Corient Private Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$92.4M Buy
2025
Q2
$104M Buy
2025
Q1
$77.2M Buy
2024
Q4
$78.7M Sell
2024
Q3
$83.6M Buy
2024
Q2
$84.1M Buy
2024
Q1
$82.5M Buy
2023
Q4
$78M Buy
2023
Q3
$62.8M Sell
2023
Q2
$56.4M Buy
2023
Q1
$54.8M Buy
2022
Q4
$23.1M Buy