Consolidated Planning Corp’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,320
| Closed | -$830K | – | 201 |
|
|
2024
Q4 | $830K | Sell |
1,320
-151
| -10% | -$94.9K | 0.11% | 108 |
|
|
2024
Q3 | $913K | Buy |
+1,471
| New | +$913K | 0.14% | 94 |
|
|
2022
Q4 | – | Sell |
-3,042
| Closed | -$1.18M | – | 125 |
|
|
2022
Q3 | $1.18M | Buy |
3,042
+188
| +7% | +$72.8K | 0.37% | 65 |
|
|
2022
Q2 | $1.1M | Buy |
+2,854
| New | +$1.1M | 0.34% | 71 |
|