Connecticut 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 | $909K | Hold |
1,154
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $709K | Sell |
1,154
-41
| -3% | -$25.2K | 0.04% | 182 |
|
|
2024
Q4 | $751K | Buy |
1,195
+26
| +2% | +$16.3K | 0.04% | 152 |
|
|
2024
Q3 | $726K | Sell |
1,169
-73
| -6% | -$45.3K | 0.04% | 185 |
|
|
2024
Q2 | $816K | Sell |
1,242
-654
| -34% | -$430K | 0.04% | 170 |
|
|
2024
Q1 | $1.23M | Sell |
1,896
-45
| -2% | -$29.3K | 0.07% | 127 |
|
|
2023
Q4 | $1.21M | Buy |
1,941
+1,046
| +117% | +$654K | 0.07% | 125 |
|
|
2023
Q3 | $457K | Buy |
895
+430
| +92% | +$220K | 0.03% | 179 |
|
|
2023
Q2 | $213K | Buy |
+465
| New | +$213K | 0.01% | 247 |
|