AFT Forsyth & Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+267
| New | +$210K | 0.11% | 111 |
|
|
2025
Q1 | – | Sell |
-327
| Closed | -$206K | – | 127 |
|
|
2024
Q4 | $206K | Sell |
327
-96
| -23% | -$60.3K | 0.1% | 123 |
|
|
2024
Q3 | $263K | Sell |
423
-100
| -19% | -$62.1K | 0.13% | 115 |
|
|
2024
Q2 | $344K | Buy |
523
+35
| +7% | +$23K | 0.17% | 107 |
|
|
2024
Q1 | $317K | Sell |
488
-5
| -1% | -$3.25K | 0.18% | 108 |
|
|
2023
Q4 | $308K | Buy |
+493
| New | +$308K | 0.19% | 107 |
|
|
2022
Q1 | – | Sell |
-360
| Closed | -$232K | – | 151 |
|
|
2021
Q4 | $232K | Buy |
+360
| New | +$232K | 0.12% | 144 |
|