Bogart Wealth 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 | $58.3K | Buy |
74
+3
| +4% | +$2.36K | ﹤0.01% | 415 |
|
|
2025
Q1 | $43.6K | Buy |
71
+5
| +8% | +$3.07K | ﹤0.01% | 445 |
|
|
2024
Q4 | $41.5K | Buy |
66
+11
| +20% | +$6.91K | ﹤0.01% | 437 |
|
|
2024
Q3 | $34.2K | Hold |
55
| – | – | ﹤0.01% | 471 |
|
|
2024
Q2 | $36.1K | Hold |
55
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $35.8K | Hold |
55
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $34.4K | Hold |
55
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $28.1K | Hold |
55
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $25.2K | Sell |
55
-16
| -23% | -$7.33K | ﹤0.01% | 426 |
|
|
2023
Q1 | $31.7K | Buy |
71
+33
| +87% | +$14.7K | ﹤0.01% | 386 |
|
|
2022
Q4 | $14.8K | Hold |
38
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $15K | Hold |
38
| – | – | ﹤0.01% | 472 |
|
|
2022
Q2 | $15K | Hold |
38
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $18K | Hold |
38
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $24K | Hold |
38
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $21K | Hold |
38
| – | – | ﹤0.01% | 349 |
|
|
2021
Q2 | $19K | Hold |
38
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $15K | Buy |
+38
| New | +$15K | ﹤0.01% | 358 |
|