Austin Private Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
2,048
-195
-9% -$154K 0.13% 89
2025
Q1
$1.38M Sell
2,243
-46
-2% -$28.2K 0.12% 83
2024
Q4
$1.44M Buy
2,289
+1,331
+139% +$837K 0.13% 63
2024
Q3
$595K Buy
958
+13
+1% +$8.07K 0.06% 118
2024
Q2
$621K Buy
945
+46
+5% +$30.2K 0.07% 106
2024
Q1
$560K Sell
899
-14
-2% -$8.72K 0.06% 112
2023
Q4
$571K Buy
913
+489
+115% +$306K 0.07% 93
2023
Q3
$217K Buy
+424
New +$217K 0.03% 156