Mount Yale Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $628K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $872K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $784K | Sell |
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|
2021
Q2 | $925K | Sell |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $305K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Sell |
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|
2018
Q2 | $17K | Sell |
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|
2018
Q1 | $15K | Buy |
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