Aprio 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 | $658K | Buy |
836
+271
| +48% | +$213K | 0.07% | 156 |
|
|
2025
Q1 | $347K | Buy |
565
+56
| +11% | +$34.4K | 0.04% | 241 |
|
|
2024
Q4 | $320K | Buy |
509
+57
| +13% | +$35.9K | 0.05% | 198 |
|
|
2024
Q3 | $281K | Buy |
452
+6
| +1% | +$3.73K | 0.04% | 210 |
|
|
2024
Q2 | $293K | Buy |
446
+6
| +1% | +$3.94K | 0.05% | 170 |
|
|
2024
Q1 | $286K | Buy |
440
+92
| +26% | +$59.8K | 0.06% | 163 |
|
|
2023
Q4 | $218K | Buy |
+348
| New | +$218K | 0.05% | 175 |
|
|
2022
Q1 | – | Sell |
-314
| Closed | -$202K | – | 89 |
|
|
2021
Q4 | $202K | Buy |
+314
| New | +$202K | 0.08% | 73 |
|