Elmwood 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 | $1.94M | Sell |
2,461
-21
| -0.8% | -$16.5K | 0.77% | 52 |
|
|
2025
Q1 | $1.52M | Sell |
2,482
-143
| -5% | -$87.8K | 0.63% | 56 |
|
|
2024
Q4 | $1.65M | Hold |
2,625
| – | – | 0.67% | 55 |
|
|
2024
Q3 | $1.63M | Sell |
2,625
-13
| -0.5% | -$8.07K | 0.67% | 57 |
|
|
2024
Q2 | $1.73M | Sell |
2,638
-100
| -4% | -$65.7K | 0.77% | 50 |
|
|
2024
Q1 | $1.78M | Buy |
2,738
+1,123
| +70% | +$730K | 0.76% | 51 |
|
|
2023
Q4 | $1.01M | Sell |
1,615
-1,187
| -42% | -$742K | 0.71% | 48 |
|
|
2023
Q3 | $1.43M | Sell |
2,802
-29
| -1% | -$14.8K | 0.69% | 50 |
|
|
2023
Q2 | $1.3M | Sell |
2,831
-31
| -1% | -$14.2K | 0.6% | 55 |
|
|
2023
Q1 | $1.28M | Sell |
2,862
-132
| -4% | -$58.9K | 0.6% | 56 |
|
|
2022
Q4 | $1.17M | Sell |
2,994
-10
| -0.3% | -$3.89K | 0.58% | 58 |
|
|
2022
Q3 | $1.16M | Buy |
3,004
+30
| +1% | +$11.6K | 0.58% | 58 |
|
|
2022
Q2 | $1.15M | Sell |
2,974
-50
| -2% | -$19.3K | 0.65% | 58 |
|
|
2022
Q1 | $1.45M | Buy |
3,024
+30
| +1% | +$14.4K | 0.75% | 55 |
|
|
2021
Q4 | $1.93M | Buy |
+2,994
| New | +$1.93M | 0.92% | 39 |
|
|
2021
Q2 | $1.52M | Hold |
3,109
| – | – | 0.8% | 45 |
|
|
2021
Q1 | $1.19M | Buy |
+3,109
| New | +$1.19M | 0.73% | 50 |
|
|
2020
Q3 | $974K | Hold |
3,289
| – | – | 0.79% | 41 |
|
|
2020
Q2 | $974K | Sell |
3,289
-1,632
| -33% | -$483K | 0.79% | 41 |
|
|
2020
Q1 | $853K | Buy |
4,921
+846
| +21% | +$147K | 0.82% | 45 |
|
|
2019
Q4 | $1.07M | Sell |
4,075
-81
| -2% | -$21.2K | 0.93% | 43 |
|
|
2019
Q3 | $1.11M | Sell |
4,156
-1
| -0% | -$266 | 1.12% | 34 |
|
|
2019
Q2 | $1.09M | Sell |
4,157
-100
| -2% | -$26.1K | 0.96% | 36 |
|
|
2019
Q1 | $1.11M | Sell |
4,257
-210
| -5% | -$54.9K | 1.03% | 35 |
|
|
2018
Q4 | $879K | Sell |
4,467
-136
| -3% | -$26.8K | 0.85% | 40 |
|
|
2018
Q3 | $1.05M | Sell |
4,603
-118
| -2% | -$26.8K | 0.87% | 44 |
|
|
2018
Q2 | $965K | Sell |
4,721
-200
| -4% | -$40.9K | 0.88% | 42 |
|
|
2018
Q1 | $853K | Buy |
+4,921
| New | +$853K | 0.82% | 45 |
|