Crown Wealth 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 | $284K | Sell |
361
-1
| -0.3% | -$788 | 0.11% | 86 |
|
|
2025
Q1 | $222K | Sell |
362
-33
| -8% | -$20.3K | 0.12% | 93 |
|
|
2024
Q4 | $248K | Buy |
395
+8
| +2% | +$5.03K | 0.1% | 96 |
|
|
2024
Q3 | $240K | Sell |
387
-5
| -1% | -$3.11K | 0.1% | 96 |
|
|
2024
Q2 | $258K | Buy |
392
+20
| +5% | +$13.1K | 0.13% | 86 |
|
|
2024
Q1 | $242K | Buy |
372
+18
| +5% | +$11.7K | 0.12% | 87 |
|
|
2023
Q4 | $221K | Buy |
+354
| New | +$221K | 0.13% | 84 |
|