Transamerica Financial 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 | $21.6K | Sell |
28
-13
| -32% | -$10K | ﹤0.01% | 335 |
|
|
2025
Q1 | $25K | Sell |
41
-7,828
| -99% | -$4.77M | ﹤0.01% | 328 |
|
|
2024
Q4 | $4.95M | Sell |
7,869
-214
| -3% | -$135K | 0.49% | 47 |
|
|
2024
Q3 | $5.02M | Sell |
8,083
-572
| -7% | -$355K | 0.49% | 57 |
|
|
2024
Q2 | $5.69M | Hold |
8,655
| – | – | 0.61% | 38 |
|
|
2024
Q1 | $5.63M | Buy |
8,655
+5,668
| +190% | +$3.68M | 0.57% | 41 |
|
|
2023
Q4 | $1.87M | Sell |
2,987
-48
| -2% | -$30K | 0.26% | 61 |
|
|
2023
Q3 | $1.55M | Sell |
3,035
-368
| -11% | -$188K | 0.21% | 84 |
|
|
2023
Q2 | $1.56M | Sell |
3,403
-965
| -22% | -$442K | 0.2% | 87 |
|
|
2023
Q1 | $1.95M | Buy |
4,368
+1,801
| +70% | +$803K | 0.26% | 66 |
|
|
2022
Q4 | $999K | Sell |
2,567
-94
| -4% | -$36.6K | 0.14% | 131 |
|
|
2022
Q3 | $1.03M | Buy |
2,661
+1,342
| +102% | +$520K | 0.15% | 108 |
|
|
2022
Q2 | $509K | Buy |
+1,319
| New | +$509K | 0.07% | 164 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$3K | – | 162 |
|
|
2021
Q2 | $3K | Buy |
5
+2
| +67% | +$1.2K | 0.07% | 58 |
|
|
2021
Q1 | $2K | Sell |
3
-3
| -50% | -$2K | 0.05% | 93 |
|
|
2020
Q4 | $2K | Hold |
6
| – | – | 0.04% | 91 |
|
|
2020
Q3 | $2K | Sell |
6
-6,953
| -100% | -$2.32M | 0.04% | 96 |
|
|
2020
Q2 | $2.06M | Buy |
6,959
+6,958
| +695,800% | +$2.06M | 0.45% | 48 |
|
|
2020
Q1 | $1K | Hold |
1
| – | – | 0.02% | 98 |
|
|
2019
Q4 | $1K | Buy |
+1
| New | +$1K | 0.01% | 104 |
|
|
2019
Q3 | – | Sell |
-4,452
| Closed | -$1.16M | – | 305 |
|
|
2019
Q2 | $1.16M | Buy |
+4,452
| New | +$1.16M | 0.25% | 82 |
|
|
2019
Q1 | – | Sell |
-6,574
| Closed | -$1.3M | – | 271 |
|
|
2018
Q4 | $1.3M | Sell |
6,574
-1,262
| -16% | -$249K | 0.33% | 67 |
|
|
2018
Q3 | $1.78M | Sell |
7,836
-273
| -3% | -$62.1K | 0.38% | 68 |
|
|
2018
Q2 | $1.66M | Sell |
8,109
-52,125
| -87% | -$10.7M | 0.37% | 68 |
|
|
2018
Q1 | $10.4M | Buy |
60,234
+40,701
| +208% | +$7.06M | 1.54% | 7 |
|
|
2017
Q4 | $3.08M | Sell |
19,533
-555
| -3% | -$87.6K | 0.41% | 80 |
|
|
2017
Q3 | $2.86M | Sell |
20,088
-735
| -4% | -$104K | 0.35% | 86 |
|
|
2017
Q2 | $2.77M | Buy |
20,823
+20,822
| +2,082,200% | +$2.77M | 0.38% | 80 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 336 |
|
|
2016
Q4 | $1K | Sell |
1
-23
| -96% | -$23K | ﹤0.01% | 372 |
|
|
2016
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 297 |
|
|
2016
Q2 | $3K | Sell |
24
-4
| -14% | -$500 | ﹤0.01% | 272 |
|
|
2016
Q1 | $3K | Sell |
28
-228
| -89% | -$24.4K | ﹤0.01% | 644 |
|
|
2015
Q4 | $25K | Sell |
256
-98
| -28% | -$9.57K | ﹤0.01% | 492 |
|
|
2015
Q3 | $32K | Sell |
354
-31,521
| -99% | -$2.85M | ﹤0.01% | 440 |
|
|
2015
Q2 | $3.21M | Buy |
31,875
+2,766
| +10% | +$279K | 0.23% | 90 |
|
|
2015
Q1 | $2.82M | Buy |
29,109
+4,192
| +17% | +$407K | 0.2% | 97 |
|
|
2014
Q4 | $2.3M | Buy |
24,917
+24,870
| +52,915% | +$2.29M | 0.18% | 80 |
|
|
2014
Q3 | $5K | Sell |
47
-36,805
| -100% | -$3.92M | ﹤0.01% | 527 |
|
|
2014
Q2 | $2.97M | Buy |
36,852
+2,655
| +8% | +$214K | 0.26% | 55 |
|
|
2014
Q1 | $2.66M | Buy |
34,197
+3,286
| +11% | +$256K | 0.26% | 53 |
|
|
2013
Q4 | $2.36M | Buy |
30,911
+5,213
| +20% | +$398K | 0.26% | 54 |
|
|
2013
Q3 | $1.71M | Buy |
+25,698
| New | +$1.71M | 0.22% | 60 |
|