FFT Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,787
Closed -$1.12M 142
2024
Q4
$1.12M Buy
1,787
+528
+42% +$332K 0.08% 59
2024
Q3
$782K Buy
1,259
+50
+4% +$31K 0.06% 62
2024
Q2
$794K Buy
1,209
+457
+61% +$300K 0.07% 57
2024
Q1
$489K Buy
752
+53
+8% +$34.5K 0.04% 78
2023
Q4
$437K Buy
699
+20
+3% +$12.5K 0.04% 64
2023
Q3
$347K Buy
679
+86
+15% +$43.9K 0.04% 55
2023
Q2
$272K Buy
593
+6
+1% +$2.75K 0.03% 79
2023
Q1
$262K Hold
587
0.03% 80
2022
Q4
$228K Buy
587
+48
+9% +$18.7K 0.03% 90
2022
Q3
$209K Buy
+539
New +$209K 0.03% 88