Procyon 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 | $1.84M | Sell |
2,334
-737
| -24% | -$580K | 0.17% | 112 |
|
|
2025
Q1 | $1.89M | Sell |
3,071
-76
| -2% | -$46.7K | 0.11% | 177 |
|
|
2024
Q4 | $1.98M | Sell |
3,147
-3,423
| -52% | -$2.15M | 0.13% | 165 |
|
|
2024
Q3 | $4.08M | Buy |
6,570
+94
| +1% | +$58.4K | 0.28% | 84 |
|
|
2024
Q2 | $4.26M | Buy |
6,476
+286
| +5% | +$188K | 0.32% | 73 |
|
|
2024
Q1 | $4.02M | Buy |
6,190
+3,020
| +95% | +$1.96M | 0.31% | 75 |
|
|
2023
Q4 | $1.98M | Buy |
3,170
+910
| +40% | +$569K | 0.17% | 137 |
|
|
2023
Q3 | $1.15M | Buy |
2,260
+606
| +37% | +$310K | 0.12% | 178 |
|
|
2023
Q2 | $758K | Buy |
1,654
+641
| +63% | +$294K | 0.1% | 200 |
|
|
2023
Q1 | $452K | Buy |
1,013
+493
| +95% | +$220K | 0.08% | 237 |
|
|
2022
Q4 | $202K | Sell |
520
-17
| -3% | -$6.62K | 0.04% | 349 |
|
|
2022
Q3 | $208K | Sell |
537
-173
| -24% | -$67K | 0.05% | 295 |
|
|
2022
Q2 | $274K | Buy |
710
+27
| +4% | +$10.4K | 0.06% | 263 |
|
|
2022
Q1 | $328K | Sell |
683
-114
| -14% | -$54.7K | 0.07% | 241 |
|
|
2021
Q4 | $513K | Buy |
797
+274
| +52% | +$176K | 0.11% | 182 |
|
|
2021
Q3 | $282K | Buy |
523
+13
| +3% | +$7.01K | 0.07% | 244 |
|
|
2021
Q2 | $250K | Buy |
+510
| New | +$250K | 0.07% | 250 |
|
|
2020
Q3 | – | Sell |
-495
| Closed | -$147K | – | 595 |
|
|
2020
Q2 | $147K | Hold |
495
| – | – | 0.08% | 227 |
|
|
2020
Q1 | $114K | Hold |
495
| – | – | 0.08% | 227 |
|
|
2019
Q4 | $130K | Buy |
+495
| New | +$130K | 0.08% | 232 |
|