Sheaff Brock Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,946
| Closed | -$1.84M | – | 521 |
|
|
2023
Q4 | $1.84M | Buy |
2,946
+3
| +0.1% | +$1.66K | 0.14% | 111 |
|
|
2023
Q3 | $1.5M | Buy |
2,943
+5
| +0.2% | +$2.53K | 0.14% | 115 |
|
|
2023
Q2 | $1.35M | Buy |
2,938
+4
| +0.1% | +$1.75K | 0.11% | 135 |
|
|
2023
Q1 | $1.31M | Buy |
2,934
+6
| +0.2% | +$2.46K | 0.12% | 134 |
|
|
2022
Q4 | $1.14M | Buy |
2,928
+5
| +0.2% | +$1.98K | 0.11% | 146 |
|
|
2022
Q3 | $1.13M | Buy |
2,923
+5
| +0.2% | +$2.16K | 0.12% | 131 |
|
|
2022
Q2 | $1.13M | Buy |
2,918
+4
| +0.1% | +$1.66K | 0.09% | 142 |
|
|
2022
Q1 | $1.4M | Sell |
2,914
-55
| -2% | -$28.2K | 0.1% | 137 |
|
|
2021
Q4 | $1.91M | Sell |
2,969
-117
| -4% | -$72.2K | 0.13% | 109 |
|
|
2021
Q3 | $1.67M | Buy |
3,086
+39
| +1% | +$21K | 0.12% | 115 |
|
|
2021
Q2 | $1.49M | Sell |
3,047
-150
| -5% | -$65K | 0.11% | 121 |
|
|
2021
Q1 | $1.23M | Buy |
3,197
+159
| +5% | +$61.2K | 0.1% | 138 |
|
|
2020
Q4 | $1.15M | Buy |
3,038
+4
| +0.1% | +$1.41K | 0.1% | 135 |
|
|
2020
Q3 | $990K | Buy |
3,034
+10
| +0.3% | +$3.13K | 0.09% | 134 |
|
|
2020
Q2 | $896K | Sell |
3,024
-94
| -3% | -$25.8K | 0.09% | 139 |
|
|
2020
Q1 | $717K | Buy |
3,118
+5
| +0.2% | +$1.35K | 0.09% | 130 |
|
|
2019
Q4 | $815K | Buy |
3,113
+12
| +0.4% | +$3.14K | 0.08% | 178 |
|
|
2019
Q3 | $825K | Buy |
3,101
+65
| +2% | +$17.9K | 0.09% | 159 |
|
|
2019
Q2 | $794K | Buy |
3,036
+9
| +0.3% | +$2.29K | 0.09% | 177 |
|
|
2019
Q1 | $791K | Hold |
3,027
| – | – | 0.1% | 176 |
|
|
2018
Q4 | $596K | Hold |
3,027
| – | – | 0.09% | 201 |
|
|
2018
Q3 | $688K | Hold |
3,027
| – | – | 0.07% | 212 |
|
|
2018
Q2 | $618K | Hold |
3,027
| – | – | 0.06% | 225 |
|
|
2018
Q1 | $525K | Hold |
3,027
| – | – | 0.05% | 246 |
|
|
2017
Q4 | $478K | Hold |
3,027
| – | – | 0.06% | 263 |
|
|
2017
Q3 | $430K | Hold |
3,027
| – | – | 0.06% | 283 |
|
|
2017
Q2 | $402K | Hold |
3,027
| – | – | 0.05% | 319 |
|
|
2017
Q1 | $351K | Hold |
3,027
| – | – | 0.05% | 350 |
|
|
2016
Q4 | $347K | Buy |
3,027
+350
| +13% | +$39.2K | 0.04% | 355 |
|
|
2016
Q3 | $294K | Hold |
2,677
| – | – | 0.04% | 360 |
|
|
2016
Q2 | $299K | Hold |
2,677
| – | – | 0.04% | 373 |
|
|
2016
Q1 | $278K | Hold |
2,677
| – | – | 0.03% | 412 |
|
|
2015
Q4 | $258K | Buy |
+2,677
| New | +$259K | 0.03% | 455 |
|
Other funds holding INTU
