Blueprint Investment Partners’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 |
-1,270
| Closed | -$798K | – | 148 |
|
|
2024
Q4 | $798K | Buy |
1,270
+671
| +112% | +$422K | 0.13% | 91 |
|
|
2024
Q3 | $372K | Buy |
+599
| New | +$372K | 0.07% | 122 |
|
|
2023
Q4 | – | Sell |
-800
| Closed | -$409K | – | 143 |
|
|
2023
Q3 | $409K | Sell |
800
-72
| -8% | -$36.8K | 0.13% | 78 |
|
|
2023
Q2 | $400K | Buy |
+872
| New | +$400K | 0.14% | 100 |
|
|
2022
Q1 | – | Sell |
-629
| Closed | -$405K | – | 230 |
|
|
2021
Q4 | $405K | Buy |
629
+77
| +14% | +$49.5K | 0.1% | 136 |
|
|
2021
Q3 | $298K | Buy |
552
+111
| +25% | +$59.9K | 0.15% | 95 |
|
|
2021
Q2 | $216K | Buy |
+441
| New | +$216K | 0.17% | 68 |
|