Castle Rock Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
377
+2
| +0.5% | +$1.53K | 0.07% | 211 |
|
|
2025
Q1 | $230K | Buy |
375
+3
| +0.8% | +$1.84K | 0.06% | 215 |
|
|
2024
Q4 | $219K | Sell |
372
-3
| -0.8% | -$1.76K | 0.05% | 221 |
|
|
2024
Q3 | $227K | Buy |
375
+5
| +1% | +$3.02K | 0.05% | 228 |
|
|
2024
Q2 | $241K | Buy |
370
+1
| +0.3% | +$651 | 0.06% | 219 |
|
|
2024
Q1 | $227K | Buy |
369
+1
| +0.3% | +$615 | 0.06% | 219 |
|
|
2023
Q4 | $217K | Buy |
+368
| New | +$217K | 0.07% | 219 |
|
|
2021
Q4 | – | Sell |
-368
| Closed | -$226K | – | 266 |
|
|
2021
Q3 | $226K | Buy |
+368
| New | +$226K | 0.08% | 240 |
|