Apexium Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
809
+25
| +3% | +$19.7K | 0.03% | 160 |
|
|
2025
Q1 | $481K | Buy |
784
+389
| +98% | +$239K | 0.03% | 175 |
|
|
2024
Q4 | $248K | Buy |
+395
| New | +$248K | 0.02% | 231 |
|
|
2024
Q3 | – | Sell |
-305
| Closed | -$200K | – | 243 |
|
|
2024
Q2 | $200K | Sell |
305
-49
| -14% | -$32.2K | 0.01% | 219 |
|
|
2024
Q1 | $230K | Buy |
+354
| New | +$230K | 0.02% | 208 |
|