Beverly Hills Private Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
1,668
+106
| +7% | +$83.5K | 0.25% | 106 |
|
|
2025
Q1 | $959K | Sell |
1,562
-57
| -4% | -$35K | 0.19% | 126 |
|
|
2024
Q4 | $1.02M | Sell |
1,619
-43
| -3% | -$27K | 0.21% | 118 |
|
|
2024
Q3 | $1.03M | Buy |
1,662
+19
| +1% | +$11.8K | 0.21% | 124 |
|
|
2024
Q2 | $1.08M | Buy |
1,643
+44
| +3% | +$28.9K | 0.23% | 109 |
|
|
2024
Q1 | $1.04M | Buy |
1,599
+49
| +3% | +$31.8K | 0.24% | 103 |
|
|
2023
Q4 | $969K | Sell |
1,550
-3
| -0.2% | -$1.88K | 0.25% | 91 |
|
|
2023
Q3 | $793K | Sell |
1,553
-47
| -3% | -$24K | 0.24% | 98 |
|
|
2023
Q2 | $795K | Sell |
1,600
-172
| -10% | -$85.5K | 0.13% | 169 |
|
|
2023
Q1 | $790K | Buy |
1,772
+175
| +11% | +$78K | 0.25% | 102 |
|
|
2022
Q4 | $622K | Buy |
+1,597
| New | +$622K | 0.27% | 91 |
|