United Capital 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 | $36.2M | Sell |
45,940
-516
| -1% | -$406K | 0.29% | 76 |
|
|
2025
Q1 | $28.5M | Buy |
46,456
+621
| +1% | +$381K | 0.24% | 88 |
|
|
2024
Q4 | $28.8M | Sell |
45,835
-2,069
| -4% | -$1.3M | 0.24% | 86 |
|
|
2024
Q3 | $29.7M | Sell |
47,904
-1,359
| -3% | -$844K | 0.25% | 85 |
|
|
2024
Q2 | $32.4M | Sell |
49,263
-2,861
| -5% | -$1.88M | 0.28% | 72 |
|
|
2024
Q1 | $33.9M | Sell |
52,124
-3,576
| -6% | -$2.32M | 0.28% | 80 |
|
|
2023
Q4 | $34.8M | Sell |
55,700
-18,264
| -25% | -$11.4M | 0.29% | 78 |
|
|
2023
Q3 | $37.8M | Sell |
73,964
-7,625
| -9% | -$3.9M | 0.25% | 85 |
|
|
2023
Q2 | $37.4M | Buy |
81,589
+32
| +0% | +$14.7K | 0.2% | 97 |
|
|
2023
Q1 | $36.4M | Buy |
81,557
+4,254
| +6% | +$1.9M | 0.2% | 97 |
|
|
2022
Q4 | $30.1M | Buy |
77,303
+1,634
| +2% | +$636K | 0.17% | 125 |
|
|
2022
Q3 | $29.3M | Sell |
75,669
-507
| -0.7% | -$196K | 0.17% | 118 |
|
|
2022
Q2 | $29.4M | Buy |
76,176
+3,247
| +4% | +$1.25M | 0.16% | 129 |
|
|
2022
Q1 | $35.1M | Sell |
72,929
-509
| -0.7% | -$245K | 0.17% | 124 |
|
|
2021
Q4 | $47.2M | Sell |
73,438
-8,684
| -11% | -$5.59M | 0.22% | 101 |
|
|
2021
Q3 | $44.3M | Sell |
82,122
-5,602
| -6% | -$3.02M | 0.22% | 96 |
|
|
2021
Q2 | $43M | Sell |
87,724
-606
| -0.7% | -$297K | 0.22% | 99 |
|
|
2021
Q1 | $33.8M | Buy |
88,330
+5,722
| +7% | +$2.19M | 0.19% | 116 |
|
|
2020
Q4 | $31.4M | Buy |
82,608
+391
| +0.5% | +$149K | 0.19% | 119 |
|
|
2020
Q3 | $26.8M | Buy |
82,217
+73,026
| +795% | +$23.8M | 0.18% | 135 |
|
|
2020
Q2 | $2.72M | Buy |
9,191
+1,497
| +19% | +$443K | 0.02% | 454 |
|
|
2020
Q1 | $1.77M | Sell |
7,694
-1,785
| -19% | -$411K | 0.01% | 520 |
|
|
2019
Q4 | $2.48M | Sell |
9,479
-1,268
| -12% | -$332K | 0.02% | 559 |
|
|
2019
Q3 | $2.86M | Sell |
10,747
-7,284
| -40% | -$1.94M | 0.02% | 518 |
|
|
2019
Q2 | $4.71M | Buy |
18,031
+874
| +5% | +$228K | 0.03% | 432 |
|
|
2019
Q1 | $4.49M | Sell |
17,157
-279
| -2% | -$72.9K | 0.03% | 436 |
|
|
2018
Q4 | $3.43M | Sell |
17,436
-170
| -1% | -$33.5K | 0.03% | 446 |
|
|
2018
Q3 | $4M | Sell |
17,606
-585
| -3% | -$133K | 0.03% | 473 |
|
|
2018
Q2 | $3.72M | Sell |
18,191
-1,563
| -8% | -$319K | 0.03% | 469 |
|
|
2018
Q1 | $3.42M | Sell |
19,754
-463
| -2% | -$80.3K | 0.03% | 471 |
|
|
2017
Q4 | $3.21M | Sell |
20,217
-2,098
| -9% | -$333K | 0.03% | 488 |
|
|
2017
Q3 | $3.17M | Sell |
22,315
-22,335
| -50% | -$3.17M | 0.03% | 469 |
|
|
2017
Q2 | $5.93M | Buy |
44,650
+22,661
| +103% | +$3.01M | 0.05% | 351 |
|
|
2017
Q1 | $2.55M | Sell |
21,989
-590
| -3% | -$68.4K | 0.02% | 504 |
|
|
2016
Q4 | $2.59M | Buy |
22,579
+1,077
| +5% | +$123K | 0.03% | 508 |
|
|
2016
Q3 | $2.37M | Sell |
21,502
-3,602
| -14% | -$396K | 0.02% | 547 |
|
|
2016
Q2 | $2.81M | Buy |
25,104
+14,098
| +128% | +$1.58M | 0.03% | 479 |
|
|
2016
Q1 | $1.15M | Buy |
11,006
+165
| +2% | +$17.2K | 0.01% | 670 |
|
|
2015
Q4 | $1.05M | Sell |
10,841
-321
| -3% | -$31K | 0.01% | 685 |
|
|
2015
Q3 | $991K | Sell |
11,162
-14
| -0.1% | -$1.24K | 0.01% | 688 |
|
|
2015
Q2 | $1.13M | Sell |
11,176
-606
| -5% | -$61.1K | 0.01% | 705 |
|
|
2015
Q1 | $1.18M | Sell |
11,782
-2,164
| -16% | -$217K | 0.01% | 689 |
|
|
2014
Q4 | $1.29M | Buy |
13,946
+5,298
| +61% | +$489K | 0.02% | 587 |
|
|
2014
Q3 | $758K | Buy |
+8,648
| New | +$758K | 0.01% | 684 |
|