Optimum 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 | $15.8K | Sell |
20
-24
| -55% | -$18.9K | 0.01% | 468 |
|
|
2025
Q1 | $27K | Hold |
44
| – | – | 0.01% | 403 |
|
|
2024
Q4 | $27.7K | Hold |
44
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $27.3K | Hold |
44
| – | – | 0.01% | 411 |
|
|
2024
Q2 | $28.9K | Hold |
44
| – | – | 0.01% | 398 |
|
|
2024
Q1 | $28.6K | Hold |
44
| – | – | 0.01% | 416 |
|
|
2023
Q4 | $27.5K | Hold |
44
| – | – | 0.01% | 409 |
|
|
2023
Q3 | $22.5K | Hold |
44
| – | – | 0.01% | 454 |
|
|
2023
Q2 | $20.2K | Hold |
44
| – | – | 0.01% | 473 |
|
|
2023
Q1 | $19.6K | Hold |
44
| – | – | 0.01% | 482 |
|
|
2022
Q4 | $17.1K | Hold |
44
| – | – | 0.01% | 509 |
|
|
2022
Q3 | $17K | Buy |
44
+24
| +120% | +$9.27K | 0.01% | 519 |
|
|
2022
Q2 | $8K | Hold |
20
| – | – | ﹤0.01% | 624 |
|
|
2022
Q1 | $10K | Hold |
20
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $13K | Hold |
20
| – | – | 0.01% | 647 |
|
|
2021
Q3 | $11K | Sell |
20
-100
| -83% | -$55K | ﹤0.01% | 671 |
|
|
2021
Q2 | $59K | Hold |
120
| – | – | 0.02% | 469 |
|
|
2021
Q1 | $46K | Sell |
120
-159
| -57% | -$61K | 0.01% | 518 |
|
|
2020
Q4 | $106K | Hold |
279
| – | – | 0.03% | 343 |
|
|
2020
Q3 | $91K | Hold |
279
| – | – | 0.03% | 345 |
|
|
2020
Q2 | $83K | Hold |
279
| – | – | 0.03% | 355 |
|
|
2020
Q1 | $64K | Sell |
279
-176
| -39% | -$40.4K | 0.03% | 375 |
|
|
2019
Q4 | $119K | Hold |
455
| – | – | 0.04% | 368 |
|
|
2019
Q3 | $121K | Sell |
455
-19
| -4% | -$5.05K | 0.04% | 342 |
|
|
2019
Q2 | $124K | Hold |
474
| – | – | 0.04% | 335 |
|
|
2019
Q1 | $124K | Buy |
474
+200
| +73% | +$52.3K | 0.04% | 343 |
|
|
2018
Q4 | $54K | Hold |
274
| – | – | 0.02% | 457 |
|
|
2018
Q3 | $62K | Hold |
274
| – | – | 0.02% | 494 |
|
|
2018
Q2 | $56K | Hold |
274
| – | – | 0.02% | 509 |
|
|
2018
Q1 | $47K | Buy |
+274
| New | +$47K | 0.01% | 530 |
|
|
2015
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 802 |
|
|
2014
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 852 |
|
|
2014
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 769 |
|
|
2014
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 801 |
|