Baldwin Wealth Partners’s Intuit INTU Stock Holding History

Baldwin Wealth Partners’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$673K	Hold	855	–	–	0.05%	127
2025 Q1	$525K	Buy	855 +12	+1%	+$7.37K	0.04%	138
2024 Q4	$530K	Sell	843 -446	-35%	-$280K	0.04%	142
2024 Q3	$800K	Buy	1,289 +459	+55%	+$285K	0.05%	139
2024 Q2	$545K	Sell	830 -400	-33%	-$263K	0.04%	134
2024 Q1	$800K	Sell	1,230 -53	-4%	-$34.5K	0.06%	115
2023 Q4	$802K	Buy	1,283 +28	+2%	+$17.5K	0.06%	111
2023 Q3	$641K	Hold	1,255	–	–	0.06%	128
2023 Q2	$575K	Hold	1,255	–	–	0.05%	144
2023 Q1	$560K	Sell	1,255 -128	-9%	-$57.1K	0.05%	143
2022 Q4	$538K	Buy	1,383 +5	+0.4%	+$1.95K	0.05%	149
2022 Q3	$534K	Sell	1,378 -80	-5%	-$31K	0.07%	93
2022 Q2	$562K	Hold	1,458	–	–	0.07%	98
2022 Q1	$701K	Sell	1,458 -100	-6%	-$48.1K	0.07%	93
2021 Q4	$1M	Hold	1,558	–	–	0.1%	76
2021 Q3	$841K	Hold	1,558	–	–	0.09%	76
2021 Q2	$764K	Buy	1,558 +10	+0.6%	+$4.9K	0.08%	86
2021 Q1	$593K	Hold	1,548	–	–	0.07%	93
2020 Q4	$588K	Hold	1,548	–	–	0.07%	91
2020 Q3	$504K	Hold	1,548	–	–	0.07%	99
2020 Q2	$458K	Sell	1,548 -100	-6%	-$29.6K	0.07%	101
2020 Q1	$379K	Hold	1,648	–	–	0.07%	106
2019 Q4	$432K	Hold	1,648	–	–	0.06%	120
2019 Q3	$438K	Hold	1,648	–	–	0.07%	112
2019 Q2	$431K	Sell	1,648 -100	-6%	-$26.2K	0.06%	132
2019 Q1	$457K	Sell	1,748 -400	-19%	-$105K	0.07%	131
2018 Q4	$423K	Hold	2,148	–	–	0.07%	129
2018 Q3	$488K	Buy	2,148 +400	+23%	+$90.9K	0.07%	130
2018 Q2	$357K	Hold	1,748	–	–	0.06%	154
2018 Q1	$303K	Sell	1,748 -75	-4%	-$13K	0.05%	162
2017 Q4	$288K	Hold	1,823	–	–	0.04%	169
2017 Q3	$259K	Hold	1,823	–	–	0.04%	170
2017 Q2	$242K	Hold	1,823	–	–	0.04%	174
2017 Q1	$211K	Sell	1,823 -57	-3%	-$6.6K	0.03%	182
2016 Q4	$215K	Hold	1,880	–	–	0.04%	171
2016 Q3	$207K	Sell	1,880 -443	-19%	-$48.8K	0.04%	175
2016 Q2	$259K	Hold	2,323	–	–	0.05%	151
2016 Q1	$242K	Buy	+2,323	New	+$242K	0.04%	186