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 |
|