Prospera Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
3,611
+1,790
| +98% | +$1.41M | 0.05% | 363 |
|
|
2025
Q1 | $1.12M | Buy |
1,821
+723
| +66% | +$444K | 0.03% | 534 |
|
|
2024
Q4 | $690K | Buy |
1,098
+90
| +9% | +$56.6K | 0.02% | 647 |
|
|
2024
Q3 | $626K | Buy |
1,008
+18
| +2% | +$11.2K | 0.02% | 641 |
|
|
2024
Q2 | $651K | Sell |
990
-103
| -9% | -$67.7K | 0.02% | 617 |
|
|
2024
Q1 | $711K | Buy |
1,093
+256
| +31% | +$166K | 0.02% | 591 |
|
|
2023
Q4 | $523K | Buy |
837
+17
| +2% | +$10.6K | 0.02% | 648 |
|
|
2023
Q3 | $419K | Buy |
820
+129
| +19% | +$65.9K | 0.02% | 674 |
|
|
2023
Q2 | $317K | Buy |
691
+35
| +5% | +$16K | 0.01% | 776 |
|
|
2023
Q1 | $293K | Sell |
656
-1
| -0.2% | -$446 | 0.01% | 791 |
|
|
2022
Q4 | $256K | Buy |
657
+31
| +5% | +$12.1K | 0.01% | 762 |
|
|
2022
Q3 | $242K | Buy |
626
+119
| +23% | +$46K | 0.01% | 720 |
|
|
2022
Q2 | $196K | Sell |
507
-1,112
| -69% | -$430K | 0.01% | 743 |
|
|
2022
Q1 | $779K | Sell |
1,619
-1,414
| -47% | -$680K | 0.03% | 483 |
|
|
2021
Q4 | $1.95M | Sell |
3,033
-363
| -11% | -$234K | 0.08% | 268 |
|
|
2021
Q3 | $1.83M | Buy |
3,396
+2,790
| +460% | +$1.51M | 0.09% | 257 |
|
|
2021
Q2 | $297K | Sell |
606
-473
| -44% | -$232K | 0.01% | 659 |
|
|
2021
Q1 | $413K | Buy |
1,079
+396
| +58% | +$152K | 0.02% | 543 |
|
|
2020
Q4 | $260K | Buy |
683
+433
| +173% | +$165K | 0.02% | 574 |
|
|
2020
Q3 | $82K | Buy |
+250
| New | +$82K | 0.03% | 466 |
|