Altium Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$1.52M Buy
3,953
+391
+11% +$151K 0.11% 112
2022
Q1
$1.71M Buy
3,562
+1,303
+58% +$627K 0.11% 102
2021
Q4
$1.45M Buy
2,259
+146
+7% +$93.9K 0.09% 112
2021
Q3
$1.14M Buy
2,113
+105
+5% +$56.6K 0.08% 119
2021
Q2
$984K Buy
2,008
+87
+5% +$42.6K 0.07% 133
2021
Q1
$736K Buy
1,921
+76
+4% +$29.1K 0.06% 156
2020
Q4
$701K Buy
1,845
+82
+5% +$31.2K 0.06% 137
2020
Q3
$575K Buy
1,763
+32
+2% +$10.4K 0.06% 142
2020
Q2
$513K Buy
1,731
+49
+3% +$14.5K 0.06% 153
2020
Q1
$387K Buy
1,682
+103
+7% +$23.7K 0.05% 168
2019
Q4
$414K Sell
1,579
-71
-4% -$18.6K 0.05% 183
2019
Q3
$439K Buy
1,650
+44
+3% +$11.7K 0.06% 173
2019
Q2
$420K Sell
1,606
-15
-0.9% -$3.92K 0.06% 180
2019
Q1
$424K Buy
1,621
+34
+2% +$8.89K 0.07% 179
2018
Q4
$312K Buy
1,587
+33
+2% +$6.49K 0.06% 200
2018
Q3
$353K Sell
1,554
-229
-13% -$52K 0.07% 198
2018
Q2
$364K Buy
+1,783
New +$364K 0.1% 154