Arete Wealth 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 | $1.48M | Buy |
1,872
+891
| +91% | +$702K | 0.1% | 192 |
|
|
2025
Q1 | $602K | Buy |
981
+47
| +5% | +$28.8K | 0.05% | 339 |
|
|
2024
Q4 | $587K | Buy |
934
+394
| +73% | +$248K | 0.04% | 364 |
|
|
2024
Q3 | $334K | Buy |
540
+90
| +20% | +$55.7K | 0.03% | 489 |
|
|
2024
Q2 | $296K | Buy |
+450
| New | +$296K | 0.02% | 528 |
|
|
2024
Q1 | – | Sell |
-411
| Closed | -$257K | – | 533 |
|
|
2023
Q4 | $257K | Sell |
411
-11
| -3% | -$6.88K | 0.02% | 592 |
|
|
2023
Q3 | $216K | Buy |
+422
| New | +$216K | 0.04% | 419 |
|