Cardiff Park Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Hold |
1,223
| – | – | 0.08% | 120 |
|
|
2025
Q1 | $751K | Sell |
1,223
-3
| -0.2% | -$1.84K | 0.07% | 124 |
|
|
2024
Q4 | $771K | Hold |
1,226
| – | – | 0.07% | 122 |
|
|
2024
Q3 | $761K | Sell |
1,226
-18
| -1% | -$11.2K | 0.07% | 119 |
|
|
2024
Q2 | $818K | Sell |
1,244
-4
| -0.3% | -$2.63K | 0.08% | 111 |
|
|
2024
Q1 | $811K | Hold |
1,248
| – | – | 0.08% | 116 |
|
|
2023
Q4 | $780K | Buy |
1,248
+3
| +0.2% | +$1.88K | 0.09% | 115 |
|
|
2023
Q3 | $636K | Sell |
1,245
-265
| -18% | -$135K | 0.08% | 121 |
|
|
2023
Q2 | $692K | Hold |
1,510
| – | – | 0.08% | 112 |
|
|
2023
Q1 | $673K | Hold |
1,510
| – | – | 0.09% | 114 |
|
|
2022
Q4 | $588K | Buy |
+1,510
| New | +$588K | 0.08% | 125 |
|