Concentrum 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 | $306K | Sell |
389
-26
| -6% | -$20.5K | 0.1% | 59 |
|
|
2025
Q1 | $255K | Sell |
415
-24
| -5% | -$14.7K | 0.09% | 70 |
|
|
2024
Q4 | $276K | Buy |
439
+6
| +1% | +$3.77K | 0.1% | 68 |
|
|
2024
Q3 | $269K | Buy |
433
+7
| +2% | +$4.35K | 0.1% | 60 |
|
|
2024
Q2 | $280K | Sell |
426
-6
| -1% | -$3.94K | 0.12% | 58 |
|
|
2024
Q1 | $281K | Buy |
432
+19
| +5% | +$12.4K | 0.13% | 56 |
|
|
2023
Q4 | $258K | Sell |
413
-42
| -9% | -$26.3K | 0.13% | 57 |
|
|
2023
Q3 | $232K | Sell |
455
-40
| -8% | -$20.4K | 0.14% | 56 |
|
|
2023
Q2 | $227K | Sell |
495
-109
| -18% | -$49.9K | 0.15% | 55 |
|
|
2023
Q1 | $269K | Sell |
604
-61
| -9% | -$27.2K | 0.2% | 51 |
|
|
2022
Q4 | $259K | Hold |
665
| – | – | 0.23% | 55 |
|
|
2022
Q3 | $258K | Hold |
665
| – | – | 0.22% | 48 |
|
|
2022
Q2 | $256K | Hold |
665
| – | – | 0.21% | 46 |
|
|
2022
Q1 | $320K | Hold |
665
| – | – | 0.2% | 49 |
|
|
2021
Q4 | $428K | Hold |
665
| – | – | 0.22% | 41 |
|
|
2021
Q3 | $359K | Hold |
665
| – | – | 0.23% | 43 |
|
|
2021
Q2 | $326K | Hold |
665
| – | – | 0.21% | 45 |
|
|
2021
Q1 | $255K | Hold |
665
| – | – | 0.19% | 41 |
|
|
2020
Q4 | $253K | Hold |
665
| – | – | 0.2% | 39 |
|
|
2020
Q3 | $217K | Sell |
665
-100
| -13% | -$32.6K | 0.21% | 36 |
|
|
2020
Q2 | $227K | Buy |
+765
| New | +$227K | 0.23% | 31 |
|
|
2020
Q1 | – | Sell |
-811
| Closed | -$212K | – | 42 |
|
|
2019
Q4 | $212K | Hold |
811
| – | – | 0.24% | 44 |
|
|
2019
Q3 | $216K | Sell |
811
-100
| -11% | -$26.6K | 0.27% | 38 |
|
|
2019
Q2 | $238K | Hold |
911
| – | – | 0.29% | 35 |
|
|
2019
Q1 | $238K | Buy |
+911
| New | +$238K | 0.31% | 30 |
|