Elk River Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
13,896
-208
| -1% | -$164K | 1.88% | 15 |
|
|
2025
Q1 | $8.66M | Sell |
14,104
-72
| -0.5% | -$44.2K | 1.62% | 19 |
|
|
2024
Q4 | $8.91M | Buy |
14,176
+8
| +0.1% | +$5.03K | 1.61% | 17 |
|
|
2024
Q3 | $8.8M | Buy |
14,168
+136
| +1% | +$84.5K | 1.6% | 18 |
|
|
2024
Q2 | $9.22M | Buy |
14,032
+120
| +0.9% | +$78.9K | 1.8% | 14 |
|
|
2024
Q1 | $9.04M | Sell |
13,912
-1,397
| -9% | -$908K | 1.84% | 15 |
|
|
2023
Q4 | $9.57M | Buy |
15,309
+47
| +0.3% | +$29.4K | 1.84% | 16 |
|
|
2023
Q3 | $7.8M | Buy |
15,262
+21
| +0.1% | +$10.7K | 1.73% | 15 |
|
|
2023
Q2 | $6.98M | Sell |
15,241
-388
| -2% | -$178K | 1.5% | 23 |
|
|
2023
Q1 | $6.97M | Buy |
15,629
+470
| +3% | +$210K | 1.58% | 19 |
|
|
2022
Q4 | $5.9M | Sell |
15,159
-42
| -0.3% | -$16.3K | 1.43% | 24 |
|
|
2022
Q3 | $5.89M | Buy |
15,201
+416
| +3% | +$161K | 1.55% | 21 |
|
|
2022
Q2 | $5.7M | Buy |
14,785
+286
| +2% | +$110K | 1.44% | 22 |
|
|
2022
Q1 | $6.97M | Buy |
14,499
+893
| +7% | +$429K | 1.52% | 19 |
|
|
2021
Q4 | $8.75M | Buy |
13,606
+167
| +1% | +$107K | 1.98% | 13 |
|
|
2021
Q3 | $7.25M | Buy |
13,439
+378
| +3% | +$204K | 1.83% | 14 |
|
|
2021
Q2 | $6.4M | Buy |
13,061
+155
| +1% | +$76K | 1.66% | 20 |
|
|
2021
Q1 | $4.94M | Buy |
12,906
+1,039
| +9% | +$398K | 1.41% | 23 |
|
|
2020
Q4 | $4.51M | Buy |
+11,867
| New | +$4.51M | 1.49% | 21 |
|