Fortis Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
400
| – | – | 0.2% | 82 |
|
|
2025
Q1 | $246K | Hold |
400
| – | – | 0.16% | 99 |
|
|
2024
Q4 | $251K | Hold |
400
| – | – | 0.17% | 95 |
|
|
2024
Q3 | $248K | Hold |
400
| – | – | 0.16% | 96 |
|
|
2024
Q2 | $263K | Hold |
400
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $260K | Hold |
400
| – | – | 0.17% | 82 |
|
|
2023
Q4 | $250K | Hold |
400
| – | – | 0.18% | 78 |
|
|
2023
Q3 | $204K | Buy |
+400
| New | +$204K | 0.15% | 85 |
|
|
2023
Q2 | – | Sell |
-400
| Closed | -$178K | – | 169 |
|
|
2023
Q1 | $178K | Hold |
400
| – | – | 0.12% | 89 |
|
|
2022
Q4 | $156K | Hold |
400
| – | – | 0.12% | 90 |
|
|
2022
Q3 | $155K | Hold |
400
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $154K | Hold |
400
| – | – | 0.1% | 105 |
|
|
2022
Q1 | $192K | Hold |
400
| – | – | 0.11% | 106 |
|
|
2021
Q4 | $257K | Hold |
400
| – | – | 0.15% | 89 |
|
|
2021
Q3 | $216K | Hold |
400
| – | – | 0.13% | 88 |
|
|
2021
Q2 | $196K | Hold |
400
| – | – | 0.11% | 98 |
|
|
2021
Q1 | $153K | Hold |
400
| – | – | 0.11% | 84 |
|
|
2020
Q4 | $152K | Hold |
400
| – | – | 0.13% | 64 |
|
|
2020
Q3 | $130K | Hold |
400
| – | – | 0.12% | 62 |
|
|
2020
Q2 | $118K | Buy |
400
+100
| +33% | +$29.5K | 0.12% | 75 |
|
|
2020
Q1 | $69K | Buy |
+300
| New | +$69K | 0.05% | 166 |
|