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 |
|