Mount Yale 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 | $532K | Sell |
676
-25
| -4% | -$19.7K | 0.04% | 326 |
|
|
2025
Q1 | $430K | Sell |
701
-245
| -26% | -$150K | 0.04% | 357 |
|
|
2024
Q4 | $595K | Sell |
946
-27
| -3% | -$17K | 0.05% | 312 |
|
|
2024
Q3 | $604K | Buy |
973
+17
| +2% | +$10.6K | 0.06% | 300 |
|
|
2024
Q2 | $628K | Sell |
956
-693
| -42% | -$455K | 0.05% | 300 |
|
|
2024
Q1 | $1.07M | Sell |
1,649
-11
| -0.7% | -$7.15K | 0.08% | 208 |
|
|
2023
Q4 | $1.04M | Buy |
1,660
+1
| +0.1% | +$625 | 0.1% | 194 |
|
|
2023
Q3 | $848K | Sell |
1,659
-304
| -15% | -$155K | 0.09% | 209 |
|
|
2023
Q2 | $900K | Sell |
1,963
-1,661
| -46% | -$761K | 0.1% | 210 |
|
|
2023
Q1 | $1.62M | Buy |
3,624
+1,384
| +62% | +$617K | 0.18% | 123 |
|
|
2022
Q4 | $872K | Sell |
2,240
-532
| -19% | -$207K | 0.1% | 208 |
|
|
2022
Q3 | $1.07M | Sell |
2,772
-925
| -25% | -$358K | 0.14% | 155 |
|
|
2022
Q2 | $1.43M | Sell |
3,697
-51
| -1% | -$19.7K | 0.18% | 130 |
|
|
2022
Q1 | $1.8M | Buy |
3,748
+1,386
| +59% | +$666K | 0.2% | 118 |
|
|
2021
Q4 | $1.52M | Buy |
2,362
+908
| +62% | +$584K | 0.16% | 142 |
|
|
2021
Q3 | $784K | Sell |
1,454
-434
| -23% | -$234K | 0.09% | 223 |
|
|
2021
Q2 | $925K | Sell |
1,888
-23
| -1% | -$11.3K | 0.11% | 189 |
|
|
2021
Q1 | $732K | Buy |
1,911
+469
| +33% | +$180K | 0.1% | 220 |
|
|
2020
Q4 | $548K | Buy |
1,442
+506
| +54% | +$192K | 0.08% | 241 |
|
|
2020
Q3 | $305K | Buy |
+936
| New | +$305K | 0.04% | 276 |
|
|
2018
Q4 | – | Sell |
-82
| Closed | -$18K | – | 523 |
|
|
2018
Q3 | $18K | Sell |
82
-3
| -4% | -$659 | ﹤0.01% | 801 |
|
|
2018
Q2 | $17K | Sell |
85
-1
| -1% | -$200 | ﹤0.01% | 821 |
|
|
2018
Q1 | $15K | Buy |
+86
| New | +$15K | ﹤0.01% | 804 |
|