Baker Tilly 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 | $254K | Buy |
+322
| New | +$254K | 0.09% | 207 |
|
|
2024
Q1 | – | Sell |
-1,335
| Closed | -$834K | – | 441 |
|
|
2023
Q4 | $834K | Sell |
1,335
-15
| -1% | -$9.38K | 0.14% | 165 |
|
|
2023
Q3 | $690K | Sell |
1,350
-540
| -29% | -$276K | 0.11% | 183 |
|
|
2023
Q2 | $866K | Buy |
1,890
+1,028
| +119% | +$471K | 0.09% | 226 |
|
|
2023
Q1 | $384K | Buy |
+862
| New | +$384K | 0.04% | 399 |
|
|
2022
Q1 | – | Sell |
-369
| Closed | -$237K | – | 543 |
|
|
2021
Q4 | $237K | Buy |
+369
| New | +$237K | 0.03% | 471 |
|