BFSG LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.66K | Hold |
11
| – | – | ﹤0.01% | 523 |
|
2025
Q1 | $6.75K | Sell |
11
-52
| -83% | -$31.9K | ﹤0.01% | 531 |
|
2024
Q4 | $39.6K | Hold |
63
| – | – | ﹤0.01% | 392 |
|
2024
Q3 | $39.1K | Sell |
63
-1,534
| -96% | -$953K | ﹤0.01% | 397 |
|
2024
Q2 | $1.05M | Hold |
1,597
| – | – | 0.13% | 143 |
|
2024
Q1 | $1.04M | Sell |
1,597
-58
| -4% | -$37.7K | 0.14% | 138 |
|
2023
Q4 | $1.03M | Sell |
1,655
-108
| -6% | -$67.5K | 0.15% | 136 |
|
2023
Q3 | $901K | Buy |
+1,763
| New | +$901K | 0.15% | 140 |
|
2022
Q2 | – | Sell |
-1,895
| Closed | -$911K | – | 204 |
|
2022
Q1 | $911K | Buy |
+1,895
| New | +$911K | 0.14% | 124 |
|
2018
Q4 | – | Sell |
-2,309
| Closed | -$525K | – | 112 |
|
2018
Q3 | $525K | Buy |
2,309
+11
| +0.5% | +$2.5K | 0.22% | 85 |
|
2018
Q2 | $470K | Buy |
2,298
+300
| +15% | +$61.4K | 0.21% | 86 |
|
2018
Q1 | $346K | Buy |
+1,998
| New | +$346K | 0.15% | 107 |
|