Corient Private Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104M | Buy |
132,472
+6,728
| +5% | +$5.3M | 0.11% | 163 |
|
|
2025
Q1 | $77.2M | Buy |
125,744
+182
| +0.1% | +$112K | 0.13% | 170 |
|
|
2024
Q4 | $78.7M | Sell |
125,562
-9,074
| -7% | -$5.69M | 0.13% | 163 |
|
|
2024
Q3 | $83.6M | Buy |
134,636
+6,622
| +5% | +$4.11M | 0.13% | 160 |
|
|
2024
Q2 | $84.1M | Buy |
128,014
+1,165
| +0.9% | +$766K | 0.15% | 149 |
|
|
2024
Q1 | $82.5M | Buy |
126,849
+2,100
| +2% | +$1.36M | 0.15% | 155 |
|
|
2023
Q4 | $78M | Buy |
124,749
+1,801
| +1% | +$1.13M | 0.14% | 157 |
|
|
2023
Q3 | $62.8M | Sell |
122,948
-184
| -0.1% | -$94K | 0.14% | 160 |
|
|
2023
Q2 | $56.4M | Buy |
123,132
+136
| +0.1% | +$62.3K | 0.13% | 164 |
|
|
2023
Q1 | $54.8M | Buy |
122,996
+63,616
| +107% | +$28.4M | 0.15% | 152 |
|
|
2022
Q4 | $23.1M | Buy |
+59,380
| New | +$23.1M | 0.08% | 249 |
|