USA Financial Formulas’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$15.7K | – | 329 |
|
|
2024
Q4 | $15.7K | Buy |
25
+1
| +4% | +$629 | ﹤0.01% | 280 |
|
|
2024
Q3 | $14.9K | Sell |
24
-2,074
| -99% | -$1.29M | ﹤0.01% | 255 |
|
|
2024
Q2 | $1.38M | Sell |
2,098
-1,114
| -35% | -$732K | 0.22% | 31 |
|
|
2024
Q1 | $2.09M | Sell |
3,212
-1,306
| -29% | -$849K | 0.34% | 15 |
|
|
2023
Q4 | $2.82M | Buy |
4,518
+3,888
| +617% | +$2.43M | 0.49% | 15 |
|
|
2023
Q3 | $322K | Buy |
630
+626
| +15,650% | +$320K | 0.48% | 59 |
|
|
2023
Q2 | $1.83K | Hold |
4
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $1.78K | Buy |
+4
| New | +$1.78K | ﹤0.01% | 230 |
|
|
2022
Q3 | $2K | Sell |
6
-9
| -60% | -$3K | ﹤0.01% | 180 |
|
|
2022
Q2 | $6K | Buy |
15
+1
| +7% | +$400 | 0.01% | 150 |
|
|
2022
Q1 | $7K | Sell |
14
-4,720
| -100% | -$2.36M | 0.01% | 167 |
|
|
2021
Q4 | $3.05M | Buy |
4,734
+1,020
| +27% | +$656K | 2.61% | 4 |
|
|
2021
Q3 | $2M | Buy |
3,714
+1,289
| +53% | +$696K | 1.79% | 3 |
|
|
2021
Q2 | $1.19M | Buy |
2,425
+2,421
| +60,525% | +$1.19M | 1% | 25 |
|
|
2021
Q1 | $2K | Sell |
4
-2,089
| -100% | -$1.04M | ﹤0.01% | 267 |
|
|
2020
Q4 | $795K | Buy |
2,093
+2,080
| +16,000% | +$790K | 0.63% | 73 |
|
|
2020
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 183 |
|
|
2020
Q2 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 101 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | -$2K | – | 263 |
|
|
2019
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 203 |
|
|
2017
Q3 | – | Sell |
-3,527
| Closed | -$468K | – | 291 |
|
|
2017
Q2 | $468K | Buy |
+3,527
| New | +$468K | 0.11% | 175 |
|