Verdence Capital 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 | $822K | Buy |
1,044
+21
| +2% | +$16.5K | 0.06% | 292 |
|
|
2025
Q1 | $628K | Sell |
1,023
-226
| -18% | -$139K | 0.05% | 321 |
|
|
2024
Q4 | $785K | Sell |
1,249
-27
| -2% | -$17K | 0.06% | 282 |
|
|
2024
Q3 | $792K | Sell |
1,276
-1
| -0.1% | -$621 | 0.06% | 294 |
|
|
2024
Q2 | $839K | Sell |
1,277
-100
| -7% | -$65.7K | 0.07% | 264 |
|
|
2024
Q1 | $895K | Sell |
1,377
-11
| -0.8% | -$7.15K | 0.08% | 247 |
|
|
2023
Q4 | $867K | Sell |
1,388
-11
| -0.8% | -$6.87K | 0.08% | 239 |
|
|
2023
Q3 | $715K | Sell |
1,399
-162
| -10% | -$82.7K | 0.08% | 263 |
|
|
2023
Q2 | $715K | Sell |
1,561
-295
| -16% | -$135K | 0.08% | 249 |
|
|
2023
Q1 | $827K | Buy |
1,856
+43
| +2% | +$19.2K | 0.1% | 225 |
|
|
2022
Q4 | $706K | Sell |
1,813
-1
| -0.1% | -$389 | 0.09% | 226 |
|
|
2022
Q3 | $703K | Buy |
1,814
+286
| +19% | +$111K | 0.1% | 212 |
|
|
2022
Q2 | $589K | Buy |
1,528
+21
| +1% | +$8.1K | 0.08% | 262 |
|
|
2022
Q1 | $725K | Buy |
1,507
+5
| +0.3% | +$2.41K | 0.08% | 238 |
|
|
2021
Q4 | $966K | Sell |
1,502
-8
| -0.5% | -$5.15K | 0.11% | 184 |
|
|
2021
Q3 | $815K | Sell |
1,510
-4
| -0.3% | -$2.16K | 0.11% | 199 |
|
|
2021
Q2 | $742K | Buy |
1,514
+321
| +27% | +$157K | 0.1% | 203 |
|
|
2021
Q1 | $457K | Hold |
1,193
| – | – | 0.08% | 242 |
|
|
2020
Q4 | $453K | Hold |
1,193
| – | – | 0.09% | 223 |
|
|
2020
Q3 | $389K | Sell |
1,193
-3
| -0.3% | -$978 | 0.09% | 221 |
|
|
2020
Q2 | $354K | Buy |
1,196
+3
| +0.3% | +$888 | 0.09% | 221 |
|
|
2020
Q1 | $274K | Buy |
1,193
+17
| +1% | +$3.9K | 0.08% | 219 |
|
|
2019
Q4 | $308K | Sell |
1,176
-7
| -0.6% | -$1.83K | 0.08% | 228 |
|
|
2019
Q3 | $315K | Sell |
1,183
-7
| -0.6% | -$1.86K | 0.09% | 224 |
|
|
2019
Q2 | $311K | Sell |
1,190
-31
| -3% | -$8.1K | 0.09% | 218 |
|
|
2019
Q1 | $319K | Buy |
1,221
+34
| +3% | +$8.88K | 0.09% | 197 |
|
|
2018
Q4 | $234K | Sell |
1,187
-80
| -6% | -$15.8K | 0.07% | 213 |
|
|
2018
Q3 | $288K | Sell |
1,267
-319
| -20% | -$72.5K | 0.07% | 211 |
|
|
2018
Q2 | $324K | Sell |
1,586
-344
| -18% | -$70.3K | 0.08% | 206 |
|
|
2018
Q1 | $335K | Buy |
1,930
+118
| +7% | +$20.5K | 0.08% | 209 |
|
|
2017
Q4 | $286K | Buy |
+1,812
| New | +$286K | 0.07% | 215 |
|