$307K | 0.15% | 144 |
|
|
2020
Q2 | $1.9M | Buy |
6,615
+2,828
| +75% | +$811K | 0.15% | 146 |
|
|
2020
Q1 | $911K | Buy |
3,787
+605
| +19% | +$146K | 0.09% | 225 |
|
|
2019
Q4 | $832K | Buy |
3,182
+2,101
| +194% | +$549K | 0.06% | 323 |
|
|
2019
Q3 | $274K | Buy |
+1,081
| New | +$274K | 0.02% | 659 |
|
|
2019
Q1 | $166K | Sell |
636
-204
| -24% | -$53.2K | 0.02% | 522 |
|
|
2018
Q4 | $165K | Sell |
840
-1,779
| -68% | -$349K | 0.01% | 938 |
|
|
2018
Q3 | $596K | Buy |
2,619
+837
| +47% | +$190K | 0.02% | 606 |
|
|
2018
Q2 | $364K | Sell |
1,782
-928
| -34% | -$190K | 0.02% | 793 |
|
|
2018
Q1 | $427K | Buy |
2,710
+400
| +17% | +$63K | 0.02% | 679 |
|
|
2017
Q4 | $364K | Buy |
2,310
+263
| +13% | +$41.4K | 0.02% | 751 |
|
|
2017
Q3 | $291K | Buy |
2,047
+32
| +2% | +$4.55K | 0.01% | 933 |
|
|
2017
Q2 | $268K | Sell |
2,015
-121
| -6% | -$16.1K | 0.01% | 962 |
|
|
2017
Q1 | $248K | Buy |
2,136
+470
| +28% | +$54.6K | 0.01% | 1011 |
|
|
2016
Q4 | $191K | Buy |
1,666
+405
| +32% | +$46.4K | 0.01% | 1081 |
|
|
2016
Q3 | $139K | Sell |
1,261
-60
| -5% | -$6.61K | 0.01% | 1174 |
|
|
2016
Q2 | $147K | Buy |
1,321
+685
| +108% | +$76.2K | 0.01% | 1127 |
|
|
2016
Q1 | $166K | Sell |
636
-2,099
| -77% | -$548K | 0.02% | 522 |
|
|
2015
Q4 | $264K | Buy |
+2,735
| New | +$264K | 0.02% | 717 |
|