Ranch Capital 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 | $292K | Buy |
371
+1
| +0.3% | +$787 | 0.13% | 123 |
|
|
2025
Q1 | $227K | Sell |
370
-48
| -11% | -$29.5K | 0.11% | 130 |
|
|
2024
Q4 | $263K | Hold |
418
| – | – | 0.12% | 125 |
|
|
2024
Q3 | $259K | Hold |
418
| – | – | 0.12% | 128 |
|
|
2024
Q2 | $274K | Buy |
418
+91
| +28% | +$59.8K | 0.14% | 127 |
|
|
2024
Q1 | $213K | Sell |
327
-10
| -3% | -$6.51K | 0.12% | 141 |
|
|
2023
Q4 | $211K | Buy |
+337
| New | +$211K | 0.13% | 134 |
|
|
2021
Q4 | – | Sell |
-280
| Closed | -$151K | – | 347 |
|
|
2021
Q3 | $151K | Buy |
280
+1
| +0.4% | +$539 | 0.09% | 167 |
|
|
2021
Q2 | $137K | Hold |
279
| – | – | 0.08% | 188 |
|
|
2021
Q1 | $107K | Hold |
279
| – | – | 0.07% | 208 |
|
|
2020
Q4 | $106K | Hold |
279
| – | – | 0.08% | 198 |
|
|
2020
Q3 | $91K | Sell |
279
-40
| -13% | -$13K | 0.07% | 209 |
|
|
2020
Q2 | $97K | Buy |
319
+45
| +16% | +$13.7K | 0.08% | 208 |
|
|
2020
Q1 | $63K | Hold |
274
| – | – | 0.06% | 232 |
|
|
2019
Q4 | $72K | Buy |
+274
| New | +$72K | 0.06% | 263 |
|