Stratos Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$923K Sell
1,171
-8
-0.7% -$6.3K 0.05% 324
2025
Q1
$724K Sell
1,179
-1,062
-47% -$652K 0.04% 365
2024
Q4
$1.41M Buy
2,241
+121
+6% +$76.1K 0.07% 280
2024
Q3
$1.32M Sell
2,120
-15
-0.7% -$9.32K 0.06% 307
2024
Q2
$1.4M Buy
2,135
+54
+3% +$35.5K 0.07% 273
2024
Q1
$1.35M Sell
2,081
-132
-6% -$85.8K 0.08% 272
2023
Q4
$1.38M Sell
2,213
-27
-1% -$16.9K 0.08% 267
2023
Q3
$1.14M Buy
2,240
+20
+0.9% +$10.2K 0.08% 274
2023
Q2
$1.02M Sell
2,220
-2,667
-55% -$1.22M 0.07% 306
2023
Q1
$2.18M Sell
4,887
-513
-10% -$229K 0.17% 173
2022
Q4
$2.1M Buy
5,400
+2,201
+69% +$857K 0.18% 165
2022
Q3
$1.24M Buy
3,199
+361
+13% +$140K 0.13% 211
2022
Q2
$1.09M Buy
2,838
+1,111
+64% +$428K 0.1% 256
2022
Q1
$830K Sell
1,727
-412
-19% -$198K 0.07% 300
2021
Q4
$1.38M Buy
2,139
+287
+15% +$185K 0.1% 241
2021
Q3
$999K Buy
+1,852
New +$999K 0.09% 254
2019
Q4
Sell
-1,390
Closed -$370K 201
2019
Q3
$370K Sell
1,390
-6
-0.4% -$1.6K 0.14% 163
2019
Q2
$365K Sell
1,396
-137
-9% -$35.8K 0.15% 150
2019
Q1
$401K Sell
1,533
-97
-6% -$25.4K 0.22% 123
2018
Q4
$321K Buy
+1,630
New +$321K 0.21% 130