
Focus Partners Wealth’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $108M | Buy |
137,265
+358
| +0.3% | +$282K | 0.23% | 87 |
|
2025
Q1 | $84.1M | Sell |
136,907
-9,332
| -6% | -$5.73M | 0.21% | 103 |
|
2024
Q4 | $91.9M | Buy |
146,239
+2,524
| +2% | +$1.59M | 0.24% | 90 |
|
2024
Q3 | $89.2M | Sell |
143,715
-137,215
| -49% | -$85.2M | 0.28% | 76 |
|
2024
Q2 | $185M | Buy |
280,930
+195,121
| +227% | +$128M | 0.62% | 35 |
|
2024
Q1 | $55.8M | Buy |
85,809
+1,631
| +2% | +$1.06M | 0.45% | 51 |
|
2023
Q4 | $52.6M | Buy |
+84,178
| New | +$52.6M | 0.69% | 26 |
|