Ulland 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 | $596K | Sell |
757
-10
| -1% | -$7.87K | 0.46% | 38 |
|
|
2025
Q1 | $471K | Hold |
767
| – | – | 0.39% | 40 |
|
|
2024
Q4 | $482K | Sell |
767
-120
| -14% | -$75.4K | 0.31% | 40 |
|
|
2024
Q3 | $551K | Hold |
887
| – | – | 0.4% | 36 |
|
|
2024
Q2 | $583K | Hold |
887
| – | – | 0.41% | 35 |
|
|
2024
Q1 | $577K | Buy |
887
+89
| +11% | +$57.9K | 0.46% | 34 |
|
|
2023
Q4 | $499K | Sell |
798
-92
| -10% | -$57.5K | 0.5% | 34 |
|
|
2023
Q3 | $455K | Sell |
890
-181
| -17% | -$92.5K | 0.5% | 33 |
|
|
2023
Q2 | $491K | Sell |
1,071
-25
| -2% | -$11.5K | 0.5% | 37 |
|
|
2023
Q1 | $489K | Sell |
1,096
-59
| -5% | -$26.3K | 0.57% | 34 |
|
|
2022
Q4 | $450K | Sell |
1,155
-480
| -29% | -$187K | 0.54% | 39 |
|
|
2022
Q3 | $633K | Sell |
1,635
-125
| -7% | -$48.4K | 0.69% | 36 |
|
|
2022
Q2 | $678K | Sell |
1,760
-873
| -33% | -$336K | 0.69% | 39 |
|
|
2022
Q1 | $1.27M | Buy |
2,633
+75
| +3% | +$36.1K | 0.95% | 29 |
|
|
2021
Q4 | $1.65M | Buy |
+2,558
| New | +$1.65M | 1.05% | 26 |
|