BOK Financial Private Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
6,031
-583
| -9% | -$459K | 0.32% | 31 |
|
|
2025
Q1 | $4.06M | Sell |
6,614
-350
| -5% | -$215K | 0.31% | 36 |
|
|
2024
Q4 | $4.38M | Sell |
6,964
-416
| -6% | -$261K | 0.32% | 34 |
|
|
2024
Q3 | $4.58M | Sell |
7,380
-369
| -5% | -$229K | 0.33% | 35 |
|
|
2024
Q2 | $5.09M | Buy |
7,749
+1
| +0% | +$657 | 0.37% | 33 |
|
|
2024
Q1 | $5.04M | Sell |
7,748
-505
| -6% | -$328K | 0.38% | 34 |
|
|
2023
Q4 | $5.16M | Sell |
8,253
-354
| -4% | -$221K | 0.42% | 33 |
|
|
2023
Q3 | $4.4M | Sell |
8,607
-890
| -9% | -$455K | 0.38% | 36 |
|
|
2023
Q2 | $4.35M | Sell |
9,497
-1,098
| -10% | -$503K | 0.35% | 42 |
|
|
2023
Q1 | $4.72M | Buy |
10,595
+93
| +0.9% | +$41.5K | 0.38% | 40 |
|
|
2022
Q4 | $4.09M | Sell |
10,502
-180
| -2% | -$70.1K | 0.34% | 43 |
|
|
2022
Q3 | $4.14M | Sell |
10,682
-132
| -1% | -$51.1K | 0.37% | 40 |
|
|
2022
Q2 | $4.17M | Sell |
10,814
-1,672
| -13% | -$644K | 0.37% | 41 |
|
|
2022
Q1 | $6M | Buy |
12,486
+133
| +1% | +$64K | 0.43% | 37 |
|
|
2021
Q4 | $7.95M | Sell |
12,353
-122
| -1% | -$78.5K | 0.55% | 30 |
|
|
2021
Q3 | $6.73M | Sell |
12,475
-2,501
| -17% | -$1.35M | 0.54% | 29 |
|
|
2021
Q2 | $7.34M | Buy |
14,976
+403
| +3% | +$198K | 0.6% | 29 |
|
|
2021
Q1 | $5.58M | Sell |
14,573
-334
| -2% | -$128K | 0.51% | 34 |
|
|
2020
Q4 | $5.66M | Sell |
14,907
-722
| -5% | -$274K | 0.54% | 37 |
|
|
2020
Q3 | $5.1M | Sell |
15,629
-959
| -6% | -$313K | 0.53% | 39 |
|
|
2020
Q2 | $4.91M | Sell |
16,588
-4,157
| -20% | -$1.23M | 0.51% | 38 |
|
|
2020
Q1 | $4.77M | Sell |
20,745
-8,602
| -29% | -$1.98M | 0.58% | 36 |
|
|
2019
Q4 | $7.69M | Buy |
+29,347
| New | +$7.69M | 0.65% | 41 |
|