Bragg Financial Advisors’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 | $412K | Hold |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $334K | Sell |
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|
2020
Q3 | $308K | Hold |
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|
2020
Q2 | $279K | Hold |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $280K | Hold |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $243K | Buy |
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|
2018
Q2 | $211K | Buy |
|