Fiduciary Alliance’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
1,776
+221
| +14% | +$174K | 0.1% | 185 |
|
|
2025
Q1 | $955K | Buy |
1,555
+1,014
| +187% | +$623K | 0.09% | 172 |
|
|
2024
Q4 | $340K | Buy |
541
+125
| +30% | +$78.6K | 0.03% | 276 |
|
|
2024
Q3 | $258K | Buy |
+416
| New | +$258K | 0.03% | 215 |
|
|
2023
Q3 | – | Sell |
-175
| Closed | -$80.2K | – | 537 |
|
|
2023
Q2 | $80.2K | Buy |
+175
| New | +$80.2K | 0.02% | 240 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$59.2K | – | 478 |
|
|
2022
Q4 | $59.2K | Buy |
+152
| New | +$59.2K | 0.02% | 210 |
|