Plante Moran Financial 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 | $121K | Buy |
154
+2
| +1% | +$1.58K | 0.01% | 216 |
|
|
2025
Q1 | $93.3K | Sell |
152
-194
| -56% | -$119K | 0.01% | 256 |
|
|
2024
Q4 | $217K | Buy |
346
+20
| +6% | +$12.6K | 0.02% | 165 |
|
|
2024
Q3 | $202K | Sell |
326
-24
| -7% | -$14.9K | 0.02% | 180 |
|
|
2024
Q2 | $230K | Buy |
350
+6
| +2% | +$3.94K | 0.02% | 159 |
|
|
2024
Q1 | $224K | Sell |
344
-29
| -8% | -$18.9K | 0.02% | 160 |
|
|
2023
Q4 | $233K | Buy |
373
+18
| +5% | +$11.3K | 0.02% | 149 |
|
|
2023
Q3 | $181K | Sell |
355
-4
| -1% | -$2.04K | 0.02% | 156 |
|
|
2023
Q2 | $164K | Buy |
359
+4
| +1% | +$1.83K | 0.02% | 181 |
|
|
2023
Q1 | $158K | Buy |
355
+167
| +89% | +$74.5K | 0.02% | 169 |
|
|
2022
Q4 | $73.2K | Buy |
188
+1
| +0.5% | +$389 | 0.01% | 268 |
|
|
2022
Q3 | $72K | Buy |
187
+13
| +7% | +$5.01K | 0.01% | 252 |
|
|
2022
Q2 | $67K | Buy |
174
+22
| +14% | +$8.47K | 0.01% | 275 |
|
|
2022
Q1 | $73K | Sell |
152
-49
| -24% | -$23.5K | 0.01% | 275 |
|
|
2021
Q4 | $129K | Sell |
201
-26
| -11% | -$16.7K | 0.02% | 220 |
|
|
2021
Q3 | $122K | Buy |
227
+75
| +49% | +$40.3K | 0.03% | 241 |
|
|
2021
Q2 | $75K | Sell |
152
-963
| -86% | -$475K | 0.02% | 293 |
|
|
2021
Q1 | $427K | Buy |
1,115
+963
| +634% | +$369K | 0.12% | 88 |
|
|
2020
Q4 | $58K | Sell |
152
-50
| -25% | -$19.1K | 0.02% | 334 |
|
|
2020
Q3 | $66K | Buy |
202
+152
| +304% | +$49.7K | 0.02% | 279 |
|
|
2020
Q2 | $15K | Hold |
50
| – | – | 0.01% | 476 |
|
|
2020
Q1 | $12K | Buy |
50
+30
| +150% | +$7.2K | 0.01% | 473 |
|
|
2019
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 612 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$1K | – | 977 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 831 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 769 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 788 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 829 |
|
|
2014
Q3 | – | Sell |
-22
| Closed | -$2K | – | 821 |
|
|
2014
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 764 |
|