Alpha Family Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
2,150
+485
| +29% | +$382K | 0.84% | 18 |
|
|
2025
Q1 | $1.02M | Buy |
1,665
+415
| +33% | +$255K | 0.6% | 32 |
|
|
2024
Q4 | $786K | Buy |
1,250
+345
| +38% | +$217K | 0.44% | 35 |
|
|
2024
Q3 | $562K | Hold |
905
| – | – | 0.31% | 56 |
|
|
2024
Q2 | $595K | Hold |
905
| – | – | 0.35% | 55 |
|
|
2024
Q1 | $588K | Hold |
905
| – | – | 0.36% | 53 |
|
|
2023
Q4 | $566K | Hold |
905
| – | – | 0.38% | 48 |
|
|
2023
Q3 | $462K | Hold |
905
| – | – | 0.35% | 57 |
|
|
2023
Q2 | $415K | Hold |
905
| – | – | 0.29% | 59 |
|
|
2023
Q1 | $403K | Buy |
905
+370
| +69% | +$165K | 0.32% | 59 |
|
|
2022
Q4 | $208K | Buy |
+535
| New | +$208K | 0.19% | 112 |
|