Fidelis Capital Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
1,947
+117
| +6% | +$91.2K | 0.14% | 129 |
|
|
2025
Q1 | $1.14M | Buy |
1,830
+114
| +7% | +$71.2K | 0.12% | 140 |
|
|
2024
Q4 | $1.03M | Buy |
1,716
+222
| +15% | +$133K | 0.1% | 165 |
|
|
2024
Q3 | $899K | Buy |
1,494
+126
| +9% | +$75.9K | 0.11% | 163 |
|
|
2024
Q2 | $834K | Sell |
1,368
-123
| -8% | -$75K | 0.12% | 152 |
|
|
2024
Q1 | $969K | Sell |
1,491
-120
| -7% | -$78K | 0.15% | 132 |
|
|
2023
Q4 | $1.01M | Buy |
1,611
+183
| +13% | +$114K | 0.22% | 92 |
|
|
2023
Q3 | $730K | Sell |
1,428
-5
| -0.3% | -$2.56K | 0.25% | 95 |
|
|
2023
Q2 | $657K | Buy |
1,433
+101
| +8% | +$46.3K | 0.24% | 101 |
|
|
2023
Q1 | $567K | Buy |
1,332
+634
| +91% | +$270K | 0.24% | 104 |
|
|
2022
Q4 | $276K | Buy |
+698
| New | +$276K | 0.33% | 86 |
|