Stratos Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
9,061
+181
| +2% | +$143K | 0.1% | 214 |
|
|
2025
Q1 | $5.45M | Sell |
8,880
-211
| -2% | -$130K | 0.08% | 247 |
|
|
2024
Q4 | $5.71M | Buy |
9,091
+114
| +1% | +$71.7K | 0.08% | 245 |
|
|
2024
Q3 | $5.58M | Buy |
8,977
+305
| +4% | +$189K | 0.08% | 246 |
|
|
2024
Q2 | $5.7M | Buy |
8,672
+229
| +3% | +$151K | 0.09% | 224 |
|
|
2024
Q1 | $5.49M | Buy |
8,443
+239
| +3% | +$155K | 0.09% | 232 |
|
|
2023
Q4 | $5.13M | Sell |
8,204
-179
| -2% | -$112K | 0.1% | 222 |
|
|
2023
Q3 | $4.28M | Buy |
8,383
+588
| +8% | +$300K | 0.09% | 224 |
|
|
2023
Q2 | $3.57M | Buy |
7,795
+1,371
| +21% | +$628K | 0.08% | 250 |
|
|
2023
Q1 | $2.86M | Sell |
6,424
-707
| -10% | -$315K | 0.08% | 248 |
|
|
2022
Q4 | $2.78M | Sell |
7,131
-274
| -4% | -$107K | 0.07% | 275 |
|
|
2022
Q3 | $2.87M | Sell |
7,405
-243
| -3% | -$94.1K | 0.08% | 244 |
|
|
2022
Q2 | $2.95M | Buy |
7,648
+12
| +0.2% | +$4.63K | 0.07% | 244 |
|
|
2022
Q1 | $3.67M | Buy |
7,636
+528
| +7% | +$254K | 0.08% | 230 |
|
|
2021
Q4 | $4.57M | Buy |
7,108
+539
| +8% | +$347K | 0.1% | 197 |
|
|
2021
Q3 | $3.55M | Buy |
6,569
+849
| +15% | +$458K | 0.09% | 223 |
|
|
2021
Q2 | $2.8M | Buy |
5,720
+538
| +10% | +$264K | 0.07% | 263 |
|
|
2021
Q1 | $1.99M | Buy |
5,182
+480
| +10% | +$184K | 0.05% | 305 |
|
|
2020
Q4 | $1.79M | Buy |
4,702
+635
| +16% | +$241K | 0.05% | 295 |
|
|
2020
Q3 | $1.33M | Buy |
4,067
+1,637
| +67% | +$534K | 0.04% | 333 |
|
|
2020
Q2 | $720K | Buy |
2,430
+73
| +3% | +$21.6K | 0.03% | 472 |
|
|
2020
Q1 | $542K | Sell |
2,357
-30
| -1% | -$6.9K | 0.02% | 503 |
|
|
2019
Q4 | $625K | Sell |
2,387
-213
| -8% | -$55.8K | 0.02% | 530 |
|
|
2019
Q3 | $691K | Buy |
2,600
+225
| +9% | +$59.8K | 0.03% | 476 |
|
|
2019
Q2 | $621K | Buy |
2,375
+759
| +47% | +$198K | 0.03% | 500 |
|
|
2019
Q1 | $422K | Buy |
1,616
+375
| +30% | +$97.9K | 0.02% | 605 |
|
|
2018
Q4 | $244K | Buy |
1,241
+219
| +21% | +$43.1K | 0.01% | 731 |
|
|
2018
Q3 | $232K | Buy |
+1,022
| New | +$232K | 0.01% | 791 |
|
|
2018
Q2 | – | Sell |
-957
| Closed | -$166K | – | 1751 |
|
|
2018
Q1 | $166K | Sell |
957
-73
| -7% | -$12.7K | 0.01% | 980 |
|
|
2017
Q4 | $162K | Buy |
+1,030
| New | +$162K | 0.01% | 963 |
|
|
2017
Q3 | – | Sell |
-1,692
| Closed | -$225K | – | 941 |
|
|
2017
Q2 | $225K | Sell |
1,692
-105
| -6% | -$14K | 0.01% | 739 |
|
|
2017
Q1 | $208K | Buy |
+1,797
| New | +$208K | 0.01% | 711 |
|