Oliver Luxxe Assets’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
595
-110
| -16% | -$86.6K | 0.08% | 152 |
|
|
2025
Q1 | $433K | Sell |
705
-1,430
| -67% | -$878K | 0.08% | 159 |
|
|
2024
Q4 | $1.33M | Buy |
2,135
+1,035
| +94% | +$646K | 0.12% | 160 |
|
|
2024
Q3 | $683K | Sell |
1,100
-131
| -11% | -$81.4K | 0.12% | 146 |
|
|
2024
Q2 | $809K | Sell |
1,231
-71
| -5% | -$46.7K | 0.17% | 124 |
|
|
2024
Q1 | $846K | Sell |
1,302
-173
| -12% | -$112K | 0.18% | 124 |
|
|
2023
Q4 | $922K | Sell |
1,475
-50
| -3% | -$31.3K | 0.22% | 110 |
|
|
2023
Q3 | $779K | Hold |
1,525
| – | – | 0.2% | 112 |
|
|
2023
Q2 | $699K | Hold |
1,525
| – | – | 0.17% | 119 |
|
|
2023
Q1 | $680K | Sell |
1,525
-100
| -6% | -$44.6K | 0.18% | 114 |
|
|
2022
Q4 | $632K | Buy |
1,625
+25
| +2% | +$9.73K | 0.18% | 115 |
|
|
2022
Q3 | $620K | Buy |
1,600
+13
| +0.8% | +$5.04K | 0.19% | 110 |
|
|
2022
Q2 | $612K | Buy |
1,587
+37
| +2% | +$14.3K | 0.18% | 115 |
|
|
2022
Q1 | $745K | Hold |
1,550
| – | – | 0.19% | 114 |
|
|
2021
Q4 | $997K | Hold |
1,550
| – | – | 0.25% | 102 |
|
|
2021
Q3 | $836K | Sell |
1,550
-50
| -3% | -$27K | 0.23% | 104 |
|
|
2021
Q2 | $784K | Sell |
1,600
-150
| -9% | -$73.5K | 0.22% | 110 |
|
|
2021
Q1 | $670K | Sell |
1,750
-150
| -8% | -$57.4K | 0.2% | 112 |
|
|
2020
Q4 | $707K | Sell |
1,900
-150
| -7% | -$55.8K | 0.22% | 110 |
|
|
2020
Q3 | $669K | Hold |
2,050
| – | – | 0.25% | 103 |
|
|
2020
Q2 | $607K | Hold |
2,050
| – | – | 0.32% | 84 |
|
|
2020
Q1 | $504K | Hold |
2,050
| – | – | 0.32% | 82 |
|
|
2019
Q4 | $537K | Hold |
2,050
| – | – | 0.28% | 85 |
|
|
2019
Q3 | $539K | Hold |
2,050
| – | – | 0.31% | 82 |
|
|
2019
Q2 | $556K | Sell |
2,050
-100
| -5% | -$27.1K | 0.31% | 85 |
|
|
2019
Q1 | $562K | Sell |
2,150
-200
| -9% | -$52.3K | 0.33% | 80 |
|
|
2018
Q4 | $463K | Hold |
2,350
| – | – | 0.31% | 76 |
|
|
2018
Q3 | $522K | Sell |
2,350
-123
| -5% | -$27.3K | 0.3% | 76 |
|
|
2018
Q2 | $429K | Hold |
2,473
| – | – | 0.27% | 65 |
|
|
2018
Q1 | $429K | Hold |
2,473
| – | – | 0.26% | 69 |
|
|
2017
Q4 | $390K | Hold |
2,473
| – | – | 0.24% | 62 |
|
|
2017
Q3 | $352K | Hold |
2,473
| – | – | 0.22% | 66 |
|
|
2017
Q2 | $328K | Sell |
2,473
-181
| -7% | -$24K | 0.21% | 69 |
|
|
2017
Q1 | $308K | Buy |
2,654
+181
| +7% | +$21K | 0.21% | 72 |
|
|
2016
Q4 | $283K | Buy |
+2,473
| New | +$283K | 0.2% | 77 |
|