Proficio Capital Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Sell |
484
-7
| -1% | -$3.34K | 0.01% | 238 |
|
|
2025
Q4 | $325K | Sell |
491
-28
| -5% | -$18.5K | 0.02% | 195 |
|
|
2025
Q3 | $354K | Sell |
519
-1,273
| -71% | -$918K | 0.02% | 156 |
|
|
2025
Q2 | $1.41M | Buy |
1,792
+151
| +9% | +$102K | 0.09% | 126 |
|
|
2025
Q1 | $1.01M | Sell |
1,641
-52
| -3% | -$31.2K | 0.08% | 130 |
|
|
2024
Q4 | $1.06M | Buy |
1,693
+746
| +79% | +$477K | 0.09% | 99 |
|
|
2024
Q3 | $588K | Sell |
947
-851
| -47% | -$543K | 0.06% | 129 |
|
|
2024
Q2 | $1.18M | Buy |
1,798
+29
| +2% | +$18K | 0.12% | 96 |
|
|
2024
Q1 | $1.15M | Buy |
1,769
+126
| +8% | +$80.4K | 0.13% | 97 |
|
|
2023
Q4 | $1.03M | Buy |
1,643
+4
| +0.2% | +$2.21K | 0.13% | 87 |
|
|
2023
Q3 | $837K | Sell |
1,639
-16
| -1% | -$8.1K | 0.11% | 97 |
|
|
2023
Q2 | $758K | Buy |
1,655
+45
| +3% | +$19.7K | 0.1% | 113 |
|
|
2023
Q1 | $718K | Sell |
1,610
-5
| -0.3% | -$2.05K | 0.11% | 112 |
|
|
2022
Q4 | $629K | Sell |
1,615
-4
| -0.2% | -$1.59K | 0.12% | 105 |
|
|
2022
Q3 | $626K | Buy |
1,619
+69
| +4% | +$29.8K | 0.12% | 101 |
|
|
2022
Q2 | $598K | Buy |
1,550
+90
| +6% | +$37.3K | 0.11% | 110 |
|
|
2022
Q1 | $701K | Sell |
1,460
-59
| -4% | -$30.2K | 0.1% | 106 |
|
|
2021
Q4 | $977K | Buy |
1,519
+25
| +2% | +$15.4K | 0.14% | 96 |
|
|
2021
Q3 | $806K | Sell |
1,494
-147
| -9% | -$79.2K | 0.11% | 106 |
|
|
2021
Q2 | $805K | Sell |
1,641
-15
| -0.9% | -$6.5K | 0.1% | 102 |
|
|
2021
Q1 | $634K | Buy |
1,656
+939
| +131% | +$362K | 0.08% | 109 |
|
|
2020
Q4 | $272K | Buy |
717
+47
| +7% | +$16.5K | 0.04% | 149 |
|
|
2020
Q3 | $219K | Buy |
+670
| New | +$210K | 0.04% | 158 |
|
|
2019
Q3 | – | Sell |
-442
| Closed | -$116K | – | 808 |
|
|
2019
Q2 | $116K | Buy |
442
+57
| +15% | +$14.5K | 0.04% | 189 |
|
|
2019
Q1 | $101K | Buy |
385
+254
| +194% | +$58.7K | 0.04% | 198 |
|
|
2018
Q4 | $26K | Sell |
131
-16
| -11% | -$3.33K | 0.01% | 470 |
|
|
2018
Q3 | $33K | Sell |
147
-1
| -0.7% | -$215 | 0.01% | 451 |
|
|
2018
Q2 | $30K | Sell |
148
-18
| -11% | -$3.45K | 0.01% | 483 |
|
|
2018
Q1 | $29K | Buy |
166
+9
| +6% | +$1.51K | 0.01% | 484 |
|
|
2017
Q4 | $25K | Buy |
157
+2
| +1% | +$305 | 0.01% | 513 |
|
|
2017
Q3 | $22K | Buy |
155
+3
| +2% | +$414 | 0.01% | 563 |
|
|
2017
Q2 | $21K | Buy |
152
+7
| +5% | +$908 | 0.01% | 597 |
|
|
2017
Q1 | $20K | Buy |
145
+32
| +28% | +$3.83K | 0.01% | 615 |
|
|
2016
Q4 | $13K | Hold |
113
| – | – | 0.01% | 541 |
|
|
2016
Q3 | $12K | Buy |
113
+15
| +15% | +$1.68K | 0.01% | 544 |
|
|
2016
Q2 | $11K | Buy |
98
+66
| +206% | +$6.9K | 0.01% | 540 |
|
|
2016
Q1 | $3K | Sell |
32
-48
| -60% | -$4.63K | ﹤0.01% | 636 |
|
|
2015
Q4 | $8K | Buy |
+80
| New | +$7.73K | 0.01% | 312 |
|
Other funds holding INTU
VCM
VPM
Proficio Capital Partners's INTU Position: Q1 2026 in Review
Proficio Capital Partners reduced its Intuit (INTU) stake by 1.4% in Q1 2026, selling an estimated $3.34K and leaving 484 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #238.
Proficio Capital Partners first reported a position in INTU in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.41M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Proficio Capital Partners held 484 shares of Intuit worth $209K as of Q1 2026.
- Proficio Capital Partners sold 7 Intuit shares in Q1 2026, an estimated $3.34K.
- Intuit made up 0.01% of Proficio Capital Partners's portfolio in Q1 2026, its #238 holding.
- Proficio Capital Partners first reported a position in Intuit in Q4 2015 and has held it in 38 quarters since.
- Proficio Capital Partners's Intuit position peaked at $1.41M in Q2 2025.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.