Accurate Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Buy |
1,285
+632
| +97% | +$474K | 0.15% | 153 |
|
|
2025
Q1 | $384K | Sell |
653
-1,324
| -67% | -$779K | 0.07% | 237 |
|
|
2024
Q4 | $1.23M | Buy |
1,977
+474
| +32% | +$296K | 0.24% | 103 |
|
|
2024
Q3 | $929K | Buy |
1,503
+366
| +32% | +$226K | 0.19% | 118 |
|
|
2024
Q2 | $746K | Buy |
1,137
+255
| +29% | +$167K | 0.18% | 122 |
|
|
2024
Q1 | $534K | Buy |
882
+39
| +5% | +$23.6K | 0.16% | 144 |
|
|
2023
Q4 | $513K | Sell |
843
-60
| -7% | -$36.5K | 0.16% | 132 |
|
|
2023
Q3 | $487K | Buy |
903
+363
| +67% | +$196K | 0.15% | 139 |
|
|
2023
Q2 | $261K | Buy |
+540
| New | +$261K | 0.08% | 218 |
|
|
2023
Q1 | – | Sell |
-266
| Closed | -$103K | – | 811 |
|
|
2022
Q4 | $103K | Buy |
+266
| New | +$103K | 0.04% | 308 |
|