Old Port 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 | $1.49M | Sell |
1,893
-34
| -2% | -$26.8K | 0.41% | 84 |
|
|
2025
Q1 | $1.18M | Sell |
1,927
-124
| -6% | -$76.1K | 0.35% | 88 |
|
|
2024
Q4 | $1.29M | Sell |
2,051
-61
| -3% | -$38.3K | 0.37% | 87 |
|
|
2024
Q3 | $1.31M | Sell |
2,112
-9
| -0.4% | -$5.59K | 0.36% | 88 |
|
|
2024
Q2 | $1.39M | Buy |
2,121
+3
| +0.1% | +$1.97K | 0.42% | 83 |
|
|
2024
Q1 | $1.38M | Sell |
2,118
-41
| -2% | -$26.7K | 0.42% | 83 |
|
|
2023
Q4 | $1.35M | Sell |
2,159
-108
| -5% | -$67.5K | 0.45% | 80 |
|
|
2023
Q3 | $1.16M | Buy |
+2,267
| New | +$1.16M | 0.42% | 85 |
|
|
2023
Q1 | $1.05M | Sell |
2,409
-85
| -3% | -$37.2K | 0.38% | 91 |
|
|
2022
Q4 | $971K | Sell |
2,494
-129
| -5% | -$50.2K | 0.37% | 97 |
|
|
2022
Q3 | $1.09M | Buy |
2,623
+5
| +0.2% | +$2.07K | 0.43% | 89 |
|
|
2022
Q2 | $1.05M | Sell |
2,618
-16
| -0.6% | -$6.41K | 0.41% | 89 |
|
|
2022
Q1 | $1.28M | Sell |
2,634
-18
| -0.7% | -$8.71K | 0.43% | 77 |
|
|
2021
Q4 | $1.56M | Sell |
2,652
-62
| -2% | -$36.4K | 0.53% | 60 |
|
|
2021
Q3 | $1.45M | Sell |
2,714
-31
| -1% | -$16.6K | 0.53% | 59 |
|
|
2021
Q2 | $1.39M | Sell |
2,745
-132
| -5% | -$66.7K | 0.5% | 62 |
|
|
2021
Q1 | $1.1M | Sell |
2,877
-36
| -1% | -$13.8K | 0.43% | 69 |
|
|
2020
Q4 | $1.08M | Sell |
2,913
-244
| -8% | -$90.7K | 0.47% | 66 |
|
|
2020
Q3 | $1.03M | Sell |
3,157
-64
| -2% | -$20.9K | 0.51% | 64 |
|
|
2020
Q2 | $954K | Sell |
3,221
-92
| -3% | -$27.2K | 0.5% | 64 |
|
|
2020
Q1 | $762K | Sell |
3,313
-175
| -5% | -$40.3K | 0.47% | 68 |
|
|
2019
Q4 | $929K | Sell |
3,488
-127
| -4% | -$33.8K | 0.45% | 73 |
|
|
2019
Q3 | $966K | Sell |
3,615
-210
| -5% | -$56.1K | 0.51% | 68 |
|
|
2019
Q2 | $1.03M | Sell |
3,825
-245
| -6% | -$66.2K | 0.53% | 65 |
|
|
2019
Q1 | $1.06M | Sell |
4,070
-205
| -5% | -$53.6K | 0.56% | 66 |
|
|
2018
Q4 | $908K | Buy |
+4,275
| New | +$908K | 0.51% | 66 |
|
|
2018
Q2 | $995K | Buy |
+4,870
| New | +$995K | 0.54% | 64 |
|