Fortitude Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $269K | Buy |
+341
| New | +$269K | 0.15% | 155 |
|
2023
Q3 | – | Sell |
-533
| Closed | -$244K | – | 213 |
|
2023
Q2 | $244K | Buy |
533
+3
| +0.6% | +$1.38K | 0.18% | 149 |
|
2023
Q1 | $236K | Buy |
+530
| New | +$236K | 0.18% | 156 |
|
2022
Q2 | – | Sell |
-203
| Closed | -$98K | – | 707 |
|
2022
Q1 | $98K | Sell |
203
-93
| -31% | -$44.9K | 0.05% | 343 |
|
2021
Q4 | $191K | Buy |
+296
| New | +$191K | 0.1% | 204 |
|