Congress 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 | $4.01M | Buy |
5,099
+1,011
| +25% | +$796K | 0.04% | 429 |
|
|
2025
Q1 | $2.51M | Sell |
4,088
-26,119
| -86% | -$16M | 0.03% | 448 |
|
|
2024
Q4 | $19M | Buy |
30,207
+584
| +2% | +$367K | 0.26% | 108 |
|
|
2024
Q3 | $18.4M | Buy |
29,623
+659
| +2% | +$409K | 0.25% | 111 |
|
|
2024
Q2 | $19M | Buy |
28,964
+1,328
| +5% | +$873K | 0.3% | 84 |
|
|
2024
Q1 | $18M | Buy |
27,636
+252
| +0.9% | +$164K | 0.31% | 83 |
|
|
2023
Q4 | $17.1M | Buy |
27,384
+617
| +2% | +$386K | 0.31% | 76 |
|
|
2023
Q3 | $13.7M | Buy |
26,767
+852
| +3% | +$435K | 0.28% | 91 |
|
|
2023
Q2 | $11.9M | Buy |
25,915
+195
| +0.8% | +$89.3K | 0.28% | 112 |
|
|
2023
Q1 | $11.5M | Buy |
25,720
+972
| +4% | +$433K | 0.28% | 106 |
|
|
2022
Q4 | $9.63M | Sell |
24,748
-638
| -3% | -$248K | 0.25% | 127 |
|
|
2022
Q3 | $9.83M | Buy |
25,386
+997
| +4% | +$386K | 0.27% | 107 |
|
|
2022
Q2 | $9.4M | Sell |
24,389
-91
| -0.4% | -$35.1K | 0.24% | 126 |
|
|
2022
Q1 | $11.8M | Buy |
24,480
+603
| +3% | +$290K | 0.26% | 101 |
|
|
2021
Q4 | $15.4M | Buy |
+23,877
| New | +$15.4M | 0.31% | 85 |
|