Nicolet 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 | $992K | Buy |
1,278
+333
| +35% | +$258K | 0.08% | 120 |
|
|
2025
Q1 | $546K | Buy |
945
+72
| +8% | +$41.6K | 0.05% | 183 |
|
|
2024
Q4 | $544K | Buy |
873
+75
| +9% | +$46.8K | 0.05% | 183 |
|
|
2024
Q3 | $482K | Sell |
798
-14
| -2% | -$8.45K | 0.05% | 207 |
|
|
2024
Q2 | $514K | Sell |
812
-96
| -11% | -$60.8K | 0.05% | 188 |
|
|
2024
Q1 | $585K | Buy |
908
+154
| +20% | +$99.2K | 0.06% | 154 |
|
|
2023
Q4 | $444K | Sell |
754
-25
| -3% | -$14.7K | 0.05% | 177 |
|
|
2023
Q3 | $403K | Sell |
779
-144
| -16% | -$74.5K | 0.04% | 181 |
|
|
2023
Q2 | $417K | Buy |
923
+23
| +3% | +$10.4K | 0.05% | 178 |
|
|
2023
Q1 | $402K | Buy |
900
+208
| +30% | +$92.9K | 0.05% | 170 |
|
|
2022
Q4 | $274K | Buy |
+692
| New | +$274K | 0.04% | 190 |
|