Bank of Stockton’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
353
| – | – | 0.08% | 121 |
|
|
2025
Q1 | $217K | Hold |
353
| – | – | 0.07% | 136 |
|
|
2024
Q4 | $222K | Sell |
353
-7
| -2% | -$4.4K | 0.07% | 136 |
|
|
2024
Q3 | $224K | Hold |
360
| – | – | 0.07% | 137 |
|
|
2024
Q2 | $237K | Buy |
360
+25
| +7% | +$16.4K | 0.08% | 121 |
|
|
2024
Q1 | $218K | Hold |
335
| – | – | 0.07% | 123 |
|
|
2023
Q4 | $208K | Buy |
+335
| New | +$208K | 0.07% | 121 |
|
|
2022
Q1 | – | Sell |
-335
| Closed | -$215K | – | 129 |
|
|
2021
Q4 | $215K | Sell |
335
-60
| -15% | -$38.5K | 0.06% | 121 |
|
|
2021
Q3 | $213K | Buy |
+395
| New | +$213K | 0.07% | 117 |
|