Breakwater Capital Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$875K Sell
1,111
-45
-4% -$35.5K 0.14% 148
2025
Q1
$710K Buy
1,156
+27
+2% +$16.6K 0.13% 158
2024
Q4
$710K Sell
1,129
-15
-1% -$9.43K 0.14% 144
2024
Q3
$710K Buy
1,144
+12
+1% +$7.45K 0.14% 142
2024
Q2
$744K Buy
1,132
+4
+0.4% +$2.63K 0.17% 130
2024
Q1
$733K Buy
1,128
+102
+10% +$66.3K 0.18% 117
2023
Q4
$647K Buy
1,026
+43
+4% +$27.1K 0.18% 109
2023
Q3
$481K Buy
983
+34
+4% +$16.6K 0.17% 118
2023
Q2
$435K Buy
+949
New +$435K 0.16% 128