BSW Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
1,918
+11
| +0.6% | +$8.66K | 0.21% | 65 |
|
|
2025
Q1 | $1.17M | Buy |
1,907
+147
| +8% | +$90.2K | 0.18% | 72 |
|
|
2024
Q4 | $1.11M | Buy |
1,760
+9
| +0.5% | +$5.66K | 0.16% | 79 |
|
|
2024
Q3 | $1.09M | Buy |
1,751
+98
| +6% | +$60.9K | 0.16% | 68 |
|
|
2024
Q2 | $1.09M | Sell |
1,653
-44
| -3% | -$28.9K | 0.18% | 71 |
|
|
2024
Q1 | $1.1M | Sell |
1,697
-108
| -6% | -$70.2K | 0.19% | 70 |
|
|
2023
Q4 | $1.13M | Buy |
1,805
+35
| +2% | +$21.9K | 0.22% | 60 |
|
|
2023
Q3 | $904K | Sell |
1,770
-209
| -11% | -$107K | 0.2% | 68 |
|
|
2023
Q2 | $907K | Buy |
1,979
+85
| +4% | +$38.9K | 0.19% | 70 |
|
|
2023
Q1 | $844K | Buy |
1,894
+84
| +5% | +$37.4K | 0.17% | 88 |
|
|
2022
Q4 | $704K | Sell |
1,810
-276
| -13% | -$107K | 0.15% | 97 |
|
|
2022
Q3 | $808K | Sell |
2,086
-9
| -0.4% | -$3.49K | 0.2% | 68 |
|
|
2022
Q2 | $807K | Sell |
2,095
-89
| -4% | -$34.3K | 0.19% | 72 |
|
|
2022
Q1 | $1.05M | Buy |
2,184
+240
| +12% | +$115K | 0.27% | 50 |
|
|
2021
Q4 | $1.25M | Sell |
1,944
-51
| -3% | -$32.8K | 0.31% | 46 |
|
|
2021
Q3 | $1.08M | Sell |
1,995
-172
| -8% | -$92.9K | 0.3% | 47 |
|
|
2021
Q2 | $1.06M | Sell |
2,167
-30
| -1% | -$14.7K | 0.29% | 50 |
|
|
2021
Q1 | $842K | Buy |
2,197
+295
| +16% | +$113K | 0.24% | 53 |
|
|
2020
Q4 | $723K | Buy |
1,902
+18
| +1% | +$6.84K | 0.22% | 55 |
|
|
2020
Q3 | $615K | Sell |
1,884
-58
| -3% | -$18.9K | 0.23% | 51 |
|
|
2020
Q2 | $575K | Buy |
1,942
+155
| +9% | +$45.9K | 0.19% | 57 |
|
|
2020
Q1 | $411K | Sell |
1,787
-84
| -4% | -$19.3K | 0.17% | 63 |
|
|
2019
Q4 | $490K | Sell |
1,871
-129
| -6% | -$33.8K | 0.17% | 61 |
|
|
2019
Q3 | $532K | Buy |
+2,000
| New | +$532K | 0.2% | 46 |
|