Cape Investment Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788 | Sell |
1
-3
| -75% | -$2.36K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $2.46K | Sell |
4
-50
| -93% | -$30.7K | ﹤0.01% | 864 |
|
|
2024
Q4 | $33.9K | Buy |
54
+4
| +8% | +$2.51K | 0.01% | 398 |
|
|
2024
Q3 | $31.1K | Hold |
50
| – | – | 0.01% | 389 |
|
|
2024
Q2 | $32.9K | Hold |
50
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $32.5K | Sell |
50
-5
| -9% | -$3.25K | 0.02% | 364 |
|
|
2023
Q4 | $34.4K | Buy |
55
+5
| +10% | +$3.13K | 0.02% | 424 |
|
|
2023
Q3 | $25.5K | Buy |
+50
| New | +$25.5K | 0.01% | 403 |
|