Angeles Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Buy |
870
+264
| +44% | +$208K | 0.05% | 146 |
|
|
2025
Q1 | $372K | Buy |
606
+163
| +37% | +$100K | 0.03% | 171 |
|
|
2024
Q4 | $278K | Buy |
443
+52
| +13% | +$32.7K | 0.02% | 231 |
|
|
2024
Q3 | $243K | Buy |
391
+5
| +1% | +$3.11K | 0.02% | 237 |
|
|
2024
Q2 | $254K | Hold |
386
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $251K | Buy |
+386
| New | +$251K | 0.03% | 188 |
|
|
2022
Q2 | – | Sell |
-460
| Closed | -$221K | – | 205 |
|
|
2022
Q1 | $221K | Buy |
+460
| New | +$221K | 0.04% | 154 |
|