Private Capital Advisors’s Intuit INTU Stock Holding History

Private Capital Advisors’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.84M	Hold	6,150	–	–	0.59%	25
2025 Q1	$3.78M	Hold	6,150	–	–	0.45%	28
2024 Q4	$3.87M	Hold	6,150	–	–	0.46%	28
2024 Q3	$3.82M	Hold	6,150	–	–	0.42%	31
2024 Q2	$4.04M	Hold	6,150	–	–	0.45%	32
2024 Q1	$4M	Hold	6,150	–	–	0.5%	31
2023 Q4	$3.84M	Hold	6,150	–	–	0.59%	32
2023 Q3	$3.04M	Hold	6,150	–	–	0.47%	31
2023 Q2	$2.82M	Hold	6,150	–	–	0.46%	31
2023 Q1	$2.74M	Hold	6,150	–	–	0.52%	30
2022 Q4	$2.39M	Hold	6,150	–	–	0.41%	32
2022 Q3	$2.38M	Hold	6,150	–	–	0.41%	35
2022 Q2	$2.37M	Hold	6,150	–	–	0.4%	37
2022 Q1	$2.96M	Hold	6,150	–	–	0.43%	42
2021 Q4	$3.96M	Hold	6,150	–	–	0.63%	32
2021 Q3	$3.32M	Hold	6,150	–	–	0.55%	38
2021 Q2	$3.02M	Hold	6,150	–	–	0.51%	38
2021 Q1	$2.36M	Hold	6,150	–	–	0.44%	41
2020 Q4	$2.34M	Hold	6,150	–	–	0.47%	37
2020 Q3	$2.01M	Hold	6,150	–	–	0.47%	40
2020 Q2	$1.82M	Hold	6,150	–	–	0.47%	34
2020 Q1	$1.41M	Hold	6,150	–	–	0.45%	35
2019 Q4	$1.61M	Hold	6,150	–	–	0.4%	41
2019 Q3	$1.64M	Hold	6,150	–	–	0.45%	42
2019 Q2	$1.61M	Hold	6,150	–	–	0.45%	43
2019 Q1	$1.61M	Hold	6,150	–	–	0.49%	43
2018 Q4	$1.21M	Hold	6,150	–	–	0.43%	42
2018 Q3	$1.4M	Hold	6,150	–	–	0.39%	49
2018 Q2	$1.26M	Hold	6,150	–	–	0.39%	49
2018 Q1	$1.07M	Hold	6,150	–	–	0.36%	50
2017 Q4	$970K	Hold	6,150	–	–	0.34%	53
2017 Q3	$874K	Hold	6,150	–	–	0.3%	56
2017 Q2	$817K	Hold	6,150	–	–	0.26%	72
2017 Q1	$713K	Hold	6,150	–	–	0.23%	76
2016 Q4	$705K	Hold	6,150	–	–	0.24%	74
2016 Q3	$677K	Hold	6,150	–	–	0.24%	74
2016 Q2	$686K	Hold	6,150	–	–	0.26%	70
2016 Q1	$640K	Hold	6,150	–	–	0.29%	71
2015 Q4	$593K	Hold	6,150	–	–	0.26%	72
2015 Q3	$546K	Hold	6,150	–	–	0.23%	82
2015 Q2	$620K	Hold	6,150	–	–	0.2%	92
2015 Q1	$596K	Hold	6,150	–	–	0.22%	82
2014 Q4	$567K	Hold	6,150	–	–	0.21%	80
2014 Q3	$539K	Hold	6,150	–	–	0.17%	89
2014 Q2	$495K	Hold	6,150	–	–	0.16%	88
2014 Q1	$478K	Hold	6,150	–	–	0.18%	79
2013 Q4	$469K	Hold	6,150	–	–	0.16%	86
2013 Q3	$408K	Hold	6,150	–	–	0.15%	89
2013 Q2	$375K	Buy	+6,150	New	+$375K	0.14%	92