Blackston Financial Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $307K | Buy |
+390
| New | +$307K | 0.14% | 116 |
|
2024
Q1 | – | Sell |
-500
| Closed | -$313K | – | 79 |
|
2023
Q4 | $313K | Hold |
500
| – | – | 0.2% | 66 |
|
2023
Q3 | $255K | Hold |
500
| – | – | 0.18% | 76 |
|
2023
Q2 | $229K | Hold |
500
| – | – | 0.17% | 83 |
|
2023
Q1 | $223K | Buy |
+500
| New | +$223K | 0.17% | 86 |
|
2022
Q4 | – | Sell |
-500
| Closed | -$214K | – | 91 |
|
2022
Q3 | $214K | Hold |
500
| – | – | 0.15% | 80 |
|
2022
Q2 | $205K | Hold |
500
| – | – | 0.13% | 90 |
|
2022
Q1 | $270K | Hold |
500
| – | – | 0.18% | 67 |
|
2021
Q4 | $322K | Buy |
+500
| New | +$322K | 0.19% | 63 |
|