Delos Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Buy |
+59
| New | +$46.5K | 0.04% | 98 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$626 | – | 403 |
|
|
2023
Q4 | $626 | Hold |
1
| – | – | ﹤0.01% | 236 |
|
|
2023
Q3 | $542 | Hold |
1
| – | – | ﹤0.01% | 284 |
|
|
2023
Q2 | $459 | Hold |
1
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $446 | Hold |
1
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $389 | Hold |
1
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 326 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$21K | – | 339 |
|
|
2021
Q4 | $21K | Buy |
+33
| New | +$21K | 0.02% | 131 |
|