Brown Shipley & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
193
| – | – | 0.08% | 43 |
|
|
2025
Q1 | $119K | Hold |
193
| – | – | 0.07% | 44 |
|
|
2024
Q4 | $121K | Hold |
193
| – | – | 0.06% | 44 |
|
|
2024
Q3 | $120K | Hold |
193
| – | – | 0.06% | 46 |
|
|
2024
Q2 | $127K | Sell |
193
-461
| -70% | -$303K | 0.06% | 45 |
|
|
2024
Q1 | $418K | Buy |
654
+7
| +1% | +$4.48K | 0.13% | 44 |
|
|
2023
Q4 | $404K | Sell |
647
-741
| -53% | -$463K | 0.2% | 41 |
|
|
2023
Q3 | $709K | Sell |
1,388
-132
| -9% | -$67.4K | 0.39% | 34 |
|
|
2023
Q2 | $696K | Buy |
1,520
+689
| +83% | +$316K | 0.29% | 43 |
|
|
2023
Q1 | $370K | Buy |
+831
| New | +$370K | 0.24% | 43 |
|