Tiemann Investment 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 | $782K | Buy |
993
+17
| +2% | +$13.4K | 0.32% | 63 |
|
|
2025
Q1 | $599K | Buy |
976
+20
| +2% | +$12.3K | 0.27% | 70 |
|
|
2024
Q4 | $601K | Sell |
956
-5
| -0.5% | -$3.14K | 0.27% | 73 |
|
|
2024
Q3 | $597K | Sell |
961
-25
| -3% | -$15.5K | 0.26% | 75 |
|
|
2024
Q2 | $648K | Sell |
986
-30
| -3% | -$19.7K | 0.29% | 72 |
|
|
2024
Q1 | $660K | Sell |
1,016
-35
| -3% | -$22.8K | 0.3% | 72 |
|
|
2023
Q4 | $657K | Buy |
1,051
+75
| +8% | +$46.9K | 0.32% | 67 |
|
|
2023
Q3 | $499K | Hold |
976
| – | – | 0.27% | 80 |
|
|
2023
Q2 | $447K | Sell |
976
-35
| -3% | -$16K | 0.23% | 96 |
|
|
2023
Q1 | $451K | Buy |
1,011
+85
| +9% | +$37.9K | 0.25% | 93 |
|
|
2022
Q4 | $360K | Sell |
926
-95
| -9% | -$37K | 0.21% | 115 |
|
|
2022
Q3 | $395K | Buy |
1,021
+10
| +1% | +$3.87K | 0.26% | 89 |
|
|
2022
Q2 | $390K | Buy |
1,011
+80
| +9% | +$30.9K | 0.21% | 109 |
|
|
2022
Q1 | $448K | Sell |
931
-130
| -12% | -$62.6K | 0.21% | 108 |
|
|
2021
Q4 | $683K | Sell |
1,061
-5
| -0.5% | -$3.22K | 0.29% | 79 |
|
|
2021
Q3 | $575K | Sell |
1,066
-75
| -7% | -$40.5K | 0.27% | 81 |
|
|
2021
Q2 | $559K | Sell |
1,141
-38
| -3% | -$18.6K | 0.26% | 90 |
|
|
2021
Q1 | $452K | Sell |
1,179
-105
| -8% | -$40.3K | 0.23% | 110 |
|
|
2020
Q4 | $488K | Sell |
1,284
-40
| -3% | -$15.2K | 0.26% | 95 |
|
|
2020
Q3 | $432K | Hold |
1,324
| – | – | 0.27% | 94 |
|
|
2020
Q2 | $392K | Buy |
1,324
+1
| +0.1% | +$296 | 0.27% | 93 |
|
|
2020
Q1 | $304K | Buy |
1,323
+25
| +2% | +$5.75K | 0.26% | 95 |
|
|
2019
Q4 | $340K | Sell |
1,298
-195
| -13% | -$51.1K | 0.23% | 115 |
|
|
2019
Q3 | $397K | Sell |
1,493
-599
| -29% | -$159K | 0.29% | 100 |
|
|
2019
Q2 | $547K | Buy |
2,092
+75
| +4% | +$19.6K | 0.4% | 69 |
|
|
2019
Q1 | $527K | Buy |
2,017
+75
| +4% | +$19.6K | 0.4% | 69 |
|
|
2018
Q4 | $382K | Sell |
1,942
-79
| -4% | -$15.5K | 0.34% | 86 |
|
|
2018
Q3 | $460K | Sell |
2,021
-175
| -8% | -$39.8K | 0.35% | 80 |
|
|
2018
Q2 | $449K | Hold |
2,196
| – | – | 0.36% | 80 |
|
|
2018
Q1 | $381K | Sell |
2,196
-75
| -3% | -$13K | 0.31% | 99 |
|
|
2017
Q4 | $358K | Buy |
2,271
+1
| +0% | +$158 | 0.29% | 106 |
|
|
2017
Q3 | $323K | Sell |
2,270
-175
| -7% | -$24.9K | 0.27% | 113 |
|
|
2017
Q2 | $325K | Sell |
2,445
-149
| -6% | -$19.8K | 0.29% | 107 |
|
|
2017
Q1 | $301K | Hold |
2,594
| – | – | 0.28% | 112 |
|
|
2016
Q4 | $297K | Sell |
2,594
-599
| -19% | -$68.6K | 0.29% | 108 |
|
|
2016
Q3 | $351K | Sell |
3,193
-525
| -14% | -$57.7K | 0.32% | 98 |
|
|
2016
Q2 | $415K | Buy |
3,718
+276
| +8% | +$30.8K | 0.39% | 82 |
|
|
2016
Q1 | $358K | Hold |
3,442
| – | – | 0.35% | 88 |
|
|
2015
Q4 | $332K | Buy |
3,442
+1
| +0% | +$96 | 0.34% | 92 |
|
|
2015
Q3 | $305K | Hold |
3,441
| – | – | 0.33% | 101 |
|
|
2015
Q2 | $347K | Buy |
3,441
+500
| +17% | +$50.4K | 0.36% | 91 |
|
|
2015
Q1 | $285K | Sell |
2,941
-449
| -13% | -$43.5K | 0.3% | 110 |
|
|
2014
Q4 | $313K | Sell |
3,390
-50
| -1% | -$4.62K | 0.34% | 98 |
|
|
2014
Q3 | $302K | Hold |
3,440
| – | – | 0.34% | 100 |
|
|
2014
Q2 | $277K | Buy |
3,440
+75
| +2% | +$6.04K | 0.31% | 105 |
|
|
2014
Q1 | $262K | Hold |
3,365
| – | – | 0.29% | 112 |
|
|
2013
Q4 | $257K | Buy |
+3,365
| New | +$257K | 0.3% | 113 |
|