Fermata Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
316
-137
| -30% | -$108K | 0.07% | 193 |
|
|
2025
Q1 | $278K | Sell |
453
-112
| -20% | -$68.8K | 0.05% | 227 |
|
|
2024
Q4 | $355K | Sell |
565
-33
| -6% | -$20.7K | 0.07% | 184 |
|
|
2024
Q3 | $371K | Buy |
598
+32
| +6% | +$19.9K | 0.08% | 154 |
|
|
2024
Q2 | $372K | Buy |
566
+10
| +2% | +$6.58K | 0.09% | 143 |
|
|
2024
Q1 | $361K | Buy |
556
+233
| +72% | +$151K | 0.08% | 142 |
|
|
2023
Q4 | $202K | Buy |
+323
| New | +$202K | 0.05% | 178 |
|