CreativeOne 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 | $7.89M | Buy |
10,012
+320
| +3% | +$252K | 0.21% | 95 |
|
|
2025
Q1 | $5.95M | Sell |
9,692
-474
| -5% | -$291K | 0.18% | 118 |
|
|
2024
Q4 | $6.39M | Buy |
10,166
+847
| +9% | +$532K | 0.2% | 103 |
|
|
2024
Q3 | $5.79M | Buy |
9,319
+1,947
| +26% | +$1.21M | 0.2% | 103 |
|
|
2024
Q2 | $4.85M | Sell |
7,372
-103
| -1% | -$67.7K | 0.25% | 87 |
|
|
2024
Q1 | $4.86M | Buy |
7,475
+1,962
| +36% | +$1.28M | 0.19% | 105 |
|
|
2023
Q4 | $3.45M | Buy |
5,513
+389
| +8% | +$243K | 0.22% | 95 |
|
|
2023
Q3 | $2.62M | Sell |
5,124
-2,964
| -37% | -$1.51M | 0.19% | 106 |
|
|
2023
Q2 | $3.71M | Buy |
8,088
+119
| +1% | +$54.5K | 0.17% | 104 |
|
|
2023
Q1 | $3.55M | Buy |
7,969
+1,784
| +29% | +$795K | 0.18% | 103 |
|
|
2022
Q4 | $2.41M | Buy |
6,185
+873
| +16% | +$340K | 0.13% | 139 |
|
|
2022
Q3 | $2.06M | Buy |
5,312
+1,070
| +25% | +$414K | 0.12% | 145 |
|
|
2022
Q2 | $1.64M | Buy |
4,242
+398
| +10% | +$153K | 0.09% | 183 |
|
|
2022
Q1 | $1.85M | Buy |
3,844
+297
| +8% | +$143K | 0.1% | 176 |
|
|
2021
Q4 | $2.28M | Sell |
3,547
-82
| -2% | -$52.8K | 0.11% | 160 |
|
|
2021
Q3 | $1.96M | Buy |
3,629
+255
| +8% | +$138K | 0.12% | 152 |
|
|
2021
Q2 | $1.65M | Buy |
3,374
+243
| +8% | +$119K | 0.1% | 174 |
|
|
2021
Q1 | $1.2M | Sell |
3,131
-175
| -5% | -$67.1K | 0.09% | 181 |
|
|
2020
Q4 | $1.26M | Buy |
3,306
+1,334
| +68% | +$507K | 0.1% | 150 |
|
|
2020
Q3 | $643K | Buy |
1,972
+223
| +13% | +$72.7K | 0.09% | 139 |
|
|
2020
Q2 | $519K | Buy |
1,749
+473
| +37% | +$140K | 0.08% | 136 |
|
|
2020
Q1 | $293K | Buy |
+1,276
| New | +$293K | 0.06% | 155 |
|