Atwood & Palmer’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.8K | Hold |
67
| – | – | ﹤0.01% | 238 |
|
|
2025
Q1 | $41.1K | Hold |
67
| – | – | ﹤0.01% | 234 |
|
|
2024
Q4 | $42.1K | Hold |
67
| – | – | ﹤0.01% | 232 |
|
|
2024
Q3 | $41.6K | Hold |
67
| – | – | ﹤0.01% | 232 |
|
|
2024
Q2 | $44K | Sell |
67
-2
| -3% | -$1.31K | ﹤0.01% | 232 |
|
|
2024
Q1 | $44.9K | Buy |
69
+2
| +3% | +$1.3K | ﹤0.01% | 217 |
|
|
2023
Q4 | $41.9K | Buy |
67
+2
| +3% | +$1.25K | ﹤0.01% | 228 |
|
|
2023
Q3 | $33.2K | Hold |
65
| – | – | ﹤0.01% | 235 |
|
|
2023
Q2 | $29.8K | Hold |
65
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $29K | Hold |
65
| – | – | ﹤0.01% | 239 |
|
|
2022
Q4 | $25.3K | Hold |
65
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $25K | Hold |
65
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $25K | Buy |
65
+45
| +225% | +$17.3K | ﹤0.01% | 268 |
|
|
2022
Q1 | $10K | Hold |
20
| – | – | ﹤0.01% | 366 |
|
|
2021
Q4 | $13K | Buy |
+20
| New | +$13K | ﹤0.01% | 355 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | -$24K | – | 336 |
|
|
2014
Q4 | $24K | Hold |
250
| – | – | ﹤0.01% | 242 |
|
|
2014
Q3 | $22K | Hold |
250
| – | – | ﹤0.01% | 253 |
|
|
2014
Q2 | $20K | Buy |
+250
| New | +$20K | 0.01% | 238 |
|