Kestra Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
10,563
+192
| +2% | +$151K | 0.04% | 437 |
|
|
2025
Q1 | $6.37M | Buy |
10,371
+194
| +2% | +$119K | 0.03% | 490 |
|
|
2024
Q4 | $6.4M | Sell |
10,177
-375
| -4% | -$236K | 0.04% | 491 |
|
|
2024
Q3 | $6.55M | Sell |
10,552
-161
| -2% | -$100K | 0.04% | 501 |
|
|
2024
Q2 | $6.86M | Buy |
10,713
+1,173
| +12% | +$751K | 0.04% | 485 |
|
|
2024
Q1 | $6.2M | Buy |
9,540
+696
| +8% | +$452K | 0.04% | 457 |
|
|
2023
Q4 | $5.53M | Sell |
8,844
-144
| -2% | -$90K | 0.04% | 421 |
|
|
2023
Q3 | $4.59M | Buy |
8,988
+186
| +2% | +$95K | 0.05% | 416 |
|
|
2023
Q2 | $4.03M | Buy |
8,802
+2,269
| +35% | +$1.04M | 0.04% | 440 |
|
|
2023
Q1 | $2.91M | Sell |
6,533
-6,421
| -50% | -$2.86M | 0.03% | 522 |
|
|
2022
Q4 | $5.04M | Buy |
12,954
+2,336
| +22% | +$909K | 0.04% | 435 |
|
|
2022
Q3 | $4.11M | Sell |
10,618
-449
| -4% | -$174K | 0.04% | 431 |
|
|
2022
Q2 | $4.27M | Buy |
11,067
+4,086
| +59% | +$1.58M | 0.04% | 400 |
|
|
2022
Q1 | $3.36M | Sell |
6,981
-412
| -6% | -$198K | 0.04% | 495 |
|
|
2021
Q4 | $4.76M | Sell |
7,393
-385
| -5% | -$248K | 0.05% | 386 |
|
|
2021
Q3 | $4.2M | Sell |
7,778
-1,016
| -12% | -$548K | 0.04% | 448 |
|
|
2021
Q2 | $4.31M | Buy |
8,794
+456
| +5% | +$224K | 0.05% | 399 |
|
|
2021
Q1 | $3.19M | Buy |
8,338
+2,630
| +46% | +$1.01M | 0.04% | 452 |
|
|
2020
Q4 | $2.14M | Buy |
5,708
+5,646
| +9,106% | +$2.12M | 0.02% | 576 |
|
|
2020
Q3 | $1.32M | Buy |
+62
| New | +$1.32M | 0.02% | 547 |
|