Alta Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
658
+167
| +34% | +$132K | 0.24% | 65 |
|
|
2025
Q1 | $302K | Buy |
491
+15
| +3% | +$9.22K | 0.14% | 113 |
|
|
2024
Q4 | $299K | Sell |
476
-706
| -60% | -$443K | 0.13% | 115 |
|
|
2024
Q3 | $734K | Buy |
1,182
+30
| +3% | +$18.6K | 0.34% | 64 |
|
|
2024
Q2 | $757K | Sell |
1,152
-23
| -2% | -$15.1K | 0.38% | 61 |
|
|
2024
Q1 | $764K | Sell |
1,175
-228
| -16% | -$148K | 0.39% | 61 |
|
|
2023
Q4 | $877K | Sell |
1,403
-95
| -6% | -$59.4K | 0.49% | 56 |
|
|
2023
Q3 | $766K | Buy |
1,498
+222
| +17% | +$113K | 0.47% | 64 |
|
|
2023
Q2 | $585K | Buy |
1,276
+14
| +1% | +$6.42K | 0.34% | 80 |
|
|
2023
Q1 | $563K | Sell |
1,262
-50
| -4% | -$22.3K | 0.36% | 82 |
|
|
2022
Q4 | $511K | Sell |
1,312
-37
| -3% | -$14.4K | 0.35% | 92 |
|
|
2022
Q3 | $522K | Buy |
1,349
+6
| +0.4% | +$2.32K | 0.37% | 81 |
|
|
2022
Q2 | $521K | Sell |
1,343
-15
| -1% | -$5.82K | 0.36% | 86 |
|
|
2022
Q1 | $653K | Buy |
1,358
+363
| +36% | +$175K | 0.39% | 81 |
|
|
2021
Q4 | $640K | Buy |
995
+4
| +0.4% | +$2.57K | 0.39% | 80 |
|
|
2021
Q3 | $535K | Sell |
991
-37
| -4% | -$20K | 0.39% | 91 |
|
|
2021
Q2 | $504K | Sell |
1,028
-50
| -5% | -$24.5K | 0.37% | 95 |
|
|
2021
Q1 | $413K | Hold |
1,078
| – | – | 0.35% | 99 |
|
|
2020
Q4 | $409K | Buy |
+1,078
| New | +$409K | 0.34% | 93 |
|