Avion 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 | $42K | Buy |
54
+19
| +54% | +$14.8K | 0.01% | 219 |
|
|
2025
Q1 | $21K | Hold |
35
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $21K | Buy |
35
+6
| +21% | +$3.6K | 0.01% | 283 |
|
|
2024
Q3 | $18K | Buy |
29
+9
| +45% | +$5.59K | ﹤0.01% | 278 |
|
|
2024
Q2 | $13K | Buy |
20
+5
| +33% | +$3.25K | ﹤0.01% | 289 |
|
|
2024
Q1 | $10K | Sell |
15
-1
| -6% | -$667 | ﹤0.01% | 312 |
|
|
2023
Q4 | $10K | Sell |
16
-7
| -30% | -$4.38K | ﹤0.01% | 280 |
|
|
2023
Q3 | $11K | Buy |
23
+8
| +53% | +$3.83K | ﹤0.01% | 258 |
|
|
2023
Q2 | $5K | Buy |
15
+13
| +650% | +$4.33K | ﹤0.01% | 353 |
|
|
2023
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 649 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$6K | – | 542 |
|
|
2022
Q2 | $6K | Buy |
+15
| New | +$6K | ﹤0.01% | 307 |
|