Balboa Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+297
| New | +$234K | 0.05% | 297 |
|
|
2024
Q4 | – | Sell |
-410
| Closed | -$254K | – | 364 |
|
|
2024
Q3 | $254K | Sell |
410
-30
| -7% | -$18.6K | 0.06% | 215 |
|
|
2024
Q2 | $289K | Buy |
440
+112
| +34% | +$73.7K | 0.08% | 196 |
|
|
2024
Q1 | $213K | Buy |
+328
| New | +$213K | 0.06% | 220 |
|