Delta Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $857K | Hold |
1,398
| – | – | 0.2% | 84 |
|
|
2024
Q4 | $879K | Buy |
+1,398
| New | +$879K | 0.21% | 80 |
|
|
2024
Q2 | – | Sell |
-1,429
| Closed | -$929K | – | 167 |
|
|
2024
Q1 | $929K | Hold |
1,429
| – | – | 0.27% | 67 |
|
|
2023
Q4 | $893K | Buy |
1,429
+1
| +0.1% | +$625 | 0.28% | 64 |
|
|
2023
Q3 | $730K | Buy |
+1,428
| New | +$730K | 0.25% | 74 |
|
|
2023
Q2 | – | Sell |
-1,408
| Closed | -$628K | – | 139 |
|
|
2023
Q1 | $628K | Hold |
1,408
| – | – | 0.25% | 76 |
|
|
2022
Q4 | $540K | Buy |
+1,408
| New | +$540K | 0.24% | 80 |
|