Bleakley Financial Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,606
Closed -$2.89M 733
2024
Q4
$2.89M Sell
4,606
-107
-2% -$67.2K 0.09% 193
2024
Q3
$2.93M Buy
4,713
+156
+3% +$96.9K 0.09% 189
2024
Q2
$2.99M Sell
4,557
-216
-5% -$142K 0.09% 210
2024
Q1
$3.1M Buy
4,773
+47
+1% +$30.6K 0.09% 213
2023
Q4
$2.95M Buy
4,726
+418
+10% +$261K 0.09% 204
2023
Q3
$2.2M Sell
4,308
-469
-10% -$240K 0.08% 232
2023
Q2
$2.19M Buy
4,777
+92
+2% +$42.2K 0.07% 252
2023
Q1
$2.09M Buy
4,685
+423
+10% +$189K 0.07% 245
2022
Q4
$1.66M Buy
+4,262
New +$1.66M 0.06% 289