Optas LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.58M | Buy |
2,003
+304
| +18% | +$239K | 0.3% | 47 |
|
2025
Q1 | $1.04M | Sell |
1,699
-62
| -4% | -$38.1K | 0.18% | 59 |
|
2024
Q4 | $1.11M | Buy |
1,761
+54
| +3% | +$33.9K | 0.24% | 56 |
|
2024
Q3 | $1.06M | Sell |
1,707
-1
| -0.1% | -$621 | 0.24% | 59 |
|
2024
Q2 | $1.12M | Buy |
1,708
+20
| +1% | +$13.1K | 0.29% | 48 |
|
2024
Q1 | $1.1M | Buy |
1,688
+5
| +0.3% | +$3.25K | 0.3% | 52 |
|
2023
Q4 | $1.05M | Buy |
1,683
+24
| +1% | +$15K | 0.32% | 51 |
|
2023
Q3 | $848K | Sell |
1,659
-24
| -1% | -$12.3K | 0.28% | 58 |
|
2023
Q2 | $771K | Buy |
1,683
+145
| +9% | +$66.4K | 0.26% | 67 |
|
2023
Q1 | $686K | Sell |
1,538
-191
| -11% | -$85.2K | 0.24% | 70 |
|
2022
Q4 | $673K | Sell |
1,729
-61
| -3% | -$23.7K | 0.28% | 59 |
|
2022
Q3 | $693K | Buy |
1,790
+142
| +9% | +$55K | 0.3% | 55 |
|
2022
Q2 | $634K | Buy |
1,648
+38
| +2% | +$14.6K | 0.26% | 60 |
|
2022
Q1 | $775K | Buy |
1,610
+14
| +0.9% | +$6.74K | 0.25% | 62 |
|
2021
Q4 | $1.03M | Sell |
1,596
-235
| -13% | -$151K | 0.29% | 50 |
|
2021
Q3 | $988K | Sell |
1,831
-14
| -0.8% | -$7.55K | 0.29% | 45 |
|
2021
Q2 | $904K | Buy |
1,845
+131
| +8% | +$64.2K | 0.26% | 52 |
|
2021
Q1 | $656K | Buy |
1,714
+186
| +12% | +$71.2K | 0.21% | 64 |
|
2020
Q4 | $581K | Sell |
1,528
-1,980
| -56% | -$753K | 0.19% | 70 |
|
2020
Q3 | $1.14M | Buy |
3,508
+1,739
| +98% | +$567K | 0.35% | 49 |
|
2020
Q2 | $523K | Sell |
1,769
-8
| -0.5% | -$2.37K | 0.21% | 60 |
|
2020
Q1 | $409K | Buy |
1,777
+59
| +3% | +$13.6K | 0.2% | 68 |
|
2019
Q4 | $450K | Buy |
+1,718
| New | +$450K | 0.17% | 83 |
|