Cornerstone Planning Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
206
-2
| -1% | -$1.54K | 0.03% | 101 |
|
|
2025
Q1 | $124K | Buy |
208
+133
| +177% | +$79.3K | 0.03% | 124 |
|
|
2024
Q4 | $45.5K | Sell |
75
-3
| -4% | -$1.82K | 0.01% | 198 |
|
|
2024
Q3 | $48.7K | Hold |
78
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $47K | Sell |
78
-5
| -6% | -$3.02K | 0.01% | 207 |
|
|
2024
Q1 | $52.2K | Sell |
83
-29
| -26% | -$18.2K | 0.02% | 170 |
|
|
2023
Q4 | $70K | Hold |
112
| – | – | 0.02% | 147 |
|
|
2023
Q3 | $57.2K | Buy |
112
+5
| +5% | +$2.56K | 0.02% | 166 |
|
|
2023
Q2 | $49K | Buy |
+107
| New | +$49K | 0.02% | 251 |
|
|
2022
Q4 | $37.5K | Buy |
+99
| New | +$37.5K | 0.02% | 313 |
|