Sara-Bay Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,743
| Closed | -$11.8M | – | 80 |
|
|
2024
Q4 | $11.8M | Sell |
18,743
-131
| -0.7% | -$82.6K | 4.38% | 7 |
|
|
2024
Q3 | $11.7M | Sell |
18,874
-547
| -3% | -$340K | 4.24% | 7 |
|
|
2024
Q2 | $12.8M | Buy |
19,421
+647
| +3% | +$425K | 5.18% | 7 |
|
|
2024
Q1 | $12M | Buy |
18,774
+64
| +0.3% | +$41K | 5.39% | 6 |
|
|
2023
Q4 | $11.7M | Sell |
18,710
-111
| -0.6% | -$69.4K | 5.7% | 4 |
|
|
2023
Q3 | $9.62M | Buy |
18,821
+96
| +0.5% | +$49.1K | 4.88% | 4 |
|
|
2023
Q2 | $8.58M | Sell |
18,725
-81
| -0.4% | -$37.1K | 4.17% | 5 |
|
|
2023
Q1 | $8.38M | Sell |
18,806
-446
| -2% | -$199K | 4.27% | 4 |
|
|
2022
Q4 | $7.49M | Sell |
19,252
-54
| -0.3% | -$21K | 4.22% | 7 |
|
|
2022
Q3 | $7.48M | Buy |
19,306
+50
| +0.3% | +$19.4K | 4.16% | 5 |
|
|
2022
Q2 | $7.46M | Sell |
19,256
-52
| -0.3% | -$20.1K | 3.62% | 6 |
|
|
2022
Q1 | $9.28M | Sell |
19,308
-75
| -0.4% | -$36.1K | 3.68% | 5 |
|
|
2021
Q4 | $12.5M | Buy |
19,383
+291
| +2% | +$187K | 3.74% | 7 |
|
|
2021
Q3 | $10.3M | Buy |
19,092
+236
| +1% | +$127K | 4.03% | 8 |
|
|
2021
Q2 | $9.24M | Sell |
18,856
-18
| -0.1% | -$8.82K | 3.48% | 9 |
|
|
2021
Q1 | $7.23M | Buy |
18,874
+383
| +2% | +$147K | 2.95% | 12 |
|
|
2020
Q4 | $7.02M | Buy |
18,491
+332
| +2% | +$126K | 3.17% | 11 |
|
|
2020
Q3 | $5.92M | Buy |
18,159
+22
| +0.1% | +$7.18K | 3.22% | 11 |
|
|
2020
Q2 | $5.5M | Buy |
+18,137
| New | +$5.5M | 3.16% | 10 |
|