Annis Gardner Whiting Capital 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 | $676K | Buy |
858
+109
| +15% | +$85.9K | 0.23% | 92 |
|
|
2025
Q1 | $460K | Sell |
749
-4
| -0.5% | -$2.46K | 0.19% | 110 |
|
|
2024
Q4 | $473K | Buy |
753
+15
| +2% | +$9.43K | 0.13% | 137 |
|
|
2024
Q3 | $458K | Sell |
738
-107
| -13% | -$66.4K | 0.13% | 136 |
|
|
2024
Q2 | $555K | Buy |
845
+34
| +4% | +$22.3K | 0.16% | 113 |
|
|
2024
Q1 | $527K | Buy |
811
+114
| +16% | +$74.1K | 0.19% | 101 |
|
|
2023
Q4 | $436K | Sell |
697
-44
| -6% | -$27.5K | 0.19% | 98 |
|
|
2023
Q3 | $379K | Buy |
+741
| New | +$379K | 0.2% | 93 |
|