Atticus 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 | $579K | Buy |
735
+33
| +5% | +$26K | 0.16% | 82 |
|
|
2025
Q1 | $431K | Buy |
702
+140
| +25% | +$86K | 0.14% | 81 |
|
|
2024
Q4 | $353K | Buy |
562
+39
| +7% | +$24.5K | 0.11% | 85 |
|
|
2024
Q3 | $325K | Buy |
523
+15
| +3% | +$9.32K | 0.1% | 93 |
|
|
2024
Q2 | $334K | Sell |
508
-48
| -9% | -$31.5K | 0.11% | 84 |
|
|
2024
Q1 | $362K | Buy |
556
+132
| +31% | +$85.9K | 0.12% | 83 |
|
|
2023
Q4 | $265K | Buy |
424
+3
| +0.7% | +$1.88K | 0.09% | 106 |
|
|
2023
Q3 | $215K | Sell |
421
-9
| -2% | -$4.6K | 0.08% | 121 |
|
|
2023
Q2 | $197K | Sell |
430
-5
| -1% | -$2.29K | 0.07% | 135 |
|
|
2023
Q1 | $194K | Buy |
435
+140
| +47% | +$62.5K | 0.07% | 133 |
|
|
2022
Q4 | $115K | Sell |
295
-100
| -25% | -$38.9K | 0.05% | 170 |
|
|
2022
Q3 | $152K | Hold |
395
| – | – | 0.07% | 132 |
|
|
2022
Q2 | $152K | Buy |
395
+133
| +51% | +$51.2K | 0.06% | 148 |
|
|
2022
Q1 | $126K | Sell |
262
-10
| -4% | -$4.81K | 0.05% | 179 |
|
|
2021
Q4 | $175K | Sell |
272
-95
| -26% | -$61.1K | 0.07% | 132 |
|
|
2021
Q3 | $198K | Sell |
367
-31
| -8% | -$16.7K | 0.09% | 103 |
|
|
2021
Q2 | $195K | Hold |
398
| – | – | 0.08% | 117 |
|
|
2021
Q1 | $152K | Hold |
398
| – | – | 0.07% | 128 |
|
|
2020
Q4 | $151K | Hold |
398
| – | – | 0.08% | 122 |
|
|
2020
Q3 | $130K | Hold |
398
| – | – | 0.08% | 113 |
|
|
2020
Q2 | $118K | Buy |
398
+4
| +1% | +$1.19K | 0.08% | 112 |
|
|
2020
Q1 | $91K | Sell |
394
-18
| -4% | -$4.16K | 0.07% | 122 |
|
|
2019
Q4 | $108K | Buy |
+412
| New | +$108K | 0.07% | 125 |
|