Kovack 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 | $306K | Sell |
389
-62
| -14% | -$48.8K | 0.03% | 457 |
|
|
2025
Q1 | $277K | Buy |
451
+8
| +2% | +$4.92K | 0.03% | 446 |
|
|
2024
Q4 | $279K | Buy |
443
+50
| +13% | +$31.5K | 0.03% | 468 |
|
|
2024
Q3 | $244K | Buy |
393
+18
| +5% | +$11.2K | 0.03% | 496 |
|
|
2024
Q2 | $247K | Sell |
375
-68
| -15% | -$44.7K | 0.03% | 468 |
|
|
2024
Q1 | $288K | Sell |
443
-35
| -7% | -$22.8K | 0.03% | 361 |
|
|
2023
Q4 | $299K | Buy |
+478
| New | +$299K | 0.04% | 415 |
|
|
2022
Q1 | – | Sell |
-338
| Closed | -$217K | – | 745 |
|
|
2021
Q4 | $217K | Buy |
+338
| New | +$217K | 0.02% | 635 |
|
|
2019
Q4 | – | Sell |
-2,545
| Closed | -$677K | – | 505 |
|
|
2019
Q3 | $677K | Buy |
2,545
+100
| +4% | +$26.6K | 0.14% | 172 |
|
|
2019
Q2 | $639K | Hold |
2,445
| – | – | 0.15% | 169 |
|
|
2019
Q1 | $639K | Hold |
2,445
| – | – | 0.16% | 155 |
|
|
2018
Q4 | $481K | Buy |
2,445
+10
| +0.4% | +$1.97K | 0.14% | 172 |
|
|
2018
Q3 | $554K | Buy |
+2,435
| New | +$554K | 0.14% | 178 |
|
|
2017
Q4 | – | Sell |
-2,435
| Closed | -$346K | – | 470 |
|
|
2017
Q3 | $346K | Hold |
2,435
| – | – | 0.11% | 209 |
|
|
2017
Q2 | $323K | Sell |
2,435
-50
| -2% | -$6.63K | 0.1% | 232 |
|
|
2017
Q1 | $288K | Buy |
2,485
+50
| +2% | +$5.8K | 0.11% | 199 |
|
|
2016
Q4 | $279K | Hold |
2,435
| – | – | 0.13% | 170 |
|
|
2016
Q3 | $268K | Hold |
2,435
| – | – | 0.13% | 178 |
|
|
2016
Q2 | $272K | Hold |
2,435
| – | – | 0.14% | 172 |
|
|
2016
Q1 | $253K | Hold |
2,435
| – | – | 0.16% | 165 |
|
|
2015
Q4 | $235K | Hold |
2,435
| – | – | 0.16% | 166 |
|
|
2015
Q3 | $216K | Sell |
2,435
-94
| -4% | -$8.34K | 0.15% | 166 |
|
|
2015
Q2 | $255K | Hold |
2,529
| – | – | 0.18% | 150 |
|
|
2015
Q1 | $245K | Buy |
2,529
+65
| +3% | +$6.3K | 0.21% | 128 |
|
|
2014
Q4 | $227K | Buy |
2,464
+94
| +4% | +$8.66K | 0.23% | 115 |
|
|
2014
Q3 | $208K | Buy |
+2,370
| New | +$208K | 0.31% | 88 |
|