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 |
|