Authentikos Wealth Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-546
| Closed | -$343K | – | 75 |
|
|
2024
Q4 | $343K | Sell |
546
-525
| -49% | -$330K | 0.34% | 56 |
|
|
2024
Q3 | $665K | Hold |
1,071
| – | – | 0.64% | 38 |
|
|
2024
Q2 | $704K | Sell |
1,071
-120
| -10% | -$78.9K | 0.68% | 25 |
|
|
2024
Q1 | $774K | Hold |
1,191
| – | – | 0.78% | 32 |
|
|
2023
Q4 | $744K | Hold |
1,191
| – | – | 0.79% | 30 |
|
|
2023
Q3 | $609K | Hold |
1,191
| – | – | 0.59% | 36 |
|
|
2023
Q2 | $546K | Sell |
1,191
-1
| -0.1% | -$458 | 0.51% | 37 |
|
|
2023
Q1 | $464K | Buy |
+1,192
| New | +$464K | 0.47% | 39 |
|