Private Advisor Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Buy |
11,454
+903
| +9% | +$711K | 0.05% | 390 |
|
|
2025
Q1 | $6.48M | Buy |
10,551
+1,553
| +17% | +$954K | 0.04% | 452 |
|
|
2024
Q4 | $5.65M | Buy |
8,998
+581
| +7% | +$365K | 0.03% | 486 |
|
|
2024
Q3 | $5.23M | Sell |
8,417
-70
| -0.8% | -$43.5K | 0.03% | 501 |
|
|
2024
Q2 | $5.58M | Buy |
8,487
+1,287
| +18% | +$846K | 0.04% | 448 |
|
|
2024
Q1 | $4.68M | Sell |
7,200
-36
| -0.5% | -$23.4K | 0.03% | 478 |
|
|
2023
Q4 | $4.52M | Buy |
7,236
+431
| +6% | +$269K | 0.04% | 465 |
|
|
2023
Q3 | $3.48M | Sell |
6,805
-484
| -7% | -$247K | 0.03% | 511 |
|
|
2023
Q2 | $3.54M | Buy |
7,289
+947
| +15% | +$460K | 0.03% | 520 |
|
|
2023
Q1 | $2.83M | Sell |
6,342
-1,365
| -18% | -$609K | 0.03% | 559 |
|
|
2022
Q4 | $1.35M | Buy |
7,707
+391
| +5% | +$68.3K | 0.07% | 293 |
|
|
2022
Q3 | $2.83M | Sell |
7,316
-3,530
| -33% | -$1.37M | 0.03% | 504 |
|
|
2022
Q2 | $4.18M | Sell |
10,846
-3,389
| -24% | -$1.31M | 0.04% | 463 |
|
|
2022
Q1 | $6.85M | Sell |
14,235
-212
| -1% | -$102K | 0.05% | 341 |
|
|
2021
Q4 | $9.29M | Sell |
14,447
-5,571
| -28% | -$3.58M | 0.07% | 281 |
|
|
2021
Q3 | $10.8M | Buy |
20,018
+7,079
| +55% | +$3.82M | 0.07% | 287 |
|
|
2021
Q2 | $6.34M | Buy |
12,939
+124
| +1% | +$60.8K | 0.06% | 330 |
|
|
2021
Q1 | $4.91M | Buy |
12,815
+2,310
| +22% | +$885K | 0.05% | 381 |
|
|
2020
Q4 | $3.99M | Sell |
10,505
-24
| -0.2% | -$9.12K | 0.04% | 404 |
|
|
2020
Q3 | $3.36M | Buy |
10,529
+98
| +0.9% | +$31.3K | 0.04% | 388 |
|
|
2020
Q2 | $3.09M | Buy |
10,431
+1,272
| +14% | +$377K | 0.04% | 395 |
|
|
2020
Q1 | $2.11M | Sell |
9,159
-2,769
| -23% | -$637K | 0.04% | 422 |
|
|
2019
Q4 | $3.12M | Buy |
+11,928
| New | +$3.12M | 0.05% | 393 |
|
|
2019
Q3 | – | Sell |
-12,647
| Closed | -$3.31M | – | 1708 |
|
|
2019
Q2 | $3.31M | Buy |
12,647
+869
| +7% | +$227K | 0.06% | 330 |
|
|
2019
Q1 | $3.08M | Buy |
11,778
+524
| +5% | +$137K | 0.06% | 316 |
|
|
2018
Q4 | $2.22M | Buy |
11,254
+3,648
| +48% | +$718K | 0.05% | 350 |
|
|
2018
Q3 | $1.73M | Buy |
7,606
+3,987
| +110% | +$907K | 0.04% | 475 |
|
|
2018
Q2 | $743K | Buy |
+3,619
| New | +$743K | 0.01% | 592 |
|
|
2018
Q1 | – | Sell |
-3,473
| Closed | -$567K | – | 1261 |
|
|
2017
Q4 | $567K | Sell |
3,473
-183
| -5% | -$29.9K | 0.02% | 603 |
|
|
2017
Q3 | $526K | Sell |
3,656
-162
| -4% | -$23.3K | 0.01% | 881 |
|
|
2017
Q2 | $504K | Sell |
3,818
-23
| -0.6% | -$3.04K | 0.01% | 834 |
|
|
2017
Q1 | $448K | Buy |
3,841
+249
| +7% | +$29K | 0.01% | 889 |
|
|
2016
Q4 | $418K | Buy |
3,592
+983
| +38% | +$114K | 0.01% | 796 |
|
|
2016
Q3 | $285K | Sell |
2,609
-39
| -1% | -$4.26K | 0.01% | 854 |
|
|
2016
Q2 | $300K | Buy |
+2,648
| New | +$300K | 0.01% | 819 |
|
|
2016
Q1 | – | Sell |
-5,277
| Closed | -$509K | – | 1074 |
|
|
2015
Q4 | $509K | Buy |
5,277
+280
| +6% | +$27K | 0.02% | 587 |
|
|
2015
Q3 | $444K | Buy |
4,997
+2,599
| +108% | +$231K | 0.02% | 612 |
|
|
2015
Q2 | $242K | Buy |
2,398
+9
| +0.4% | +$908 | 0.01% | 863 |
|
|
2015
Q1 | $232K | Sell |
2,389
-2
| -0.1% | -$194 | 0.01% | 824 |
|
|
2014
Q4 | $220K | Sell |
2,391
-1,123
| -32% | -$103K | 0.01% | 837 |
|
|
2014
Q3 | $308K | Buy |
+3,514
| New | +$308K | 0.02% | 693 |
|