CreativeOne 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
$5.83M Sell
2025
Q2
$7.89M Buy
2025
Q1
$5.95M Sell
2024
Q4
$6.39M Buy
2024
Q3
$5.79M Buy
2024
Q2
$4.84M Sell
2024
Q1
$4.86M Buy
2023
Q4
$3.44M Buy
2023
Q3
$2.62M Sell
2023
Q2
$3.71M Buy
2023
Q1
$3.55M Buy
2022
Q4
$2.41M Buy
2022
Q3
$2.06M Buy
2022
Q2
$1.64M Buy
2022
Q1
$1.85M Buy
2021
Q4
$2.28M Sell
2021
Q3
$1.96M Buy
2021
Q2
$1.65M Buy
2021
Q1
$1.2M Sell
2020
Q4
$1.26M Buy
2020
Q3
$643K Buy
2020
Q2
$519K Buy
2020
Q1
$293K Buy