Summit Securities Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-44
| Closed | -$27.7K | – | 789 |
|
|
2024
Q4 | $27.7K | Buy |
+44
| New | +$27.7K | 0.01% | 232 |
|
|
2024
Q3 | – | Sell |
-37
| Closed | -$24K | – | 594 |
|
|
2024
Q2 | $24K | Buy |
+37
| New | +$24K | ﹤0.01% | 257 |
|
|
2024
Q1 | – | Sell |
-22
| Closed | -$14K | – | 521 |
|
|
2023
Q4 | $14K | Sell |
22
-9
| -29% | -$5.73K | ﹤0.01% | 304 |
|
|
2023
Q3 | $16K | Sell |
31
-64
| -67% | -$33K | ﹤0.01% | 230 |
|
|
2023
Q2 | $44K | Buy |
95
+88
| +1,257% | +$40.8K | 0.01% | 322 |
|
|
2023
Q1 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 589 |
|
|
2022
Q4 | – | Sell |
-1,080
| Closed | -$418K | – | 1005 |
|
|
2022
Q3 | $418K | Buy |
+1,080
| New | +$418K | 0.03% | 167 |
|
|
2022
Q2 | – | Sell |
-1,282
| Closed | -$616K | – | 828 |
|
|
2022
Q1 | $616K | Buy |
1,282
+837
| +188% | +$402K | 0.07% | 109 |
|
|
2021
Q4 | $286K | Buy |
+445
| New | +$286K | 0.01% | 289 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$766K | – | 398 |
|
|
2021
Q1 | $766K | Buy |
+2,000
| New | +$766K | 0.08% | 111 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 303 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 214 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 187 |
|
|
2017
Q1 | – | Sell |
-3,195
| Closed | -$366K | – | 299 |
|
|
2016
Q4 | $366K | Buy |
+3,195
| New | +$366K | 0.08% | 136 |
|
|
2016
Q3 | – | Sell |
-15,960
| Closed | -$1.78M | – | 184 |
|
|
2016
Q2 | $1.78M | Buy |
+15,960
| New | +$1.78M | 0.95% | 21 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$6K | – | 366 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 287 |
|