Envestnet Portfolio Solutions’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
22,435
-836
| -4% | -$658K | 0.07% | 141 |
|
|
2025
Q1 | $14.3M | Sell |
23,271
-4,227
| -15% | -$2.6M | 0.05% | 171 |
|
|
2024
Q4 | $17.3M | Sell |
27,498
-270
| -1% | -$170K | 0.06% | 155 |
|
|
2024
Q3 | $17.2M | Buy |
27,768
+480
| +2% | +$298K | 0.06% | 165 |
|
|
2024
Q2 | $17.9M | Buy |
27,288
+580
| +2% | +$381K | 0.06% | 152 |
|
|
2024
Q1 | $17.4M | Buy |
26,708
+1,952
| +8% | +$1.27M | 0.07% | 153 |
|
|
2023
Q4 | $15.5M | Buy |
24,756
+678
| +3% | +$424K | 0.06% | 149 |
|
|
2023
Q3 | $12.3M | Buy |
+24,078
| New | +$12.3M | 0.06% | 160 |
|