Proficio Capital Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
1,792
+151
| +9% | +$119K | 0.09% | 126 |
|
|
2025
Q1 | $1.01M | Sell |
1,641
-52
| -3% | -$31.9K | 0.08% | 130 |
|
|
2024
Q4 | $1.06M | Buy |
1,693
+746
| +79% | +$469K | 0.09% | 99 |
|
|
2024
Q3 | $588K | Sell |
947
-851
| -47% | -$528K | 0.06% | 129 |
|
|
2024
Q2 | $1.18M | Buy |
1,798
+29
| +2% | +$19.1K | 0.12% | 96 |
|
|
2024
Q1 | $1.15M | Buy |
1,769
+126
| +8% | +$81.9K | 0.13% | 97 |
|
|
2023
Q4 | $1.03M | Buy |
1,643
+4
| +0.2% | +$2.5K | 0.13% | 87 |
|
|
2023
Q3 | $837K | Sell |
1,639
-16
| -1% | -$8.17K | 0.11% | 97 |
|
|
2023
Q2 | $758K | Buy |
1,655
+45
| +3% | +$20.6K | 0.1% | 113 |
|
|
2023
Q1 | $718K | Sell |
1,610
-5
| -0.3% | -$2.23K | 0.11% | 112 |
|
|
2022
Q4 | $629K | Sell |
1,615
-4
| -0.2% | -$1.56K | 0.12% | 105 |
|
|
2022
Q3 | $626K | Buy |
1,619
+69
| +4% | +$26.7K | 0.12% | 101 |
|
|
2022
Q2 | $598K | Buy |
1,550
+90
| +6% | +$34.7K | 0.11% | 109 |
|
|
2022
Q1 | $701K | Sell |
1,460
-59
| -4% | -$28.3K | 0.1% | 106 |
|
|
2021
Q4 | $977K | Buy |
1,519
+25
| +2% | +$16.1K | 0.14% | 96 |
|
|
2021
Q3 | $806K | Sell |
1,494
-147
| -9% | -$79.3K | 0.11% | 106 |
|
|
2021
Q2 | $805K | Sell |
1,641
-15
| -0.9% | -$7.36K | 0.1% | 102 |
|
|
2021
Q1 | $634K | Buy |
1,656
+939
| +131% | +$359K | 0.08% | 109 |
|
|
2020
Q4 | $272K | Buy |
717
+47
| +7% | +$17.8K | 0.04% | 149 |
|
|
2020
Q3 | $219K | Buy |
+670
| New | +$219K | 0.04% | 158 |
|
|
2019
Q3 | – | Sell |
-442
| Closed | -$116K | – | 811 |
|
|
2019
Q2 | $116K | Buy |
442
+57
| +15% | +$15K | 0.04% | 189 |
|
|
2019
Q1 | $101K | Buy |
385
+254
| +194% | +$66.6K | 0.04% | 198 |
|
|
2018
Q4 | $26K | Sell |
131
-16
| -11% | -$3.18K | 0.01% | 469 |
|
|
2018
Q3 | $33K | Sell |
147
-1
| -0.7% | -$224 | 0.01% | 448 |
|
|
2018
Q2 | $30K | Sell |
148
-18
| -11% | -$3.65K | 0.01% | 481 |
|
|
2018
Q1 | $29K | Buy |
166
+9
| +6% | +$1.57K | 0.01% | 482 |
|
|
2017
Q4 | $25K | Buy |
157
+2
| +1% | +$318 | 0.01% | 512 |
|
|
2017
Q3 | $22K | Buy |
155
+3
| +2% | +$426 | 0.01% | 563 |
|
|
2017
Q2 | $21K | Buy |
152
+7
| +5% | +$967 | 0.01% | 596 |
|
|
2017
Q1 | $20K | Buy |
145
+32
| +28% | +$4.41K | 0.01% | 616 |
|
|
2016
Q4 | $13K | Hold |
113
| – | – | 0.01% | 540 |
|
|
2016
Q3 | $12K | Buy |
113
+15
| +15% | +$1.59K | 0.01% | 542 |
|
|
2016
Q2 | $11K | Buy |
98
+66
| +206% | +$7.41K | 0.01% | 540 |
|
|
2016
Q1 | $3K | Sell |
32
-48
| -60% | -$4.5K | ﹤0.01% | 636 |
|
|
2015
Q4 | $8K | Buy |
+80
| New | +$8K | 0.01% | 311 |
|