Fortune Financial 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 | $656K | Buy |
833
+7
| +0.8% | +$5.52K | 0.53% | 52 |
|
|
2025
Q1 | $507K | Buy |
826
+70
| +9% | +$43K | 0.44% | 60 |
|
|
2024
Q4 | $475K | Hold |
756
| – | – | 0.43% | 59 |
|
|
2024
Q3 | $469K | Hold |
756
| – | – | 0.43% | 62 |
|
|
2024
Q2 | $497K | Hold |
756
| – | – | 0.3% | 84 |
|
|
2024
Q1 | $491K | Sell |
756
-136
| -15% | -$88.4K | 0.31% | 87 |
|
|
2023
Q4 | $557K | Buy |
892
+1
| +0.1% | +$625 | 0.39% | 67 |
|
|
2023
Q3 | $455K | Buy |
891
+32
| +4% | +$16.4K | 0.35% | 75 |
|
|
2023
Q2 | $394K | Buy |
+859
| New | +$394K | 0.3% | 82 |
|