Vestmark Advisory Solutions’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.97M | Buy |
6,304
+1,924
| +44% | +$1.52M | 0.07% | 201 |
|
2025
Q1 | $2.69M | Sell |
4,380
-3,029
| -41% | -$1.86M | 0.07% | 288 |
|
2024
Q4 | $4.66M | Buy |
7,409
+1,308
| +21% | +$822K | 0.16% | 136 |
|
2024
Q3 | $3.79M | Buy |
6,101
+264
| +5% | +$164K | 0.14% | 149 |
|
2024
Q2 | $3.84M | Buy |
5,837
+2
| +0% | +$1.31K | 0.16% | 143 |
|
2024
Q1 | $3.79M | Sell |
5,835
-213
| -4% | -$138K | 0.16% | 148 |
|
2023
Q4 | $3.78M | Sell |
6,048
-802
| -12% | -$501K | 0.19% | 129 |
|
2023
Q3 | $3.5M | Sell |
6,850
-6,742
| -50% | -$3.44M | 0.25% | 91 |
|
2023
Q2 | $6.23M | Buy |
13,592
+1,219
| +10% | +$559K | 0.24% | 105 |
|
2023
Q1 | $5.52M | Buy |
12,373
+628
| +5% | +$280K | 0.24% | 112 |
|
2022
Q4 | $4.57M | Buy |
11,745
+696
| +6% | +$271K | 0.22% | 120 |
|
2022
Q3 | $4.28M | Buy |
11,049
+1,902
| +21% | +$737K | 0.24% | 110 |
|
2022
Q2 | $3.53M | Buy |
9,147
+3,039
| +50% | +$1.17M | 0.2% | 125 |
|
2022
Q1 | $2.94M | Buy |
6,108
+457
| +8% | +$220K | 0.17% | 152 |
|
2021
Q4 | $3.64M | Buy |
5,651
+347
| +7% | +$223K | 0.21% | 107 |
|
2021
Q3 | $2.86M | Buy |
5,304
+255
| +5% | +$138K | 0.19% | 127 |
|
2021
Q2 | $2.48M | Buy |
5,049
+27
| +0.5% | +$13.2K | 0.18% | 139 |
|
2021
Q1 | $1.92M | Buy |
5,022
+3,157
| +169% | +$1.21M | 0.17% | 164 |
|
2020
Q4 | $709K | Sell |
1,865
-141
| -7% | -$53.6K | 0.08% | 291 |
|
2020
Q3 | $654K | Buy |
2,006
+432
| +27% | +$141K | 0.09% | 279 |
|
2020
Q2 | $466K | Buy |
1,574
+253
| +19% | +$74.9K | 0.07% | 317 |
|
2020
Q1 | $304K | Buy |
+1,321
| New | +$304K | 0.06% | 361 |
|
2019
Q4 | – | Sell |
-1,209
| Closed | -$322K | – | 388 |
|
2019
Q3 | $322K | Buy |
1,209
+435
| +56% | +$116K | 0.05% | 395 |
|
2019
Q2 | $202K | Sell |
774
-210
| -21% | -$54.8K | 0.03% | 531 |
|
2019
Q1 | $257K | Buy |
+984
| New | +$257K | 0.05% | 437 |
|