Accretive Wealth 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 | $1.61M | Buy |
2,049
+18
| +0.9% | +$14.2K | 0.53% | 60 |
|
|
2025
Q1 | $1.27M | Buy |
2,031
+180
| +10% | +$113K | 0.45% | 70 |
|
|
2024
Q4 | $1.16M | Sell |
1,851
-2
| -0.1% | -$1.26K | 0.49% | 68 |
|
|
2024
Q3 | $1.15M | Sell |
1,853
-17
| -0.9% | -$10.6K | 0.48% | 71 |
|
|
2024
Q2 | $1.23M | Buy |
1,870
+1
| +0.1% | +$657 | 0.51% | 65 |
|
|
2024
Q1 | $1.18M | Hold |
1,869
| – | – | 0.52% | 61 |
|
|
2023
Q4 | $1.17M | Buy |
1,869
+4
| +0.2% | +$2.5K | 0.56% | 62 |
|
|
2023
Q3 | $953K | Buy |
1,865
+23
| +1% | +$11.7K | 0.57% | 59 |
|
|
2023
Q2 | $844K | Buy |
1,842
+92
| +5% | +$42.2K | 0.5% | 68 |
|
|
2023
Q1 | $780K | Buy |
1,750
+70
| +4% | +$31.2K | 0.5% | 66 |
|
|
2022
Q4 | $654K | Buy |
1,680
+65
| +4% | +$25.3K | 0.45% | 72 |
|
|
2022
Q3 | $626K | Buy |
1,615
+26
| +2% | +$10.1K | 0.48% | 69 |
|
|
2022
Q2 | $612K | Sell |
1,589
-47
| -3% | -$18.1K | 0.44% | 76 |
|
|
2022
Q1 | $787K | Buy |
1,636
+34
| +2% | +$16.4K | 0.49% | 74 |
|
|
2021
Q4 | $1.03M | Sell |
1,602
-749
| -32% | -$482K | 0.66% | 57 |
|
|
2021
Q3 | $1.27M | Buy |
2,351
+37
| +2% | +$20K | 0.89% | 36 |
|
|
2021
Q2 | $1.13M | Buy |
2,314
+462
| +25% | +$226K | 0.82% | 45 |
|
|
2021
Q1 | $709K | Buy |
1,852
+208
| +13% | +$79.6K | 0.64% | 68 |
|
|
2020
Q4 | $624K | Buy |
+1,644
| New | +$624K | 0.62% | 67 |
|