Financial Gravity Asset Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08M	Buy	4,809 +490	+11%	+$234K	0.37%	63
2025 Q4	$2.86M	Buy	4,319 +334	+8%	+$221K	0.55%	45
2025 Q3	$2.72M	Buy	+3,985	New	+$2.87M	0.54%	45
2025 Q1	$2.28M	Buy	+3,721	New	+$2.23M	0.5%	50
2024 Q2	$2.39M	Sell	3,637 -3,363	-48%	-$2.09M	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%	+$1.93M	0.96%	40
2023 Q3	$88.1M	Buy	48,617 +45,996	+1,755%	+$23.3M	0.97%	38
2023 Q2	$5.09K	Buy	2,621 +25	+1%	+$10.9K	0.01%	474
2023 Q1	$1.52K	Buy	2,596 +1,616	+165%	+$663K	0.05%	327
2022 Q4	$2.79K	Sell	980 -2,712	-73%	-$1.08M	0.01%	490
2022 Q3	$735	Sell	3,692 -1,118	-23%	-$483K	0.02%	366
2022 Q2	$1.17K	Buy	4,810 +352	+8%	+$146K	0.04%	311
2022 Q1	$911	Sell	4,458 -2,107	-32%	-$1.08M	0.03%	348
2021 Q4	$1.57K	Buy	6,565 +5,189	+377%	+$3.2M	0.04%	349
2021 Q3	$1.29M	Sell	1,376 -1,629	-54%	-$878K	0.61%	31
2021 Q2	$1.96M	Buy	3,005 +213	+8%	+$92.4K	0.7%	29
2021 Q1	$2.04K	Buy	2,792 +1,140	+69%	+$439K	0.04%	240
2020 Q4	$627K	Buy	+1,652	New	+$580K	0.57%	42
2020 Q2	–	Sell	-590	Closed	-$13.9K	–	439
2020 Q1	$13.9K	Buy	590 +296	+101%	+$80.1K	0.04%	162
2019 Q4	$339K	Buy	294 +247	+526%	+$64.6K	0.23%	42
2019 Q3	$12K	Hold	47	–	–	0.01%	573
2019 Q2	$12K	Sell	47 -60	-56%	-$15.2K	0.01%	553
2019 Q1	$28K	Buy	+107	New	+$24.7K	0.02%	391
2018 Q3	$122K	Buy	609 +240	+65%	+$51.6K	0.13%	176
2018 Q2	$78K	Sell	369 -13	-3%	-$2.49K	0.07%	248
2018 Q1	$71K	Buy	+382	New	+$64.3K	0.07%	240