Orion Portfolio Solutions’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $20.6M | Sell |
33,523
-2,002
| -6% | -$1.23M | 0.2% | 98 |
|
|
2024
Q4 | $22.3M | Buy |
35,525
+2,994
| +9% | +$1.88M | 0.22% | 83 |
|
|
2024
Q3 | $20.2M | Sell |
32,531
-1,795
| -5% | -$1.11M | 0.2% | 97 |
|
|
2024
Q2 | $22.6M | Sell |
34,326
-5,308
| -13% | -$3.49M | 0.24% | 81 |
|
|
2024
Q1 | $25.8M | Sell |
39,634
-2,526
| -6% | -$1.64M | 0.28% | 65 |
|
|
2023
Q4 | $25.2M | Sell |
42,160
-3,178
| -7% | -$1.9M | 0.29% | 64 |
|
|
2023
Q3 | $23.2M | Sell |
45,338
-3,294
| -7% | -$1.68M | 0.28% | 68 |
|
|
2023
Q2 | $22.3M | Sell |
48,632
-2,653
| -5% | -$1.22M | 0.24% | 77 |
|
|
2023
Q1 | $22.9M | Buy |
51,285
+49,725
| +3,188% | +$22.2M | 0.28% | 69 |
|
|
2022
Q4 | $607K | Sell |
1,560
-17
| -1% | -$6.62K | 0.02% | 443 |
|
|
2022
Q3 | $611K | Buy |
1,577
+287
| +22% | +$111K | 0.02% | 362 |
|
|
2022
Q2 | $497K | Sell |
1,290
-21
| -2% | -$8.09K | 0.02% | 398 |
|
|
2022
Q1 | $630K | Sell |
1,311
-56
| -4% | -$26.9K | 0.02% | 367 |
|
|
2021
Q4 | $879K | Buy |
1,367
+90
| +7% | +$57.9K | 0.03% | 300 |
|
|
2021
Q3 | $689K | Buy |
1,277
+213
| +20% | +$115K | 0.03% | 326 |
|
|
2021
Q2 | $522K | Sell |
1,064
-9
| -0.8% | -$4.42K | 0.02% | 352 |
|
|
2021
Q1 | $411K | Buy |
1,073
+68
| +7% | +$26K | 0.02% | 361 |
|
|
2020
Q4 | $382K | Sell |
1,005
-1
| -0.1% | -$380 | 0.02% | 340 |
|
|
2020
Q3 | $328K | Buy |
1,006
+17
| +2% | +$5.54K | 0.02% | 328 |
|
|
2020
Q2 | $293K | Sell |
989
-24
| -2% | -$7.11K | 0.02% | 324 |
|
|
2020
Q1 | $233K | Buy |
1,013
+97
| +11% | +$22.3K | 0.02% | 289 |
|
|
2019
Q4 | $240K | Buy |
+916
| New | +$240K | 0.02% | 289 |
|