Concord Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
2,811
-145
| -5% | -$114K | 0.32% | 77 |
|
|
2025
Q1 | $1.81M | Buy |
2,956
+1,105
| +60% | +$678K | 0.3% | 78 |
|
|
2024
Q4 | $1.16M | Buy |
1,851
+532
| +40% | +$334K | 0.19% | 98 |
|
|
2024
Q3 | $819K | Buy |
1,319
+93
| +8% | +$57.8K | 0.14% | 107 |
|
|
2024
Q2 | $806K | Buy |
1,226
+62
| +5% | +$40.7K | 0.14% | 111 |
|
|
2024
Q1 | $757K | Buy |
1,164
+177
| +18% | +$115K | 0.14% | 115 |
|
|
2023
Q4 | $617K | Buy |
987
+314
| +47% | +$196K | 0.12% | 114 |
|
|
2023
Q3 | $344K | Buy |
673
+64
| +11% | +$32.7K | 0.07% | 145 |
|
|
2023
Q2 | $279K | Buy |
609
+158
| +35% | +$72.4K | 0.06% | 159 |
|
|
2023
Q1 | $201K | Buy |
451
+50
| +12% | +$22.3K | 0.06% | 160 |
|
|
2022
Q4 | $156K | Sell |
401
-201
| -33% | -$78.1K | 0.05% | 188 |
|
|
2022
Q3 | $233K | Buy |
602
+16
| +3% | +$6.19K | 0.07% | 141 |
|
|
2022
Q2 | $226K | Buy |
586
+383
| +189% | +$148K | 0.06% | 153 |
|
|
2022
Q1 | $98K | Buy |
203
+13
| +7% | +$6.28K | 0.03% | 303 |
|
|
2021
Q4 | $122K | Buy |
190
+84
| +79% | +$53.9K | 0.03% | 284 |
|
|
2021
Q3 | $57K | Sell |
106
-79
| -43% | -$42.5K | 0.02% | 194 |
|
|
2021
Q2 | $91K | Buy |
185
+16
| +9% | +$7.87K | 0.03% | 251 |
|
|
2021
Q1 | $65K | Buy |
169
+72
| +74% | +$27.7K | 0.02% | 292 |
|
|
2020
Q4 | $37K | Buy |
+97
| New | +$37K | 0.03% | 240 |
|