Financial Gravity Asset 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
$2.28M Buy
+3,721
New +$2.28M 0.5% 50
2024
Q2
$2.39M Sell
3,637
-3,363
-48% -$2.21M 0.6% 43
2024
Q1
$4.46M Sell
7,000
-45,119
-87% -$28.8M 0.6% 41
2023
Q4
$90.3M Buy
52,119
+3,502
+7% +$6.07M 0.96% 40
2023
Q3
$88.1M Buy
48,617
+45,996
+1,755% +$83.4M 0.97% 38
2023
Q2
$5.09K Buy
2,621
+25
+1% +$49 0.01% 474
2023
Q1
$1.52K Buy
2,596
+1,616
+165% +$944 0.05% 327
2022
Q4
$2.79K Sell
980
-2,712
-73% -$7.71K 0.01% 490
2022
Q3
$735 Sell
3,692
-1,118
-23% -$223 0.02% 366
2022
Q2
$1.17K Buy
4,810
+352
+8% +$86 0.04% 311
2022
Q1
$911 Sell
4,458
-2,107
-32% -$431 0.03% 348
2021
Q4
$1.57K Buy
6,565
+5,189
+377% +$1.24K 0.04% 349
2021
Q3
$1.29M Sell
1,376
-1,629
-54% -$1.52M 0.61% 31
2021
Q2
$1.96M Buy
3,005
+213
+8% +$139K 0.7% 29
2021
Q1
$2.04K Buy
2,792
+1,140
+69% +$833 0.04% 240
2020
Q4
$627K Buy
+1,652
New +$627K 0.57% 42
2020
Q2
Sell
-590
Closed -$13.9K 439
2020
Q1
$13.9K Buy
590
+296
+101% +$6.97K 0.04% 162
2019
Q4
$339K Buy
294
+247
+526% +$285K 0.23% 42
2019
Q3
$12K Hold
47
0.01% 573
2019
Q2
$12K Sell
47
-60
-56% -$15.3K 0.01% 553
2019
Q1
$28K Buy
+107
New +$28K 0.02% 391
2018
Q3
$122K Buy
609
+240
+65% +$48.1K 0.13% 176
2018
Q2
$78K Sell
369
-13
-3% -$2.75K 0.07% 248
2018
Q1
$71K Buy
+382
New +$71K 0.07% 240