Evoke 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 | $5.57M | Buy |
7,074
+399
| +6% | +$314K | 0.13% | 71 |
|
|
2025
Q1 | $4.1M | Sell |
6,675
-79
| -1% | -$48.5K | 0.11% | 79 |
|
|
2024
Q4 | $4.24M | Buy |
6,754
+117
| +2% | +$73.5K | 0.12% | 78 |
|
|
2024
Q3 | $4.12M | Buy |
+6,637
| New | +$4.12M | 0.11% | 80 |
|
|
2024
Q2 | – | Sell |
-6,676
| Closed | -$4.34M | – | 235 |
|
|
2024
Q1 | $4.34M | Buy |
+6,676
| New | +$4.34M | 0.13% | 75 |
|
|
2023
Q4 | – | Sell |
-5,500
| Closed | -$2.81M | – | 210 |
|
|
2023
Q3 | $2.81M | Sell |
5,500
-900
| -14% | -$460K | 0.1% | 96 |
|
|
2023
Q2 | $2.93M | Buy |
6,400
+15
| +0.2% | +$6.87K | 0.1% | 91 |
|
|
2023
Q1 | $2.85M | Buy |
6,385
+30
| +0.5% | +$13.4K | 0.1% | 95 |
|
|
2022
Q4 | $2.47M | Hold |
6,355
| – | – | 0.09% | 103 |
|
|
2022
Q3 | $2.46M | Sell |
6,355
-5
| -0.1% | -$1.94K | 0.1% | 92 |
|
|
2022
Q2 | $2.45M | Buy |
6,360
+29
| +0.5% | +$11.2K | 0.09% | 99 |
|
|
2022
Q1 | $3.04M | Sell |
6,331
-2
| -0% | -$962 | 0.1% | 95 |
|
|
2021
Q4 | $4.07M | Hold |
6,333
| – | – | 0.13% | 83 |
|
|
2021
Q3 | $3.42M | Sell |
6,333
-21
| -0.3% | -$11.3K | 0.13% | 92 |
|
|
2021
Q2 | $3.12M | Buy |
6,354
+5,009
| +372% | +$2.46M | 0.12% | 96 |
|
|
2021
Q1 | $515K | Buy |
1,345
+57
| +4% | +$21.8K | 0.02% | 213 |
|
|
2020
Q4 | $489K | Hold |
1,288
| – | – | 0.03% | 151 |
|
|
2020
Q3 | $420K | Hold |
1,288
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $382K | Buy |
1,288
+2
| +0.2% | +$593 | 0.04% | 136 |
|
|
2020
Q1 | $296K | Sell |
1,286
-40
| -3% | -$9.2K | 0.04% | 142 |
|
|
2019
Q4 | $347K | Sell |
1,326
-15
| -1% | -$3.93K | 0.04% | 154 |
|
|
2019
Q3 | $357K | Buy |
+1,341
| New | +$357K | 0.04% | 176 |
|