Rational 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 | $56.7K | Buy |
+72
| New | +$56.7K | 0.01% | 129 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$621K | – | 142 |
|
|
2024
Q3 | $621K | Buy |
1,000
+629
| +170% | +$391K | 0.06% | 88 |
|
|
2024
Q2 | $244K | Buy |
+371
| New | +$244K | 0.02% | 102 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$20.2K | – | 236 |
|
|
2023
Q3 | $20.2K | Hold |
44
| – | – | ﹤0.01% | 209 |
|
|
2023
Q2 | $20.2K | Hold |
44
| – | – | ﹤0.01% | 199 |
|
|
2023
Q1 | $19.6K | Hold |
44
| – | – | ﹤0.01% | 194 |
|
|
2022
Q4 | $17.1K | Sell |
44
-4,400
| -99% | -$1.71M | ﹤0.01% | 172 |
|
|
2022
Q3 | $1.72M | Buy |
4,444
+4,401
| +10,235% | +$1.7M | 0.14% | 60 |
|
|
2022
Q2 | $17K | Buy |
43
+1
| +2% | +$395 | ﹤0.01% | 174 |
|
|
2022
Q1 | $20K | Buy |
+42
| New | +$20K | ﹤0.01% | 182 |
|
|
2021
Q2 | – | Sell |
-432
| Closed | -$165K | – | 162 |
|
|
2021
Q1 | $165K | Buy |
+432
| New | +$165K | 0.03% | 133 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$2K | – | 402 |
|
|
2020
Q3 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 476 |
|
|
2020
Q2 | $3K | Sell |
9
-1,217
| -99% | -$406K | ﹤0.01% | 456 |
|
|
2020
Q1 | $282K | Sell |
1,226
-2,303
| -65% | -$530K | 0.21% | 110 |
|
|
2019
Q4 | $924K | Buy |
3,529
+3,354
| +1,917% | +$878K | 0.43% | 63 |
|
|
2019
Q3 | $47K | Sell |
175
-3,350
| -95% | -$900K | 0.02% | 370 |
|
|
2019
Q2 | $921K | Sell |
3,525
-6,611
| -65% | -$1.73M | 0.33% | 114 |
|
|
2019
Q1 | $2.65M | Buy |
10,136
+6,464
| +176% | +$1.69M | 0.72% | 44 |
|
|
2018
Q4 | $722K | Buy |
3,672
+3,104
| +546% | +$610K | 0.23% | 91 |
|
|
2018
Q3 | $129K | Sell |
568
-2,982
| -84% | -$677K | 0.03% | 216 |
|
|
2018
Q2 | $725K | Buy |
3,550
+1,170
| +49% | +$239K | 0.34% | 98 |
|
|
2018
Q1 | $413K | Buy |
+2,380
| New | +$413K | 0.19% | 158 |
|
|
2015
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 377 |
|
|
2015
Q2 | $7K | Hold |
66
| – | – | ﹤0.01% | 381 |
|
|
2015
Q1 | $6K | Sell |
66
-43
| -39% | -$3.91K | ﹤0.01% | 397 |
|
|
2014
Q4 | $10K | Buy |
+109
| New | +$10K | ﹤0.01% | 424 |
|
|
2013
Q4 | $12K | Sell |
159
-10
| -6% | -$755 | ﹤0.01% | 787 |
|
|
2013
Q3 | $11K | Hold |
169
| – | – | ﹤0.01% | 819 |
|
|
2013
Q2 | $10K | Buy |
+169
| New | +$10K | ﹤0.01% | 828 |
|