OneDigital Investment 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 | $2.62M | Buy |
3,325
+336
| +11% | +$265K | 0.03% | 359 |
|
|
2025
Q1 | $1.84M | Sell |
2,989
-2,879
| -49% | -$1.77M | 0.02% | 425 |
|
|
2024
Q4 | $3.69M | Sell |
5,868
-1,394
| -19% | -$876K | 0.04% | 294 |
|
|
2024
Q3 | $4.51M | Sell |
7,262
-288
| -4% | -$179K | 0.05% | 261 |
|
|
2024
Q2 | $4.96M | Buy |
7,550
+6,051
| +404% | +$3.98M | 0.06% | 238 |
|
|
2024
Q1 | $975K | Sell |
1,499
-324
| -18% | -$211K | 0.02% | 518 |
|
|
2023
Q4 | $1.14M | Buy |
1,823
+754
| +71% | +$471K | 0.02% | 431 |
|
|
2023
Q3 | $546K | Sell |
1,069
-260
| -20% | -$133K | 0.01% | 607 |
|
|
2023
Q2 | $609K | Sell |
1,329
-336
| -20% | -$154K | 0.01% | 566 |
|
|
2023
Q1 | $742K | Buy |
1,665
+814
| +96% | +$363K | 0.02% | 482 |
|
|
2022
Q4 | $331K | Sell |
851
-119
| -12% | -$46.3K | 0.01% | 635 |
|
|
2022
Q3 | $376K | Buy |
970
+30
| +3% | +$11.6K | 0.01% | 533 |
|
|
2022
Q2 | $362K | Sell |
940
-99
| -10% | -$38.1K | 0.02% | 512 |
|
|
2022
Q1 | $500K | Sell |
1,039
-1,097
| -51% | -$528K | 0.02% | 439 |
|
|
2021
Q4 | $1.37M | Buy |
2,136
+352
| +20% | +$226K | 0.05% | 219 |
|
|
2021
Q3 | $963K | Buy |
1,784
+79
| +5% | +$42.6K | 0.04% | 276 |
|
|
2021
Q2 | $836K | Buy |
1,705
+435
| +34% | +$213K | 0.03% | 289 |
|
|
2021
Q1 | $486K | Buy |
1,270
+154
| +14% | +$58.9K | 0.02% | 384 |
|
|
2020
Q4 | $424K | Buy |
1,116
+18
| +2% | +$6.84K | 0.02% | 385 |
|
|
2020
Q3 | $358K | Sell |
1,098
-70
| -6% | -$22.8K | 0.02% | 370 |
|
|
2020
Q2 | $346K | Buy |
1,168
+1
| +0.1% | +$296 | 0.02% | 401 |
|
|
2020
Q1 | $268K | Buy |
1,167
+201
| +21% | +$46.2K | 0.02% | 391 |
|
|
2019
Q4 | $253K | Sell |
966
-124
| -11% | -$32.5K | 0.02% | 449 |
|
|
2019
Q3 | $290K | Sell |
1,090
-256
| -19% | -$68.1K | 0.03% | 392 |
|
|
2019
Q2 | $352K | Buy |
1,346
+1,019
| +312% | +$266K | 0.03% | 308 |
|
|
2019
Q1 | $85K | Hold |
327
| – | – | 0.01% | 397 |
|
|
2018
Q4 | $64K | Sell |
327
-300
| -48% | -$58.7K | 0.01% | 413 |
|
|
2018
Q3 | $142K | Sell |
627
-198
| -24% | -$44.8K | 0.03% | 232 |
|
|
2018
Q2 | $168K | Sell |
825
-81
| -9% | -$16.5K | 0.04% | 244 |
|
|
2018
Q1 | $174K | Buy |
906
+556
| +159% | +$107K | 0.04% | 241 |
|
|
2017
Q4 | $55K | Buy |
+350
| New | +$55K | 0.01% | 478 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$40K | – | 1098 |
|
|
2017
Q2 | $40K | Buy |
+300
| New | +$40K | 0.01% | 542 |
|