Level Four 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
$1.36M Buy
1,727
+86
+5% +$67.8K 0.05% 324
2025
Q1
$1.01M Sell
1,641
-27
-2% -$16.6K 0.04% 341
2024
Q4
$1.05M Buy
1,668
+89
+6% +$56K 0.04% 336
2024
Q3
$964K Buy
1,579
+4
+0.3% +$2.44K 0.04% 362
2024
Q2
$1.04M Buy
1,575
+221
+16% +$145K 0.05% 324
2024
Q1
$846K Hold
1,354
0.05% 339
2023
Q4
$846K Buy
1,354
+18
+1% +$11.3K 0.05% 335
2023
Q3
$683K Buy
1,336
+40
+3% +$20.4K 0.04% 366
2023
Q2
$594K Sell
1,296
-82
-6% -$37.6K 0.04% 423
2023
Q1
$614K Buy
1,378
+320
+30% +$143K 0.04% 377
2022
Q4
$412K Buy
1,058
+28
+3% +$10.9K 0.03% 436
2022
Q3
$399K Sell
1,030
-19
-2% -$7.36K 0.04% 357
2022
Q2
$404K Buy
1,049
+7
+0.7% +$2.7K 0.04% 375
2022
Q1
$501K Buy
1,042
+5
+0.5% +$2.4K 0.04% 393
2021
Q4
$667K Buy
1,037
+39
+4% +$25.1K 0.05% 325
2021
Q3
$538K Buy
998
+33
+3% +$17.8K 0.06% 278
2021
Q2
$473K Sell
965
-314
-25% -$154K 0.03% 411
2021
Q1
$490K Buy
1,279
+105
+9% +$40.2K 0.04% 384
2020
Q4
$446K Sell
1,174
-166
-12% -$63.1K 0.04% 388
2020
Q3
$437K Sell
1,340
-585
-30% -$191K 0.03% 372
2020
Q2
$570K Buy
1,925
+165
+9% +$48.9K 0.04% 343
2020
Q1
$406K Buy
1,760
+281
+19% +$64.8K 0.05% 337
2019
Q4
$388K Buy
1,479
+339
+30% +$88.9K 0.02% 423
2019
Q3
$303K Sell
1,140
-297
-21% -$78.9K 0.03% 398
2019
Q2
$376K Sell
1,437
-200
-12% -$52.3K 0.04% 373
2019
Q1
$428K Sell
1,637
-246
-13% -$64.3K 0.05% 338
2018
Q4
$371K Buy
1,883
+230
+14% +$45.3K 0.05% 362
2018
Q3
$376K Buy
1,653
+221
+15% +$50.3K 0.04% 408
2018
Q2
$293K Hold
1,432
0.02% 484
2018
Q1
$248K Hold
1,432
0.02% 467
2017
Q4
$226K Sell
1,432
-80
-5% -$12.6K 0.02% 494
2017
Q3
$215K Sell
1,512
-4,682
-76% -$666K 0.02% 473
2017
Q2
$722K Sell
6,194
-4,762
-43% -$555K 0.11% 197
2017
Q1
$1.27M Sell
10,956
-804
-7% -$93.5K 0.13% 166
2016
Q4
$1.35M Buy
+11,760
New +$1.35M 0.17% 133