Crescent Sterling’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
1,423
+212
| +18% | +$167K | 1.25% | 25 |
|
|
2025
Q1 | $744K | Buy |
1,211
+638
| +111% | +$392K | 0.76% | 39 |
|
|
2024
Q4 | $360K | Buy |
573
+64
| +13% | +$40.2K | 0.37% | 61 |
|
|
2024
Q3 | $316K | Sell |
509
-1
| -0.2% | -$621 | 0.3% | 67 |
|
|
2024
Q2 | $335K | Sell |
510
-73
| -13% | -$48K | 0.32% | 65 |
|
|
2024
Q1 | $379K | Hold |
583
| – | – | 0.35% | 63 |
|
|
2023
Q4 | $364K | Sell |
583
-9
| -2% | -$5.63K | 0.36% | 60 |
|
|
2023
Q3 | $302K | Sell |
592
-11
| -2% | -$5.62K | 0.32% | 63 |
|
|
2023
Q2 | $276K | Buy |
603
+72
| +14% | +$33K | 0.26% | 63 |
|
|
2023
Q1 | $237K | Buy |
+531
| New | +$237K | 0.23% | 69 |
|