Sigma Planning Corp’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
653
-23
| -3% | -$18.1K | 0.02% | 772 |
|
|
2025
Q1 | $415K | Sell |
676
-174
| -20% | -$107K | 0.01% | 808 |
|
|
2024
Q4 | $534K | Sell |
850
-163
| -16% | -$102K | 0.02% | 719 |
|
|
2024
Q3 | $629K | Buy |
1,013
+14
| +1% | +$8.69K | 0.02% | 655 |
|
|
2024
Q2 | $657K | Sell |
999
-80
| -7% | -$52.6K | 0.02% | 620 |
|
|
2024
Q1 | $702K | Buy |
+1,079
| New | +$702K | 0.02% | 629 |
|
|
2023
Q4 | – | Sell |
-972
| Closed | -$497K | – | 1011 |
|
|
2023
Q3 | $497K | Buy |
972
+193
| +25% | +$98.7K | 0.02% | 720 |
|
|
2023
Q2 | $357K | Sell |
779
-225
| -22% | -$103K | 0.01% | 866 |
|
|
2023
Q1 | $448K | Buy |
1,004
+225
| +29% | +$100K | 0.01% | 851 |
|
|
2022
Q4 | $303K | Sell |
779
-126
| -14% | -$49.1K | 0.01% | 965 |
|
|
2022
Q3 | $351K | Buy |
905
+52
| +6% | +$20.2K | 0.01% | 882 |
|
|
2022
Q2 | $329K | Buy |
853
+37
| +5% | +$14.3K | 0.01% | 945 |
|
|
2022
Q1 | $393K | Sell |
816
-28
| -3% | -$13.5K | 0.01% | 933 |
|
|
2021
Q4 | $543K | Buy |
844
+92
| +12% | +$59.2K | 0.02% | 810 |
|
|
2021
Q3 | $406K | Buy |
752
+102
| +16% | +$55.1K | 0.01% | 901 |
|
|
2021
Q2 | $319K | Sell |
650
-116
| -15% | -$56.9K | 0.01% | 1034 |
|
|
2021
Q1 | $293K | Buy |
766
+55
| +8% | +$21K | 0.01% | 982 |
|
|
2020
Q4 | $270K | Sell |
711
-881
| -55% | -$335K | 0.01% | 943 |
|
|
2020
Q3 | $519K | Sell |
1,592
-7
| -0.4% | -$2.28K | 0.02% | 593 |
|
|
2020
Q2 | $474K | Buy |
+1,599
| New | +$474K | 0.02% | 607 |
|
|
2015
Q2 | – | Sell |
-3,850
| Closed | -$373K | – | 739 |
|
|
2015
Q1 | $373K | Sell |
3,850
-280
| -7% | -$27.1K | 0.05% | 455 |
|
|
2014
Q4 | $381K | Buy |
+4,130
| New | +$381K | 0.05% | 413 |
|