Financial Synergies Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$1.95K | – | 247 |
|
|
2024
Q1 | $1.95K | Hold |
3
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $1.17K | Hold |
3
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $1.53K | Hold |
3
| – | – | ﹤0.01% | 331 |
|
|
2023
Q2 | $1.38K | Hold |
3
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $1.34K | Hold |
3
| – | – | ﹤0.01% | 349 |
|
|
2022
Q4 | $1.17K | Hold |
3
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $1.16K | Sell |
3
-2
| -40% | -$775 | ﹤0.01% | 282 |
|
|
2022
Q2 | $1.93K | Buy |
+5
| New | +$1.93K | ﹤0.01% | 238 |
|