Beaird Harris Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45K | Buy |
12
+6
| +100% | +$4.73K | ﹤0.01% | 384 |
|
|
2025
Q1 | $3.68K | Hold |
6
| – | – | ﹤0.01% | 406 |
|
|
2024
Q4 | $3.77K | Hold |
6
| – | – | ﹤0.01% | 393 |
|
|
2024
Q3 | $3.73K | Sell |
6
-10
| -63% | -$6.21K | ﹤0.01% | 397 |
|
|
2024
Q2 | $10.6K | Sell |
16
-13
| -45% | -$8.64K | ﹤0.01% | 368 |
|
|
2024
Q1 | $18.9K | Sell |
29
-43
| -60% | -$28K | ﹤0.01% | 283 |
|
|
2023
Q4 | $45K | Buy |
+72
| New | +$45K | ﹤0.01% | 195 |
|
|
2023
Q1 | – | Sell |
-48
| Closed | -$18.7K | – | 596 |
|
|
2022
Q4 | $18.7K | Buy |
+48
| New | +$18.7K | ﹤0.01% | 260 |
|
|
2022
Q2 | – | Sell |
-35
| Closed | -$17K | – | 503 |
|
|
2022
Q1 | $17K | Buy |
+35
| New | +$17K | 0.01% | 265 |
|