Valley National Advisers’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
61
+3
| +5% | +$2.36K | 0.01% | 384 |
|
|
2025
Q1 | $35K | Buy |
58
+14
| +32% | +$8.45K | 0.01% | 416 |
|
|
2024
Q4 | $27K | Sell |
44
-1
| -2% | -$614 | ﹤0.01% | 422 |
|
|
2024
Q3 | $27K | Sell |
45
-218
| -83% | -$131K | ﹤0.01% | 417 |
|
|
2024
Q2 | $173K | Sell |
263
-11
| -4% | -$7.24K | 0.03% | 240 |
|
|
2024
Q1 | $178K | Buy |
274
+15
| +6% | +$9.75K | 0.03% | 248 |
|
|
2023
Q4 | $161K | Buy |
259
+32
| +14% | +$19.9K | 0.03% | 257 |
|
|
2023
Q3 | $116K | Buy |
227
+76
| +50% | +$38.8K | 0.02% | 285 |
|
|
2023
Q2 | $70K | Buy |
151
+5
| +3% | +$2.32K | 0.01% | 348 |
|
|
2023
Q1 | $64K | Buy |
146
+32
| +28% | +$14K | 0.01% | 354 |
|
|
2022
Q4 | $45K | Hold |
114
| – | – | 0.01% | 391 |
|
|
2022
Q3 | $47K | Buy |
114
+24
| +27% | +$9.9K | 0.01% | 382 |
|
|
2022
Q2 | $37K | Sell |
90
-2
| -2% | -$822 | 0.01% | 390 |
|
|
2022
Q1 | $44K | Buy |
92
+17
| +23% | +$8.13K | 0.01% | 391 |
|
|
2021
Q4 | $48K | Buy |
75
+38
| +103% | +$24.3K | 0.01% | 371 |
|
|
2021
Q3 | $20K | Buy |
37
+15
| +68% | +$8.11K | ﹤0.01% | 490 |
|
|
2021
Q2 | $11K | Hold |
22
| – | – | ﹤0.01% | 565 |
|
|
2021
Q1 | $8K | Hold |
22
| – | – | ﹤0.01% | 571 |
|
|
2020
Q4 | $8K | Hold |
22
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $7K | Hold |
22
| – | – | ﹤0.01% | 517 |
|
|
2020
Q2 | $7K | Hold |
22
| – | – | ﹤0.01% | 516 |
|
|
2020
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 543 |
|
|
2019
Q4 | $6K | Hold |
22
| – | – | ﹤0.01% | 588 |
|
|
2019
Q3 | $6K | Hold |
22
| – | – | ﹤0.01% | 569 |
|
|
2019
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 534 |
|
|
2019
Q1 | $6K | Sell |
22
-32
| -59% | -$8.73K | ﹤0.01% | 535 |
|
|
2018
Q4 | $11K | Buy |
54
+32
| +145% | +$6.52K | ﹤0.01% | 440 |
|
|
2018
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 508 |
|
|
2018
Q2 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 500 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$6K | – | 639 |
|
|
2016
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 465 |
|
|
2016
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 437 |
|
|
2016
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 436 |
|
|
2016
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 442 |
|
|
2015
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 443 |
|
|
2015
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 460 |
|
|
2015
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 445 |
|