Steward Partners Investment Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Sell |
8,198
-7,645
| -48% | -$6.02M | 0.05% | 360 |
|
|
2025
Q1 | $9.73M | Buy |
15,843
+365
| +2% | +$224K | 0.09% | 231 |
|
|
2024
Q4 | $9.73M | Buy |
15,478
+136
| +0.9% | +$85.5K | 0.09% | 223 |
|
|
2024
Q3 | $9.53M | Buy |
15,342
+4,075
| +36% | +$2.53M | 0.09% | 224 |
|
|
2024
Q2 | $7.4M | Buy |
11,267
+647
| +6% | +$425K | 0.08% | 252 |
|
|
2024
Q1 | $6.9M | Buy |
10,620
+3,533
| +50% | +$2.3M | 0.08% | 270 |
|
|
2023
Q4 | $4.43M | Buy |
7,087
+423
| +6% | +$264K | 0.06% | 310 |
|
|
2023
Q3 | $3.4M | Buy |
6,664
+63
| +1% | +$32.2K | 0.05% | 335 |
|
|
2023
Q2 | $3.02M | Sell |
6,601
-102
| -2% | -$46.7K | 0.05% | 367 |
|
|
2023
Q1 | $2.99M | Buy |
6,703
+181
| +3% | +$80.7K | 0.05% | 361 |
|
|
2022
Q4 | $2.54M | Sell |
6,522
-313
| -5% | -$122K | 0.04% | 386 |
|
|
2022
Q3 | $2.65M | Sell |
6,835
-3,803
| -36% | -$1.47M | 0.05% | 359 |
|
|
2022
Q2 | $4.1M | Sell |
10,638
-714
| -6% | -$275K | 0.08% | 272 |
|
|
2022
Q1 | $5.46M | Buy |
11,352
+742
| +7% | +$357K | 0.08% | 244 |
|
|
2021
Q4 | $6.82M | Buy |
10,610
+3,920
| +59% | +$2.52M | 0.1% | 212 |
|
|
2021
Q3 | $3.61M | Buy |
6,690
+576
| +9% | +$311K | 0.06% | 314 |
|
|
2021
Q2 | $3M | Sell |
6,114
-432
| -7% | -$212K | 0.05% | 354 |
|
|
2021
Q1 | $2.51M | Sell |
6,546
-2,252
| -26% | -$863K | 0.04% | 378 |
|
|
2020
Q4 | $3.34M | Buy |
8,798
+2,773
| +46% | +$1.05M | 0.07% | 268 |
|
|
2020
Q3 | $1.97M | Buy |
6,025
+200
| +3% | +$65.2K | 0.05% | 330 |
|
|
2020
Q2 | $1.73M | Buy |
5,825
+111
| +2% | +$32.9K | 0.05% | 336 |
|
|
2020
Q1 | $1.31M | Sell |
5,714
-108
| -2% | -$24.8K | 0.05% | 328 |
|
|
2019
Q4 | $1.53M | Buy |
5,822
+21
| +0.4% | +$5.5K | 0.05% | 350 |
|
|
2019
Q3 | $1.54M | Sell |
5,801
-371
| -6% | -$98.6K | 0.05% | 323 |
|
|
2019
Q2 | $1.61M | Buy |
6,172
+961
| +18% | +$251K | 0.06% | 296 |
|
|
2019
Q1 | $1.36M | Sell |
5,211
-374
| -7% | -$97.8K | 0.06% | 300 |
|
|
2018
Q4 | $1.1M | Sell |
5,585
-187
| -3% | -$36.8K | 0.05% | 318 |
|
|
2018
Q3 | $1.31M | Sell |
5,772
-20
| -0.3% | -$4.55K | 0.06% | 286 |
|
|
2018
Q2 | $1.18M | Sell |
5,792
-158
| -3% | -$32.3K | 0.07% | 268 |
|
|
2018
Q1 | $1.03M | Buy |
5,950
+266
| +5% | +$46.1K | 0.07% | 261 |
|
|
2017
Q4 | $896K | Buy |
5,684
+167
| +3% | +$26.3K | 0.07% | 249 |
|
|
2017
Q3 | $784K | Buy |
5,517
+134
| +2% | +$19K | 0.08% | 219 |
|
|
2017
Q2 | $714K | Buy |
5,383
+5,329
| +9,869% | +$707K | 0.08% | 221 |
|
|
2017
Q1 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 1074 |
|