Valeo 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 | $2.07M | Buy |
2,629
+191
| +8% | +$150K | 0.05% | 164 |
|
|
2025
Q1 | $1.5M | Buy |
2,438
+73
| +3% | +$44.8K | 0.04% | 194 |
|
|
2024
Q4 | $1.49M | Sell |
2,365
-70
| -3% | -$44K | 0.04% | 184 |
|
|
2024
Q3 | $1.51M | Buy |
2,435
+144
| +6% | +$89.4K | 0.04% | 191 |
|
|
2024
Q2 | $1.51M | Sell |
2,291
-18
| -0.8% | -$11.8K | 0.05% | 180 |
|
|
2024
Q1 | $1.47M | Sell |
2,309
-64
| -3% | -$40.7K | 0.05% | 182 |
|
|
2023
Q4 | $1.48M | Buy |
2,373
+368
| +18% | +$230K | 0.06% | 173 |
|
|
2023
Q3 | $1.02M | Buy |
2,005
+147
| +8% | +$75.1K | 0.05% | 204 |
|
|
2023
Q2 | $851K | Buy |
1,858
+69
| +4% | +$31.6K | 0.04% | 224 |
|
|
2023
Q1 | $798K | Buy |
1,789
+157
| +10% | +$70K | 0.04% | 249 |
|
|
2022
Q4 | $635K | Buy |
1,632
+1,043
| +177% | +$406K | 0.03% | 244 |
|
|
2022
Q3 | $228K | Buy |
589
+12
| +2% | +$4.65K | 0.01% | 406 |
|
|
2022
Q2 | $222K | Sell |
577
-186
| -24% | -$71.6K | 0.01% | 417 |
|
|
2022
Q1 | $367K | Buy |
763
+108
| +16% | +$51.9K | 0.02% | 380 |
|
|
2021
Q4 | $421K | Buy |
655
+93
| +17% | +$59.8K | 0.02% | 337 |
|
|
2021
Q3 | $303K | Buy |
+562
| New | +$303K | 0.02% | 378 |
|
|
2021
Q2 | – | Sell |
-6,382
| Closed | -$2.45M | – | 1069 |
|
|
2021
Q1 | $2.45M | Buy |
6,382
+5
| +0.1% | +$1.92K | 0.11% | 101 |
|
|
2020
Q4 | $2.42M | Buy |
6,377
+6,097
| +2,178% | +$2.32M | 0.12% | 93 |
|
|
2020
Q3 | $91K | Sell |
280
-120
| -30% | -$39K | 0.01% | 480 |
|
|
2020
Q2 | $118K | Buy |
400
+67
| +20% | +$19.8K | 0.01% | 443 |
|
|
2020
Q1 | $83K | Buy |
333
+2
| +0.6% | +$498 | 0.01% | 456 |
|
|
2019
Q4 | $87K | Buy |
331
+190
| +135% | +$49.9K | 0.01% | 491 |
|
|
2019
Q3 | $37K | Buy |
141
+8
| +6% | +$2.1K | ﹤0.01% | 682 |
|
|
2019
Q2 | $35K | Hold |
133
| – | – | ﹤0.01% | 691 |
|
|
2019
Q1 | $35K | Hold |
133
| – | – | ﹤0.01% | 637 |
|
|
2018
Q4 | $26K | Hold |
133
| – | – | ﹤0.01% | 627 |
|
|
2018
Q3 | $27K | Hold |
133
| – | – | ﹤0.01% | 671 |
|
|
2018
Q2 | $28K | Sell |
133
-32
| -19% | -$6.74K | ﹤0.01% | 667 |
|
|
2018
Q1 | $29K | Hold |
165
| – | – | ﹤0.01% | 618 |
|
|
2017
Q4 | $26K | Buy |
165
+69
| +72% | +$10.9K | ﹤0.01% | 610 |
|
|
2017
Q3 | $14K | Buy |
+96
| New | +$14K | ﹤0.01% | 626 |
|