Bogart Wealth LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.85M | Buy |
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|
2025
Q2 | $58.3K | Buy |
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|
2025
Q1 | $43.6K | Buy |
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|
2024
Q4 | $41.5K | Buy |
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|
2024
Q3 | $34.2K | Hold |
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|
2024
Q2 | $36.1K | Hold |
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|
2024
Q1 | $35.8K | Hold |
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|
2023
Q4 | $34.4K | Hold |
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|
2023
Q3 | $28.1K | Hold |
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|
2023
Q2 | $25.2K | Sell |
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|
2023
Q1 | $31.7K | Buy |
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|
2022
Q4 | $14.8K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $15K | Buy |
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