Alta Wealth Advisors’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
$560K Buy
2025
Q2
$519K Buy
2025
Q1
$302K Buy
2024
Q4
$299K Sell
2024
Q3
$734K Buy
2024
Q2
$757K Sell
2024
Q1
$764K Sell
2023
Q4
$877K Sell
2023
Q3
$766K Buy
2023
Q2
$585K Buy
2023
Q1
$563K Sell
2022
Q4
$511K Sell
2022
Q3
$522K Buy
2022
Q2
$521K Sell
2022
Q1
$653K Buy
2021
Q4
$640K Buy
2021
Q3
$535K Sell
2021
Q2
$504K Sell
2021
Q1
$413K Hold
2020
Q4
$409K Buy