Barlow 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 | $13.6M | Buy |
17,639
+195
| +1% | +$151K | 1.63% | 28 |
|
|
2025
Q1 | $10.9M | Buy |
17,444
+139
| +0.8% | +$86.8K | 1.43% | 32 |
|
|
2024
Q4 | $10.8M | Buy |
17,305
+517
| +3% | +$321K | 1.36% | 34 |
|
|
2024
Q3 | $10.1M | Buy |
16,788
+300
| +2% | +$181K | 1.32% | 35 |
|
|
2024
Q2 | $10.2M | Sell |
16,488
-4,532
| -22% | -$2.81M | 1.42% | 31 |
|
|
2024
Q1 | $13.1M | Sell |
21,020
-4,025
| -16% | -$2.5M | 1.78% | 21 |
|
|
2023
Q4 | $15.7M | Buy |
+25,045
| New | +$15.7M | 2.23% | 17 |
|