Alta Advisers’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
1,328
| – | – | 0.37% | 45 |
|
|
2025
Q1 | $815K | Buy |
1,328
+400
| +43% | +$246K | 0.35% | 58 |
|
|
2024
Q4 | $583K | Buy |
928
+128
| +16% | +$80.4K | 0.37% | 50 |
|
|
2024
Q3 | $497K | Hold |
800
| – | – | 0.23% | 50 |
|
|
2024
Q2 | $526K | Hold |
800
| – | – | 0.25% | 41 |
|
|
2024
Q1 | $520K | Hold |
800
| – | – | 0.26% | 42 |
|
|
2023
Q4 | $500K | Hold |
800
| – | – | 0.27% | 42 |
|
|
2023
Q3 | $409K | Hold |
800
| – | – | 0.24% | 45 |
|
|
2023
Q2 | $367K | Hold |
800
| – | – | 0.21% | 53 |
|
|
2023
Q1 | $357K | Hold |
800
| – | – | 0.21% | 56 |
|
|
2022
Q4 | $311K | Hold |
800
| – | – | 0.19% | 65 |
|
|
2022
Q3 | $310K | Buy |
+800
| New | +$310K | 0.2% | 56 |
|