Pacific Capital Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-249
| Closed | -$156K | – | 217 |
|
|
2024
Q4 | $156K | Sell |
249
-17
| -6% | -$10.7K | 0.03% | 94 |
|
|
2024
Q3 | $165K | Buy |
266
+4
| +2% | +$2.48K | 0.03% | 85 |
|
|
2024
Q2 | $172K | Sell |
262
-28
| -10% | -$18.4K | 0.03% | 80 |
|
|
2024
Q1 | $189K | Buy |
290
+2
| +0.7% | +$1.3K | 0.04% | 66 |
|
|
2023
Q4 | $180K | Buy |
+288
| New | +$180K | 0.05% | 65 |
|
|
2022
Q1 | – | Sell |
-316
| Closed | -$203K | – | 93 |
|
|
2021
Q4 | $203K | Buy |
+316
| New | +$203K | 0.06% | 90 |
|
|
2020
Q4 | – | Sell |
-382
| Closed | -$125K | – | 118 |
|
|
2020
Q3 | $125K | Buy |
+382
| New | +$125K | 0.07% | 74 |
|