Wealthspire Advisors (New York)’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
2,348
+283
| +14% | +$223K | 0.01% | 289 |
|
|
2025
Q1 | $1.27M | Sell |
2,065
-212
| -9% | -$130K | 0.01% | 341 |
|
|
2024
Q4 | $1.43M | Buy |
2,277
+102
| +5% | +$64.1K | 0.01% | 300 |
|
|
2024
Q3 | $1.35M | Sell |
2,175
-35
| -2% | -$21.7K | 0.01% | 318 |
|
|
2024
Q2 | $1.45M | Sell |
2,210
-138
| -6% | -$90.7K | 0.02% | 251 |
|
|
2024
Q1 | $1.53M | Sell |
2,348
-128
| -5% | -$83.2K | 0.02% | 241 |
|
|
2023
Q4 | $1.55M | Buy |
2,476
+79
| +3% | +$49.4K | 0.02% | 237 |
|
|
2023
Q3 | $1.22M | Buy |
2,397
+1,429
| +148% | +$730K | 0.02% | 250 |
|
|
2023
Q2 | $444K | Buy |
968
+42
| +5% | +$19.2K | 0.01% | 387 |
|
|
2023
Q1 | $413K | Buy |
+926
| New | +$413K | 0.01% | 384 |
|
|
2022
Q4 | – | Sell |
-840
| Closed | -$325K | – | 595 |
|
|
2022
Q3 | $325K | Sell |
840
-87
| -9% | -$33.7K | 0.01% | 401 |
|
|
2022
Q2 | $357K | Buy |
927
+21
| +2% | +$8.09K | 0.01% | 366 |
|
|
2022
Q1 | $436K | Sell |
906
-662
| -42% | -$319K | 0.01% | 290 |
|
|
2021
Q4 | $1.01M | Sell |
1,568
-139
| -8% | -$89.4K | 0.02% | 223 |
|
|
2021
Q3 | $921K | Buy |
1,707
+780
| +84% | +$421K | 0.02% | 260 |
|
|
2021
Q2 | $454K | Sell |
927
-2,885
| -76% | -$1.41M | 0.01% | 236 |
|
|
2021
Q1 | $1.46M | Buy |
3,812
+558
| +17% | +$214K | 0.03% | 212 |
|
|
2020
Q4 | $1.24M | Buy |
3,254
+1,488
| +84% | +$565K | 0.04% | 182 |
|
|
2020
Q3 | $576K | Buy |
1,766
+66
| +4% | +$21.5K | 0.03% | 164 |
|
|
2020
Q2 | $504K | Sell |
1,700
-2,386
| -58% | -$707K | 0.04% | 153 |
|
|
2020
Q1 | $940K | Buy |
4,086
+3,268
| +400% | +$752K | 0.04% | 207 |
|
|
2019
Q4 | $214K | Buy |
+818
| New | +$214K | 0.02% | 193 |
|
|
2019
Q1 | – | Sell |
-1,006
| Closed | -$198K | – | 408 |
|
|
2018
Q4 | $198K | Buy |
+1,006
| New | +$198K | 0.02% | 67 |
|