Beacon Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Buy |
8,264
+13
| +0.2% | +$10.1K | 2.77% | 5 |
|
|
2025
Q1 | $5.07M | Buy |
8,251
+19
| +0.2% | +$11.7K | 2.39% | 8 |
|
|
2024
Q4 | $5.17M | Buy |
8,232
+59
| +0.7% | +$37.1K | 2.43% | 7 |
|
|
2024
Q3 | $5.08M | Buy |
8,173
+53
| +0.7% | +$32.9K | 2.4% | 6 |
|
|
2024
Q2 | $5.34M | Sell |
8,120
-127
| -2% | -$83.5K | 2.73% | 6 |
|
|
2024
Q1 | $5.36M | Buy |
8,247
+31
| +0.4% | +$20.2K | 3.06% | 5 |
|
|
2023
Q4 | $5.14M | Sell |
8,216
-867
| -10% | -$542K | 3.28% | 5 |
|
|
2023
Q3 | $4.64M | Buy |
9,083
+15
| +0.2% | +$7.66K | 3.28% | 4 |
|
|
2023
Q2 | $4.15M | Buy |
9,068
+36
| +0.4% | +$16.5K | 2.84% | 6 |
|
|
2023
Q1 | $4.03M | Buy |
9,032
+9
| +0.1% | +$4.01K | 2.94% | 4 |
|
|
2022
Q4 | $3.51M | Buy |
+9,023
| New | +$3.51M | 2.93% | 5 |
|