Act 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 | $996K | Hold |
1,265
| – | – | 0.42% | 20 |
|
|
2025
Q1 | $777K | Hold |
1,265
| – | – | 0.35% | 22 |
|
|
2024
Q4 | $795K | Hold |
1,265
| – | – | 0.37% | 19 |
|
|
2024
Q3 | $786K | Hold |
1,265
| – | – | 0.35% | 18 |
|
|
2024
Q2 | $831K | Hold |
1,265
| – | – | 0.41% | 18 |
|
|
2024
Q1 | $822K | Sell |
1,265
-50
| -4% | -$32.5K | 0.41% | 15 |
|
|
2023
Q4 | $822K | Sell |
1,315
-11
| -0.8% | -$6.88K | 0.44% | 16 |
|
|
2023
Q3 | $678K | Hold |
1,326
| – | – | 0.45% | 16 |
|
|
2023
Q2 | $608K | Sell |
1,326
-35
| -3% | -$16K | 0.34% | 18 |
|
|
2023
Q1 | $607K | Buy |
1,361
+11
| +0.8% | +$4.9K | 0.36% | 16 |
|
|
2022
Q4 | $525K | Hold |
1,350
| – | – | 0.33% | 18 |
|
|
2022
Q3 | $523K | Hold |
1,350
| – | – | 0.37% | 16 |
|
|
2022
Q2 | $520K | Hold |
1,350
| – | – | 0.34% | 16 |
|
|
2022
Q1 | $649K | Hold |
1,350
| – | – | 0.37% | 16 |
|
|
2021
Q4 | $868K | Sell |
1,350
-50
| -4% | -$32.1K | 0.5% | 13 |
|
|
2021
Q3 | $686K | Hold |
1,400
| – | – | 0.42% | 12 |
|
|
2021
Q2 | $686K | Hold |
1,400
| – | – | 0.42% | 12 |
|
|
2021
Q1 | $536K | Hold |
1,400
| – | – | 0.35% | 16 |
|
|
2020
Q4 | $532K | Buy |
+1,400
| New | +$532K | 0.34% | 15 |
|