Carolinas Wealth Consulting’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-282
| Closed | -$173K | – | 457 |
|
|
2025
Q1 | $173K | Sell |
282
-66
| -19% | -$40.5K | 0.04% | 189 |
|
|
2024
Q4 | $219K | Sell |
348
-55
| -14% | -$34.6K | 0.04% | 176 |
|
|
2024
Q3 | $250K | Sell |
403
-53
| -12% | -$32.8K | 0.05% | 166 |
|
|
2024
Q2 | $299K | Buy |
456
+31
| +7% | +$20.3K | 0.06% | 141 |
|
|
2024
Q1 | $276K | Buy |
425
+282
| +197% | +$183K | 0.05% | 140 |
|
|
2023
Q4 | $89.6K | Hold |
143
| – | – | 0.02% | 246 |
|
|
2023
Q3 | $70.6K | Sell |
143
-14
| -9% | -$6.91K | 0.02% | 269 |
|
|
2023
Q2 | $72.1K | Sell |
157
-265
| -63% | -$122K | 0.01% | 304 |
|
|
2023
Q1 | $188K | Buy |
422
+83
| +24% | +$37K | 0.04% | 178 |
|
|
2022
Q4 | $132K | Buy |
339
+6
| +2% | +$2.34K | 0.03% | 219 |
|
|
2022
Q3 | $129K | Buy |
333
+60
| +22% | +$23.2K | 0.03% | 204 |
|
|
2022
Q2 | $105K | Buy |
273
+51
| +23% | +$19.6K | 0.03% | 239 |
|
|
2022
Q1 | $107K | Buy |
222
+43
| +24% | +$20.7K | 0.02% | 252 |
|
|
2021
Q4 | $115K | Buy |
179
+7
| +4% | +$4.5K | 0.03% | 245 |
|
|
2021
Q3 | $93K | Sell |
172
-20
| -10% | -$10.8K | 0.02% | 254 |
|
|
2021
Q2 | $94K | Sell |
192
-17
| -8% | -$8.32K | 0.02% | 269 |
|
|
2021
Q1 | $80K | Sell |
209
-68
| -25% | -$26K | 0.02% | 288 |
|
|
2020
Q4 | $105K | Sell |
277
-158
| -36% | -$59.9K | 0.03% | 227 |
|
|
2020
Q3 | $142K | Buy |
435
+430
| +8,600% | +$140K | 0.05% | 158 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 577 |
|