Baldwin Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $584K | Hold |
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|
2025
Q2 | $673K | Hold |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $802K | Buy |
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|
2023
Q3 | $641K | Hold |
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|
2023
Q2 | $575K | Hold |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $562K | Hold |
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|
2022
Q1 | $701K | Sell |
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|
2021
Q4 | $1M | Hold |
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|
2021
Q3 | $841K | Hold |
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|
2021
Q2 | $764K | Buy |
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|
2021
Q1 | $593K | Hold |
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|
2020
Q4 | $588K | Hold |
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|
2020
Q3 | $504K | Hold |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $379K | Hold |
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|
2019
Q4 | $432K | Hold |
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|
2019
Q3 | $438K | Hold |
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|
2019
Q2 | $431K | Sell |
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|
2019
Q1 | $457K | Sell |
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|
2018
Q4 | $423K | Hold |
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|
2018
Q3 | $488K | Buy |
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|
2018
Q2 | $357K | Hold |
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|
2018
Q1 | $303K | Sell |
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|
2017
Q4 | $288K | Hold |
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|
2017
Q3 | $259K | Hold |
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|
2017
Q2 | $242K | Hold |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $207K | Sell |
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|
2016
Q2 | $259K | Hold |
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|
2016
Q1 | $242K | Buy |
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