Laurel Wealth Advisors (North Carolina)’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91K | Buy |
71,675
+71,584
| +78,664% | +$90.9K | ﹤0.01% | 513 |
|
|
2025
Q1 | $55.9K | Buy |
91
+2
| +2% | +$1.23K | 0.01% | 299 |
|
|
2024
Q4 | $55.9K | Hold |
89
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $55.3K | Hold |
89
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $58.5K | Hold |
89
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $57.9K | Hold |
89
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $55.6K | Hold |
89
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $45.5K | Hold |
89
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $40.8K | Hold |
89
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $39.7K | Hold |
89
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $34.6K | Hold |
89
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $34K | Hold |
89
| – | – | 0.01% | 287 |
|
|
2022
Q2 | $34K | Hold |
89
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $43K | Hold |
89
| – | – | 0.01% | 282 |
|
|
2021
Q4 | $57K | Hold |
89
| – | – | 0.01% | 261 |
|
|
2021
Q3 | $48K | Hold |
89
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $44K | Buy |
89
+9
| +11% | +$4.45K | 0.01% | 293 |
|
|
2021
Q1 | $31K | Hold |
80
| – | – | 0.01% | 306 |
|
|
2020
Q4 | $30K | Hold |
80
| – | – | 0.01% | 303 |
|
|
2020
Q3 | $26K | Hold |
80
| – | – | 0.01% | 289 |
|
|
2020
Q2 | $24K | Sell |
80
-40
| -33% | -$12K | 0.01% | 295 |
|
|
2020
Q1 | $28K | Buy |
120
+40
| +50% | +$9.33K | 0.01% | 264 |
|
|
2019
Q4 | $21K | Hold |
80
| – | – | 0.01% | 320 |
|
|
2019
Q3 | $21K | Buy |
80
+39
| +95% | +$10.2K | 0.01% | 316 |
|
|
2019
Q2 | $10K | Sell |
41
-39
| -49% | -$9.51K | ﹤0.01% | 378 |
|
|
2019
Q1 | $21K | Hold |
80
| – | – | 0.01% | 303 |
|
|
2018
Q4 | $16K | Buy |
+80
| New | +$16K | 0.01% | 311 |
|