Avitas Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $657K | Sell |
1,046
-23
| -2% | -$14.5K | 0.09% | 148 |
|
|
2024
Q3 | $664K | Sell |
1,069
-80
| -7% | -$49.7K | 0.09% | 150 |
|
|
2024
Q2 | $755K | Sell |
1,149
-63
| -5% | -$41.4K | 0.11% | 150 |
|
|
2024
Q1 | $788K | Sell |
1,212
-4
| -0.3% | -$2.6K | 0.12% | 154 |
|
|
2023
Q4 | $760K | Buy |
1,216
+335
| +38% | +$209K | 0.13% | 144 |
|
|
2023
Q3 | $450K | Sell |
881
-24
| -3% | -$12.3K | 0.09% | 166 |
|
|
2023
Q2 | $415K | Sell |
905
-13
| -1% | -$5.96K | 0.08% | 168 |
|
|
2023
Q1 | $409K | Sell |
918
-25
| -3% | -$11.1K | 0.08% | 173 |
|
|
2022
Q4 | $367K | Buy |
943
+1
| +0.1% | +$389 | 0.08% | 162 |
|
|
2022
Q3 | $365K | Buy |
942
+9
| +1% | +$3.49K | 0.08% | 152 |
|
|
2022
Q2 | $360K | Sell |
933
-146
| -14% | -$56.3K | 0.08% | 159 |
|
|
2022
Q1 | $519K | Buy |
+1,079
| New | +$519K | 0.09% | 157 |
|