Alpha Omega Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $541K | Sell |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $497K | Hold |
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|
2024
Q4 | $508K | Hold |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $521K | Hold |
|
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $386K | Hold |
|
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $427K | Hold |
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $351K | Hold |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $274K | Sell |
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|
2019
Q3 | $279K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $32K | Hold |
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|
2017
Q3 | $28K | Sell |
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|
2017
Q2 | $53K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $46K | Buy |
|