Everhart 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 | $2.66M | Buy |
3,378
+879
| +35% | +$692K | 0.31% | 45 |
|
|
2025
Q1 | $1.53M | Buy |
2,499
+127
| +5% | +$78K | 0.21% | 66 |
|
|
2024
Q4 | $1.49M | Sell |
2,372
-100
| -4% | -$62.9K | 0.31% | 57 |
|
|
2024
Q3 | $1.54M | Buy |
2,472
+204
| +9% | +$127K | 0.34% | 50 |
|
|
2024
Q2 | $1.49M | Buy |
2,268
+315
| +16% | +$207K | 0.39% | 45 |
|
|
2024
Q1 | $1.27M | Buy |
1,953
+195
| +11% | +$127K | 0.37% | 51 |
|
|
2023
Q4 | $1.1M | Buy |
1,758
+223
| +15% | +$139K | 0.39% | 52 |
|
|
2023
Q3 | $784K | Buy |
1,535
+85
| +6% | +$43.4K | 0.33% | 62 |
|
|
2023
Q2 | $664K | Buy |
1,450
+92
| +7% | +$42.2K | 0.27% | 75 |
|
|
2023
Q1 | $605K | Buy |
1,358
+519
| +62% | +$231K | 0.27% | 75 |
|
|
2022
Q4 | $327K | Sell |
839
-686
| -45% | -$267K | 0.16% | 111 |
|
|
2022
Q3 | $590K | Buy |
1,525
+479
| +46% | +$185K | 0.33% | 62 |
|
|
2022
Q2 | $403K | Buy |
+1,046
| New | +$403K | 0.24% | 95 |
|