West Paces 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 | – | Sell |
-72
| Closed | -$44.2K | – | 370 |
|
|
2025
Q1 | $44.2K | Hold |
72
| – | – | 0.01% | 243 |
|
|
2024
Q4 | $45.3K | Hold |
72
| – | – | 0.01% | 244 |
|
|
2024
Q3 | $44.7K | Hold |
72
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $47.3K | Hold |
72
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $46.8K | Sell |
72
-42
| -37% | -$27.3K | 0.01% | 239 |
|
|
2023
Q4 | $71.3K | Buy |
114
+7
| +7% | +$4.38K | 0.02% | 195 |
|
|
2023
Q3 | $54.7K | Hold |
107
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $49K | Hold |
107
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $47.7K | Buy |
107
+7
| +7% | +$3.12K | 0.01% | 227 |
|
|
2022
Q4 | $38.9K | Hold |
100
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $38.7K | Hold |
100
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $38.5K | Hold |
100
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $48.1K | Hold |
100
| – | – | 0.02% | 230 |
|
|
2021
Q4 | $64.3K | Hold |
100
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $54K | Hold |
100
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $49K | Sell |
100
-30
| -23% | -$14.7K | 0.02% | 204 |
|
|
2021
Q1 | $49.8K | Hold |
130
| – | – | 0.02% | 193 |
|
|
2020
Q4 | $49.4K | Hold |
130
| – | – | 0.02% | 187 |
|
|
2020
Q3 | $42.4K | Hold |
130
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $38.5K | Hold |
130
| – | – | 0.02% | 193 |
|
|
2020
Q1 | $29.9K | Sell |
130
-30
| -19% | -$6.9K | 0.02% | 204 |
|
|
2019
Q4 | $41.9K | Hold |
160
| – | – | 0.02% | 208 |
|
|
2019
Q3 | $42.6K | Hold |
160
| – | – | 0.03% | 194 |
|
|
2019
Q2 | $41.8K | Hold |
160
| – | – | 0.03% | 186 |
|
|
2019
Q1 | $41.8K | Hold |
160
| – | – | 0.03% | 191 |
|
|
2018
Q4 | $31.5K | Hold |
160
| – | – | 0.02% | 209 |
|
|
2018
Q3 | $36.4K | Hold |
160
| – | – | 0.03% | 209 |
|
|
2018
Q2 | $32.7K | Hold |
160
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $27.7K | Hold |
160
| – | – | 0.02% | 218 |
|
|
2017
Q4 | $25.2K | Hold |
160
| – | – | 0.02% | 238 |
|
|
2017
Q3 | $22.7K | Hold |
160
| – | – | 0.02% | 247 |
|
|
2017
Q2 | $21.3K | Hold |
160
| – | – | 0.02% | 241 |
|
|
2017
Q1 | $18.6K | Sell |
160
-28
| -15% | -$3.25K | 0.01% | 258 |
|
|
2016
Q4 | $21.5K | Buy |
+188
| New | +$21.5K | 0.02% | 253 |
|