NewEdge 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 | $23.9M | Buy |
30,361
+3,515
| +13% | +$2.77M | 0.12% | 163 |
|
|
2025
Q1 | $16.5M | Sell |
26,846
-3,054
| -10% | -$1.88M | 0.1% | 212 |
|
|
2024
Q4 | $18.8M | Buy |
29,900
+1,786
| +6% | +$1.12M | 0.11% | 183 |
|
|
2024
Q3 | $17.5M | Buy |
28,114
+6,135
| +28% | +$3.81M | 0.11% | 190 |
|
|
2024
Q2 | $14.4M | Buy |
21,979
+3,583
| +19% | +$2.35M | 0.11% | 194 |
|
|
2024
Q1 | $12M | Buy |
18,396
+1,280
| +7% | +$832K | 0.1% | 200 |
|
|
2023
Q4 | $10.8M | Buy |
17,116
+2,542
| +17% | +$1.6M | 0.1% | 199 |
|
|
2023
Q3 | $7.45M | Buy |
14,574
+478
| +3% | +$244K | 0.08% | 241 |
|
|
2023
Q2 | $6.46M | Buy |
14,096
+756
| +6% | +$346K | 0.07% | 263 |
|
|
2023
Q1 | $5.95M | Buy |
13,340
+816
| +7% | +$364K | 0.07% | 260 |
|
|
2022
Q4 | $2.42M | Sell |
12,524
-931
| -7% | -$180K | 0.07% | 302 |
|
|
2022
Q3 | $5.21M | Sell |
13,455
-227
| -2% | -$87.9K | 0.09% | 225 |
|
|
2022
Q2 | $5.27M | Sell |
13,682
-117
| -0.8% | -$45.1K | 0.09% | 225 |
|
|
2022
Q1 | $6.64M | Sell |
13,799
-2,299
| -14% | -$1.11M | 0.11% | 190 |
|
|
2021
Q4 | $10.4M | Buy |
16,098
+5,180
| +47% | +$3.33M | 0.16% | 135 |
|
|
2021
Q3 | $5.89M | Buy |
10,918
+3,396
| +45% | +$1.83M | 0.15% | 145 |
|
|
2021
Q2 | $3.69M | Sell |
7,522
-1,451
| -16% | -$711K | 0.1% | 198 |
|
|
2021
Q1 | $3.44M | Buy |
8,973
+1,401
| +19% | +$537K | 0.1% | 200 |
|
|
2020
Q4 | $2.88M | Buy |
7,572
+497
| +7% | +$189K | 0.09% | 200 |
|
|
2020
Q3 | $2.31M | Buy |
7,075
+3,046
| +76% | +$994K | 0.08% | 221 |
|
|
2020
Q2 | $1.19M | Buy |
4,029
+1,997
| +98% | +$591K | 0.05% | 320 |
|
|
2020
Q1 | $467K | Buy |
2,032
+552
| +37% | +$127K | 0.02% | 469 |
|
|
2019
Q4 | $387K | Sell |
1,480
-171
| -10% | -$44.7K | 0.02% | 594 |
|
|
2019
Q3 | $436K | Buy |
+1,651
| New | +$436K | 0.02% | 542 |
|
|
2019
Q2 | – | Sell |
-849
| Closed | -$222K | – | 681 |
|
|
2019
Q1 | $222K | Buy |
+849
| New | +$222K | 0.01% | 602 |
|
|
2017
Q3 | – | Sell |
-121
| Closed | -$16K | – | 720 |
|
|
2017
Q2 | $16K | Buy |
+121
| New | +$16K | ﹤0.01% | 806 |
|