Ethos 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
Q2 | $221K | Sell |
280
-228
| -45% | -$180K | 0.02% | 400 |
|
|
2025
Q1 | $319K | Hold |
508
| – | – | 0.03% | 310 |
|
|
2024
Q4 | $319K | Buy |
508
+18
| +4% | +$11.3K | 0.04% | 210 |
|
|
2024
Q3 | $304K | Sell |
490
-447
| -48% | -$277K | 0.05% | 200 |
|
|
2024
Q2 | $616K | Buy |
937
+32
| +4% | +$21K | 0.11% | 113 |
|
|
2024
Q1 | $588K | Buy |
905
+181
| +25% | +$118K | 0.11% | 130 |
|
|
2023
Q4 | $453K | Buy |
724
+168
| +30% | +$105K | 0.1% | 144 |
|
|
2023
Q3 | $284K | Sell |
556
-14
| -2% | -$7.15K | 0.07% | 137 |
|
|
2023
Q2 | $254K | Hold |
570
| – | – | 0.09% | 111 |
|
|
2023
Q1 | $254K | Sell |
570
-455
| -44% | -$203K | 0.08% | 132 |
|
|
2022
Q4 | $399K | Buy |
+1,025
| New | +$399K | 0.14% | 88 |
|