Endowment 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 | $411K | Sell |
522
-12
| -2% | -$9.46K | 0.21% | 87 |
|
|
2025
Q1 | $328K | Buy |
534
+11
| +2% | +$6.75K | 0.21% | 94 |
|
|
2024
Q4 | $329K | Sell |
523
-16
| -3% | -$10.1K | 0.22% | 90 |
|
|
2024
Q3 | $335K | Sell |
539
-17
| -3% | -$10.6K | 0.22% | 91 |
|
|
2024
Q2 | $366K | Buy |
556
+1
| +0.2% | +$658 | 0.27% | 75 |
|
|
2024
Q1 | $361K | Sell |
555
-29
| -5% | -$18.8K | 0.27% | 81 |
|
|
2023
Q4 | $365K | Sell |
584
-18
| -3% | -$11.3K | 0.3% | 73 |
|
|
2023
Q3 | $308K | Buy |
602
+2
| +0.3% | +$1.02K | 0.28% | 89 |
|
|
2023
Q2 | $275K | Buy |
+600
| New | +$275K | 0.25% | 102 |
|