Atria Wealth Solutions’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
1,469
-3,933
| -73% | -$3.09M | 0.03% | 588 |
|
|
2025
Q1 | $3.32M | Sell |
5,402
-839
| -13% | -$515K | 0.04% | 458 |
|
|
2024
Q4 | $3.92M | Buy |
6,241
+804
| +15% | +$505K | 0.04% | 422 |
|
|
2024
Q3 | $3.38M | Sell |
5,437
-82
| -1% | -$50.9K | 0.04% | 454 |
|
|
2024
Q2 | $3.63M | Sell |
5,519
-1,585
| -22% | -$1.04M | 0.04% | 423 |
|
|
2024
Q1 | $4.62M | Buy |
7,104
+369
| +5% | +$240K | 0.05% | 356 |
|
|
2023
Q4 | $4.21M | Sell |
6,735
-145
| -2% | -$90.6K | 0.05% | 358 |
|
|
2023
Q3 | $3.52M | Buy |
6,880
+272
| +4% | +$139K | 0.05% | 385 |
|
|
2023
Q2 | $3.03M | Buy |
6,608
+746
| +13% | +$342K | 0.04% | 439 |
|
|
2023
Q1 | $2.61M | Buy |
5,862
+474
| +9% | +$211K | 0.04% | 450 |
|
|
2022
Q4 | $2.1M | Buy |
5,388
+550
| +11% | +$214K | 0.03% | 497 |
|
|
2022
Q3 | $1.87M | Buy |
4,838
+2,337
| +93% | +$905K | 0.03% | 505 |
|
|
2022
Q2 | $964K | Sell |
2,501
-3,887
| -61% | -$1.5M | 0.02% | 690 |
|
|
2022
Q1 | $3.07M | Buy |
+6,388
| New | +$3.07M | 0.05% | 362 |
|