Optimum Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.7K | Hold |
20
| – | – | 0.01% | 481 |
|
|
2025
Q2 | $15.8K | Sell |
20
-24
| -55% | -$16.2K | 0.01% | 468 |
|
|
2025
Q1 | $27K | Hold |
44
| – | – | 0.01% | 404 |
|
|
2024
Q4 | $27.7K | Hold |
44
| – | – | 0.01% | 396 |
|
|
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% | 455 |
|
|
2023
Q2 | $20.2K | Hold |
44
| – | – | 0.01% | 474 |
|
|
2023
Q1 | $19.6K | Hold |
44
| – | – | 0.01% | 482 |
|
|
2022
Q4 | $17.1K | Hold |
44
| – | – | 0.01% | 510 |
|
|
2022
Q3 | $17K | Buy |
44
+24
| +120% | +$10.4K | 0.01% | 520 |
|
|
2022
Q2 | $8K | Hold |
20
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $10K | Hold |
20
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $13K | Hold |
20
| – | – | 0.01% | 648 |
|
|
2021
Q3 | $11K | Sell |
20
-100
| -83% | -$53.9K | ﹤0.01% | 672 |
|
|
2021
Q2 | $59K | Hold |
120
| – | – | 0.02% | 470 |
|
|
2021
Q1 | $46K | Sell |
120
-159
| -57% | -$61.2K | 0.01% | 519 |
|
|
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% | -$47.7K | 0.03% | 375 |
|
|
2019
Q4 | $119K | Hold |
455
| – | – | 0.04% | 368 |
|
|
2019
Q3 | $121K | Sell |
455
-19
| -4% | -$5.23K | 0.04% | 342 |
|
|
2019
Q2 | $124K | Hold |
474
| – | – | 0.04% | 335 |
|
|
2019
Q1 | $124K | Buy |
474
+200
| +73% | +$46.2K | 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 | +$46.1K | 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 | +$7.71K | ﹤0.01% | 801 |
|
Other funds holding INTU
Optimum Investment Advisors's INTU Position: Q3 2025 in Review
Optimum Investment Advisors held its Intuit (INTU) position steady in Q3 2025 at 20 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #481.
Optimum Investment Advisors first reported a position in INTU in Q2 2014 and has held it in 35 quarters since. The position peaked at $124K in Q2 2019. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.
- Optimum Investment Advisors held 20 shares of Intuit worth $13.7K as of Q3 2025.
- Optimum Investment Advisors left its Intuit share count unchanged in Q3 2025.
- Intuit made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #481 holding.
- Optimum Investment Advisors first reported a position in Intuit in Q2 2014 and has held it in 35 quarters since.
- Optimum Investment Advisors's Intuit position peaked at $124K in Q2 2019.
- 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.