Aviso Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
561
-18
| -3% | -$14.2K | 0.21% | 95 |
|
|
2025
Q1 | $356K | Buy |
579
+217
| +60% | +$133K | 0.19% | 106 |
|
|
2024
Q4 | $228K | Hold |
362
| – | – | 0.12% | 129 |
|
|
2024
Q3 | $225K | Hold |
362
| – | – | 0.12% | 137 |
|
|
2024
Q2 | $238K | Buy |
362
+17
| +5% | +$11.2K | 0.14% | 134 |
|
|
2024
Q1 | $224K | Buy |
+345
| New | +$224K | 0.14% | 136 |
|