Raymond James Financial Services Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.6M | Buy |
33,107
+2,263
| +7% | +$1.41M | 0.03% | 536 |
|
|
2024
Q2 | $20.3M | Sell |
30,844
-372
| -1% | -$244K | 0.03% | 505 |
|
|
2024
Q1 | $20.3M | Sell |
31,216
-721
| -2% | -$469K | 0.03% | 503 |
|
|
2023
Q4 | $20M | Buy |
31,937
+2,257
| +8% | +$1.41M | 0.03% | 489 |
|
|
2023
Q3 | $15.2M | Sell |
29,680
-16,894
| -36% | -$8.63M | 0.03% | 536 |
|
|
2023
Q2 | $21.3M | Sell |
46,574
-591
| -1% | -$271K | 0.04% | 444 |
|
|
2023
Q1 | $21M | Buy |
47,165
+19,634
| +71% | +$8.75M | 0.04% | 430 |
|
|
2022
Q4 | $10.7M | Buy |
27,531
+2,333
| +9% | +$908K | 0.02% | 627 |
|
|
2022
Q3 | $9.77M | Buy |
25,198
+1,081
| +4% | +$419K | 0.02% | 629 |
|
|
2022
Q2 | $9.3M | Sell |
24,117
-4,754
| -16% | -$1.83M | 0.02% | 662 |
|
|
2022
Q1 | $13.9M | Sell |
28,871
-260
| -0.9% | -$125K | 0.03% | 561 |
|
|
2021
Q4 | $18.7M | Sell |
29,131
-736
| -2% | -$474K | 0.04% | 472 |
|
|
2021
Q3 | $16.1M | Sell |
29,867
-1,769
| -6% | -$955K | 0.03% | 507 |
|
|
2021
Q2 | $15.5M | Buy |
31,636
+2,525
| +9% | +$1.24M | 0.03% | 513 |
|
|
2021
Q1 | $11.2M | Buy |
29,111
+4,366
| +18% | +$1.67M | 0.03% | 585 |
|
|
2020
Q4 | $9.4M | Buy |
24,745
+4,419
| +22% | +$1.68M | 0.02% | 578 |
|
|
2020
Q3 | $6.63M | Buy |
20,326
+2,815
| +16% | +$919K | 0.02% | 650 |
|
|
2020
Q2 | $5.19M | Buy |
17,511
+2,745
| +19% | +$813K | 0.02% | 686 |
|
|
2020
Q1 | $3.4M | Buy |
14,766
+3,111
| +27% | +$716K | 0.01% | 658 |
|
|
2019
Q4 | $3.05M | Buy |
11,655
+2,880
| +33% | +$754K | 0.01% | 956 |
|
|
2019
Q3 | $2.33M | Buy |
8,775
+378
| +5% | +$101K | 0.01% | 1029 |
|
|
2019
Q2 | $2.2M | Buy |
8,397
+592
| +8% | +$155K | 0.01% | 1056 |
|
|
2019
Q1 | $2.04M | Sell |
7,805
-57
| -0.7% | -$14.9K | 0.01% | 1059 |
|
|
2018
Q4 | $1.55M | Buy |
7,862
+238
| +3% | +$46.9K | 0.01% | 1036 |
|
|
2018
Q3 | $1.73M | Buy |
7,624
+232
| +3% | +$52.8K | 0.01% | 1157 |
|
|
2018
Q2 | $1.51M | Sell |
7,392
-160
| -2% | -$32.7K | 0.01% | 1182 |
|
|
2018
Q1 | $1.31M | Buy |
7,552
+565
| +8% | +$97.9K | 0.01% | 1155 |
|
|
2017
Q4 | $1.1M | Sell |
6,987
-5,914
| -46% | -$933K | 0.01% | 1241 |
|
|
2017
Q3 | $1.83M | Sell |
12,901
-1,625
| -11% | -$231K | 0.01% | 952 |
|
|
2017
Q2 | $1.93M | Buy |
14,526
+5,460
| +60% | +$725K | 0.01% | 906 |
|
|
2017
Q1 | $1.05M | Sell |
9,066
-3,464
| -28% | -$402K | 0.01% | 1154 |
|
|
2016
Q4 | $1.44M | Sell |
12,530
-7,115
| -36% | -$815K | 0.01% | 932 |
|
|
2016
Q3 | $2.16M | Buy |
19,645
+3,277
| +20% | +$360K | 0.02% | 732 |
|
|
2016
Q2 | $1.83M | Sell |
16,368
-225
| -1% | -$25.1K | 0.02% | 775 |
|
|
2016
Q1 | $1.73M | Sell |
16,593
-622
| -4% | -$64.7K | 0.02% | 683 |
|
|
2015
Q4 | $1.66M | Buy |
17,215
+4,386
| +34% | +$423K | 0.02% | 716 |
|
|
2015
Q3 | $1.14M | Buy |
+12,829
| New | +$1.14M | 0.02% | 732 |
|
|
2014
Q4 | – | Sell |
-13,995
| Closed | -$1.23M | – | 568 |
|
|
2014
Q3 | $1.23M | Buy |
13,995
+345
| +3% | +$30.2K | 0.07% | 309 |
|
|
2014
Q2 | $1.1M | Sell |
13,650
-760
| -5% | -$61.2K | 0.07% | 307 |
|
|
2014
Q1 | $1.12M | Buy |
14,410
+2,162
| +18% | +$168K | 0.07% | 303 |
|
|
2013
Q4 | $935K | Buy |
+12,248
| New | +$935K | 0.06% | 329 |
|