Integrated Investment Consultants’s Intuit INTU Stock Holding History

Integrated Investment Consultants’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$519K	Sell	659 -15	-2%	-$11.8K	0.1%	137
2025 Q1	$414K	Sell	674 -392	-37%	-$241K	0.08%	187
2024 Q4	$670K	Hold	1,066	–	–	0.14%	125
2024 Q3	$662K	Buy	1,066 +143	+15%	+$88.8K	0.14%	111
2024 Q2	$600K	Hold	923	–	–	0.17%	107
2024 Q1	$600K	Hold	923	–	–	0.17%	107
2023 Q4	$577K	Hold	923	–	–	0.18%	101
2023 Q3	$472K	Sell	923 -203	-18%	-$104K	0.17%	106
2023 Q2	$516K	Buy	1,126 +14	+1%	+$6.42K	0.16%	104
2023 Q1	$496K	Buy	1,112 +94	+9%	+$41.9K	0.16%	105
2022 Q4	$396K	Buy	1,018 +152	+18%	+$59.2K	0.13%	118
2022 Q3	$335K	Sell	866 -51	-6%	-$19.7K	0.13%	130
2022 Q2	$353K	Sell	917 -189	-17%	-$72.8K	0.13%	126
2022 Q1	$532K	Sell	1,106 -330	-23%	-$159K	0.14%	116
2021 Q4	$924K	Sell	1,436 -252	-15%	-$162K	0.25%	68
2021 Q3	$911K	Buy	1,688 +69	+4%	+$37.2K	0.27%	62
2021 Q2	$794K	Sell	1,619 -75	-4%	-$36.8K	0.23%	73
2021 Q1	$649K	Hold	1,694	–	–	0.22%	80
2020 Q4	$643K	Hold	1,694	–	–	0.24%	77
2020 Q3	$553K	Buy	1,694 +11	+0.7%	+$3.59K	0.26%	74
2020 Q2	$498K	Buy	1,683 +1	+0.1%	+$296	0.24%	71
2020 Q1	$387K	Hold	1,682	–	–	0.23%	81
2019 Q4	$441K	Sell	1,682 -50	-3%	-$13.1K	0.18%	85
2019 Q3	$461K	Hold	1,732	–	–	0.24%	75
2019 Q2	$453K	Sell	1,732 -359	-17%	-$93.9K	0.23%	77
2019 Q1	$547K	Sell	2,091 -16	-0.8%	-$4.19K	0.29%	68
2018 Q4	$415K	Buy	2,107 +16	+0.8%	+$3.15K	0.22%	74
2018 Q3	$475K	Sell	2,091 -100	-5%	-$22.7K	0.23%	69
2018 Q2	$448K	Sell	2,191 -17	-0.8%	-$3.48K	0.23%	71
2018 Q1	$383K	Buy	+2,208	New	+$383K	0.15%	86
2017 Q3	$311K	Hold	2,191	–	–	0.14%	95
2017 Q2	$291K	Hold	2,191	–	–	0.13%	98
2017 Q1	$254K	Buy	2,191 +13	+0.6%	+$1.51K	0.12%	111
2016 Q4	$250K	Hold	2,178	–	–	0.12%	110
2016 Q3	$233K	Hold	2,178	–	–	0.12%	111
2016 Q2	$243K	Hold	2,178	–	–	0.14%	104
2016 Q1	$225K	Hold	2,178	–	–	0.13%	105
2015 Q4	$204K	Buy	+2,178	New	+$204K	0.16%	106