3Chopt Investment Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
682
+95
| +16% | +$74.8K | 0.13% | 130 |
|
|
2025
Q1 | $360K | Buy |
+587
| New | +$360K | 0.09% | 160 |
|
|
2024
Q3 | – | Sell |
-529
| Closed | -$348K | – | 120 |
|
|
2024
Q2 | $348K | Buy |
+529
| New | +$348K | 0.11% | 149 |
|
|
2024
Q1 | – | Sell |
-498
| Closed | -$311K | – | 111 |
|
|
2023
Q4 | $311K | Buy |
+498
| New | +$311K | 0.11% | 140 |
|