KCM Investment 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 | $643K | Buy |
817
+81
| +11% | +$63.8K | 0.02% | 249 |
|
|
2025
Q1 | $452K | Sell |
736
-3
| -0.4% | -$1.84K | 0.02% | 266 |
|
|
2024
Q4 | $464K | Buy |
739
+12
| +2% | +$7.54K | 0.02% | 263 |
|
|
2024
Q3 | $451K | Buy |
727
+11
| +2% | +$6.83K | 0.02% | 274 |
|
|
2024
Q2 | $470K | Hold |
716
| – | – | 0.02% | 262 |
|
|
2024
Q1 | $465K | Buy |
716
+59
| +9% | +$38.3K | 0.02% | 265 |
|
|
2023
Q4 | $410K | Sell |
657
-18
| -3% | -$11.2K | 0.02% | 270 |
|
|
2023
Q3 | $345K | Hold |
675
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $309K | Sell |
675
-39
| -5% | -$17.9K | 0.01% | 326 |
|
|
2023
Q1 | $318K | Buy |
714
+133
| +23% | +$59.3K | 0.01% | 334 |
|
|
2022
Q4 | $226K | Buy |
581
+4
| +0.7% | +$1.56K | 0.01% | 372 |
|
|
2022
Q3 | $223K | Buy |
577
+7
| +1% | +$2.71K | 0.01% | 353 |
|
|
2022
Q2 | $220K | Sell |
570
-329
| -37% | -$127K | 0.01% | 368 |
|
|
2022
Q1 | $432K | Sell |
899
-27
| -3% | -$13K | 0.02% | 310 |
|
|
2021
Q4 | $595K | Buy |
926
+27
| +3% | +$17.3K | 0.02% | 267 |
|
|
2021
Q3 | $485K | Hold |
899
| – | – | 0.02% | 274 |
|
|
2021
Q2 | $440K | Hold |
899
| – | – | 0.02% | 282 |
|
|
2021
Q1 | $344K | Buy |
899
+140
| +18% | +$53.6K | 0.02% | 295 |
|
|
2020
Q4 | $288K | Sell |
759
-16
| -2% | -$6.07K | 0.01% | 294 |
|
|
2020
Q3 | $253K | Hold |
775
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $230K | Buy |
+775
| New | +$230K | 0.01% | 306 |
|
|
2020
Q1 | – | Sell |
-775
| Closed | -$203K | – | 322 |
|
|
2019
Q4 | $203K | Buy |
+775
| New | +$203K | 0.01% | 335 |
|
|
2016
Q1 | – | Sell |
-2,621
| Closed | -$253K | – | 523 |
|
|
2015
Q4 | $253K | Hold |
2,621
| – | – | 0.02% | 451 |
|
|
2015
Q3 | $233K | Sell |
2,621
-116
| -4% | -$10.3K | 0.02% | 466 |
|
|
2015
Q2 | $276K | Buy |
+2,737
| New | +$276K | 0.02% | 454 |
|