Fiduciary Family Office’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Sell |
452
-272
| -38% | -$214K | 0.12% | 141 |
|
2025
Q1 | $445K | Buy |
+724
| New | +$445K | 0.15% | 132 |
|
2024
Q4 | – | Sell |
-838
| Closed | -$520K | – | 142 |
|
2024
Q3 | $520K | Sell |
838
-669
| -44% | -$415K | 0.17% | 128 |
|
2024
Q2 | $990K | Sell |
1,507
-1
| -0.1% | -$657 | 0.39% | 65 |
|
2024
Q1 | $980K | Buy |
1,508
+280
| +23% | +$182K | 0.38% | 69 |
|
2023
Q4 | $768K | Buy |
+1,228
| New | +$768K | 0.34% | 66 |
|