Evergreen Private Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Buy |
7,815
+360
| +5% | +$284K | 2.58% | 13 |
|
|
2025
Q1 | $4.58M | Buy |
7,455
+227
| +3% | +$139K | 2.14% | 21 |
|
|
2024
Q4 | $4.54M | Buy |
7,228
+47
| +0.7% | +$29.5K | 2.13% | 20 |
|
|
2024
Q3 | $4.46M | Buy |
7,181
+110
| +2% | +$68.3K | 2.07% | 22 |
|
|
2024
Q2 | $4.65M | Buy |
7,071
+117
| +2% | +$76.9K | 2.29% | 16 |
|
|
2024
Q1 | $4.52M | Sell |
6,954
-3,307
| -32% | -$2.15M | 2.26% | 16 |
|
|
2023
Q4 | $6.41M | Buy |
+10,261
| New | +$6.41M | 3.46% | 5 |
|