Sunbelt Securities’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$676K Buy
1,075
+270
+34% +$170K 0.06% 279
2025
Q1
$494K Sell
805
-270
-25% -$166K 0.04% 330
2024
Q4
$677K Sell
1,075
-1,152
-52% -$726K 0.06% 280
2024
Q3
$1.38M Sell
2,227
-666
-23% -$414K 0.14% 156
2024
Q2
$1.9M Sell
2,893
-13
-0.4% -$8.54K 0.19% 103
2024
Q1
$1.89M Sell
2,906
-490
-14% -$319K 0.21% 95
2023
Q4
$2.12M Buy
3,396
+5
+0.1% +$3.13K 0.27% 80
2023
Q3
$1.73M Buy
3,391
+36
+1% +$18.4K 0.24% 89
2023
Q2
$1.54M Buy
3,355
+746
+29% +$342K 0.22% 104
2023
Q1
$1.15M Buy
2,609
+128
+5% +$56.3K 0.18% 130
2022
Q4
$966K Sell
2,481
-379
-13% -$148K 0.19% 138
2022
Q3
$1.11M Buy
2,860
+844
+42% +$327K 0.23% 115
2022
Q2
$777K Buy
2,016
+9
+0.4% +$3.47K 0.16% 157
2022
Q1
$947K Sell
2,007
-159
-7% -$75K 0.17% 145
2021
Q4
$1.2M Sell
2,166
-94
-4% -$52.1K 0.19% 127
2021
Q3
$1.13M Hold
2,260
0.2% 130
2021
Q2
$1.13M Buy
2,260
+100
+5% +$50.2K 0.2% 130
2021
Q1
$827K Sell
2,160
-231
-10% -$88.4K 0.16% 160
2020
Q4
$908K Buy
2,391
+102
+4% +$38.7K 0.19% 134
2020
Q3
$765K Buy
2,289
+1,224
+115% +$409K 0.21% 128
2020
Q2
$315K Sell
1,065
-62,854
-98% -$18.6M 0.11% 223
2020
Q1
$17.2M Buy
63,919
+61,927
+3,109% +$16.7M 0.74% 24
2019
Q4
$274K Buy
1,992
+1,090
+121% +$150K 0.03% 468
2019
Q3
$240K Buy
+902
New +$240K 0.03% 475