Pinnacle Wealth Planning Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
1,867
+33
| +2% | +$26K | 0.19% | 62 |
|
|
2025
Q1 | $1.13M | Buy |
1,834
+82
| +5% | +$50.3K | 0.17% | 74 |
|
|
2024
Q4 | $1.1M | Sell |
1,752
-465
| -21% | -$292K | 0.17% | 71 |
|
|
2024
Q3 | $1.38M | Sell |
2,217
-39
| -2% | -$24.2K | 0.19% | 71 |
|
|
2024
Q2 | $1.48M | Sell |
2,256
-2
| -0.1% | -$1.31K | 0.21% | 65 |
|
|
2024
Q1 | $1.47M | Sell |
2,258
-109
| -5% | -$70.9K | 0.22% | 71 |
|
|
2023
Q4 | $1.48M | Sell |
2,367
-18
| -0.8% | -$11.3K | 0.23% | 67 |
|
|
2023
Q3 | $1.22M | Sell |
2,385
-110
| -4% | -$56.2K | 0.2% | 72 |
|
|
2023
Q2 | $1.14M | Buy |
2,495
+280
| +13% | +$128K | 0.18% | 85 |
|
|
2023
Q1 | $988K | Sell |
2,215
-47
| -2% | -$21K | 0.16% | 98 |
|
|
2022
Q4 | $880K | Buy |
2,262
+64
| +3% | +$24.9K | 0.16% | 94 |
|
|
2022
Q3 | $852K | Sell |
2,198
-4
| -0.2% | -$1.55K | 0.16% | 88 |
|
|
2022
Q2 | $849K | Buy |
2,202
+240
| +12% | +$92.5K | 0.15% | 99 |
|
|
2022
Q1 | $943K | Sell |
1,962
-140
| -7% | -$67.3K | 0.17% | 96 |
|
|
2021
Q4 | $1.35M | Buy |
2,102
+31
| +1% | +$19.9K | 0.26% | 67 |
|
|
2021
Q3 | $1.12M | Buy |
2,071
+32
| +2% | +$17.3K | 0.25% | 69 |
|
|
2021
Q2 | $1M | Sell |
2,039
-107
| -5% | -$52.5K | 0.23% | 69 |
|
|
2021
Q1 | $822K | Buy |
2,146
+156
| +8% | +$59.8K | 0.21% | 77 |
|
|
2020
Q4 | $755K | Sell |
1,990
-75
| -4% | -$28.5K | 0.18% | 80 |
|
|
2020
Q3 | $674K | Buy |
2,065
+10
| +0.5% | +$3.26K | 0.22% | 79 |
|
|
2020
Q2 | $608K | Sell |
2,055
-95
| -4% | -$28.1K | 0.2% | 86 |
|
|
2020
Q1 | $494K | Buy |
2,150
+221
| +11% | +$50.8K | 0.23% | 86 |
|
|
2019
Q4 | $505K | Buy |
1,929
+40
| +2% | +$10.5K | 0.24% | 86 |
|
|
2019
Q3 | $502K | Buy |
1,889
+178
| +10% | +$47.3K | 0.27% | 76 |
|
|
2019
Q2 | $447K | Buy |
1,711
+24
| +1% | +$6.27K | 0.27% | 72 |
|
|
2019
Q1 | $442K | Sell |
1,687
-820
| -33% | -$215K | 0.3% | 65 |
|
|
2018
Q4 | $493K | Sell |
2,507
-23
| -0.9% | -$4.52K | 0.32% | 64 |
|
|
2018
Q3 | $576K | Sell |
2,530
-46
| -2% | -$10.5K | 0.53% | 57 |
|
|
2018
Q2 | $527K | Buy |
2,576
+619
| +32% | +$127K | 0.51% | 61 |
|
|
2018
Q1 | $339K | Buy |
1,957
+1,635
| +508% | +$283K | 0.35% | 101 |
|
|
2017
Q4 | $51K | Buy |
+322
| New | +$51K | 0.1% | 125 |
|