PFG 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 | $4.06M | Buy |
5,156
+936
| +22% | +$737K | 0.19% | 115 |
|
2025
Q1 | $2.59M | Buy |
4,220
+1,179
| +39% | +$724K | 0.14% | 181 |
|
2024
Q4 | $1.91M | Sell |
3,041
-776
| -20% | -$488K | 0.12% | 199 |
|
2024
Q3 | $2.37M | Sell |
3,817
-289
| -7% | -$179K | 0.15% | 166 |
|
2024
Q2 | $2.7M | Sell |
4,106
-133
| -3% | -$87.4K | 0.18% | 139 |
|
2024
Q1 | $2.76M | Sell |
4,239
-24
| -0.6% | -$15.6K | 0.2% | 128 |
|
2023
Q4 | $2.66M | Sell |
4,263
-816
| -16% | -$510K | 0.22% | 121 |
|
2023
Q3 | $2.6M | Sell |
5,079
-97
| -2% | -$49.6K | 0.23% | 110 |
|
2023
Q2 | $2.37M | Sell |
5,176
-18
| -0.3% | -$8.25K | 0.18% | 144 |
|
2023
Q1 | $2.32M | Sell |
5,194
-30
| -0.6% | -$13.4K | 0.19% | 139 |
|
2022
Q4 | $2.03M | Buy |
5,224
+262
| +5% | +$102K | 0.2% | 139 |
|
2022
Q3 | $1.92M | Sell |
4,962
-9
| -0.2% | -$3.49K | 0.22% | 131 |
|
2022
Q2 | $1.92M | Sell |
4,971
-128
| -3% | -$49.3K | 0.22% | 106 |
|
2022
Q1 | $2.45M | Buy |
5,099
+85
| +2% | +$40.9K | 0.24% | 92 |
|
2021
Q4 | $3.23M | Buy |
5,014
+77
| +2% | +$49.5K | 0.32% | 77 |
|
2021
Q3 | $2.66M | Sell |
4,937
-69
| -1% | -$37.2K | 0.29% | 91 |
|
2021
Q2 | $2.45M | Sell |
5,006
-142
| -3% | -$69.6K | 0.28% | 100 |
|
2021
Q1 | $1.97M | Buy |
5,148
+115
| +2% | +$44.1K | 0.25% | 119 |
|
2020
Q4 | $1.91M | Sell |
5,033
-175
| -3% | -$66.5K | 0.32% | 84 |
|
2020
Q3 | $1.74M | Sell |
5,208
-696
| -12% | -$233K | 0.33% | 85 |
|
2020
Q2 | $1.82M | Hold |
5,904
| – | – | 0.41% | 75 |
|
2020
Q1 | $1.56M | Buy |
5,904
+622
| +12% | +$164K | 0.42% | 78 |
|
2019
Q4 | $1.44M | Buy |
5,282
+60
| +1% | +$16.4K | 0.35% | 93 |
|
2019
Q3 | $1.38M | Sell |
5,222
-5
| -0.1% | -$1.32K | 0.38% | 78 |
|
2019
Q2 | $1.48M | Sell |
5,227
-10
| -0.2% | -$2.84K | 0.4% | 75 |
|
2019
Q1 | $1.32M | Sell |
5,237
-432
| -8% | -$108K | 0.4% | 80 |
|
2018
Q4 | $1.3M | Buy |
+5,669
| New | +$1.3M | 0.41% | 81 |
|