Center for Financial Planning’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
283
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $174K | Hold |
283
| – | – | 0.02% | 166 |
|
|
2024
Q4 | $178K | Buy |
283
+168
| +146% | +$106K | 0.02% | 160 |
|
|
2024
Q3 | $71.4K | Hold |
115
| – | – | 0.01% | 216 |
|
|
2024
Q2 | $75.6K | Hold |
115
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $74.8K | Hold |
115
| – | – | 0.01% | 200 |
|
|
2023
Q4 | $71.9K | Hold |
115
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $58.8K | Hold |
115
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $52.7K | Hold |
115
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $51.3K | Hold |
115
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $44.8K | Hold |
115
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $45K | Sell |
115
-11
| -9% | -$4.3K | 0.01% | 219 |
|
|
2022
Q2 | $49K | Buy |
126
+9
| +8% | +$3.5K | 0.01% | 220 |
|
|
2022
Q1 | $56K | Hold |
117
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $75K | Buy |
117
+2
| +2% | +$1.28K | 0.02% | 191 |
|
|
2021
Q3 | $62K | Hold |
115
| – | – | 0.02% | 201 |
|
|
2021
Q2 | $56K | Hold |
115
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $44K | Buy |
+115
| New | +$44K | 0.01% | 221 |
|
|
2020
Q2 | – | Sell |
-17
| Closed | -$4K | – | 511 |
|
|
2020
Q1 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 438 |
|