Belpointe Asset 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 | $503K | Buy |
639
+49
| +8% | +$38.6K | 0.02% | 572 |
|
|
2025
Q1 | $362K | Buy |
590
+20
| +4% | +$12.3K | 0.02% | 658 |
|
|
2024
Q4 | $359K | Sell |
570
-18
| -3% | -$11.3K | 0.02% | 594 |
|
|
2024
Q3 | $365K | Sell |
588
-622
| -51% | -$386K | 0.02% | 597 |
|
|
2024
Q2 | $795K | Sell |
1,210
-146
| -11% | -$96K | 0.06% | 329 |
|
|
2024
Q1 | $881K | Buy |
1,356
+728
| +116% | +$473K | 0.07% | 300 |
|
|
2023
Q4 | $393K | Buy |
628
+29
| +5% | +$18.2K | 0.03% | 439 |
|
|
2023
Q3 | $306K | Buy |
599
+45
| +8% | +$23K | 0.03% | 468 |
|
|
2023
Q2 | $254K | Sell |
554
-547
| -50% | -$251K | 0.03% | 509 |
|
|
2023
Q1 | $491K | Buy |
1,101
+469
| +74% | +$209K | 0.03% | 576 |
|
|
2022
Q4 | $246K | Sell |
632
-107
| -14% | -$41.7K | 0.01% | 798 |
|
|
2022
Q3 | $286K | Buy |
739
+422
| +133% | +$163K | 0.02% | 705 |
|
|
2022
Q2 | $122K | Buy |
+317
| New | +$122K | 0.01% | 1027 |
|
|
2022
Q1 | – | Sell |
-237
| Closed | -$153K | – | 1261 |
|
|
2021
Q4 | $153K | Buy |
+237
| New | +$153K | 0.01% | 1007 |
|
|
2021
Q1 | – | Sell |
-692
| Closed | -$262K | – | 1035 |
|
|
2020
Q4 | $262K | Sell |
692
-41
| -6% | -$15.5K | 0.02% | 613 |
|
|
2020
Q3 | $239K | Buy |
733
+73
| +11% | +$23.8K | 0.03% | 506 |
|
|
2020
Q2 | $195K | Buy |
660
+33
| +5% | +$9.75K | 0.03% | 532 |
|
|
2020
Q1 | $144K | Buy |
+627
| New | +$144K | 0.03% | 510 |
|
|
2019
Q3 | – | Sell |
-1,724
| Closed | -$451K | – | 689 |
|
|
2019
Q2 | $451K | Buy |
+1,724
| New | +$451K | 0.09% | 251 |
|