Aspiriant LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
367
-36
| -9% | -$28.4K | 0.01% | 260 |
|
|
2025
Q1 | $248K | Sell |
403
-216
| -35% | -$133K | 0.01% | 261 |
|
|
2024
Q4 | $389K | Buy |
+619
| New | +$389K | 0.01% | 211 |
|
|
2024
Q2 | – | Sell |
-404
| Closed | -$263K | – | 309 |
|
|
2024
Q1 | $263K | Buy |
404
+42
| +12% | +$27.3K | 0.01% | 273 |
|
|
2023
Q4 | $226K | Buy |
+362
| New | +$226K | 0.01% | 275 |
|