Plancorp LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
1,008
+109
| +12% | +$85.9K | 0.03% | 174 |
|
|
2025
Q1 | $552K | Buy |
899
+10
| +1% | +$6.14K | 0.02% | 198 |
|
|
2024
Q4 | $559K | Buy |
889
+19
| +2% | +$11.9K | 0.02% | 186 |
|
|
2024
Q3 | $540K | Sell |
870
-11
| -1% | -$6.83K | 0.02% | 185 |
|
|
2024
Q2 | $579K | Buy |
881
+17
| +2% | +$11.2K | 0.03% | 162 |
|
|
2024
Q1 | $562K | Buy |
864
+23
| +3% | +$15K | 0.02% | 163 |
|
|
2023
Q4 | $526K | Buy |
841
+41
| +5% | +$25.6K | 0.03% | 155 |
|
|
2023
Q3 | $409K | Buy |
800
+31
| +4% | +$15.8K | 0.02% | 170 |
|
|
2023
Q2 | $352K | Buy |
769
+26
| +3% | +$11.9K | 0.02% | 179 |
|
|
2023
Q1 | $331K | Sell |
743
-21
| -3% | -$9.36K | 0.02% | 185 |
|
|
2022
Q4 | $297K | Buy |
764
+6
| +0.8% | +$2.34K | 0.02% | 188 |
|
|
2022
Q3 | $294K | Buy |
758
+61
| +9% | +$23.7K | 0.02% | 180 |
|
|
2022
Q2 | $269K | Sell |
697
-7
| -1% | -$2.7K | 0.02% | 192 |
|
|
2022
Q1 | $339K | Sell |
704
-92
| -12% | -$44.3K | 0.02% | 177 |
|
|
2021
Q4 | $512K | Buy |
796
+15
| +2% | +$9.65K | 0.03% | 148 |
|
|
2021
Q3 | $421K | Buy |
781
+17
| +2% | +$9.16K | 0.03% | 153 |
|
|
2021
Q2 | $374K | Sell |
764
-6
| -0.8% | -$2.94K | 0.03% | 155 |
|
|
2021
Q1 | $295K | Hold |
770
| – | – | 0.07% | 162 |
|
|
2020
Q4 | $292K | Buy |
770
+49
| +7% | +$18.6K | 0.07% | 159 |
|
|
2020
Q3 | $235K | Buy |
721
+33
| +5% | +$10.8K | 0.07% | 162 |
|
|
2020
Q2 | $204K | Buy |
+688
| New | +$204K | 0.06% | 169 |
|