Fortis Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $273K | Hold |
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|
2025
Q2 | $315K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $155K | Hold |
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|
2022
Q2 | $154K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $196K | Hold |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $152K | Hold |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $118K | Buy |
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|
2020
Q1 | $69K | Buy |
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