Bull Oak Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Hold |
878
| – | – | 0.32% | 21 |
|
|
2025
Q1 | $539K | Buy |
878
+7
| +0.8% | +$4.3K | 0.29% | 17 |
|
|
2024
Q4 | $547K | Hold |
871
| – | – | 0.3% | 16 |
|
|
2024
Q3 | $541K | Sell |
871
-134
| -13% | -$83.2K | 0.31% | 17 |
|
|
2024
Q2 | $661K | Hold |
1,005
| – | – | 0.43% | 14 |
|
|
2024
Q1 | $653K | Buy |
1,005
+2
| +0.2% | +$1.3K | 0.44% | 14 |
|
|
2023
Q4 | $627K | Sell |
1,003
-185
| -16% | -$116K | 0.16% | 14 |
|
|
2023
Q3 | $607K | Buy |
+1,188
| New | +$607K | 0.66% | 10 |
|