Forum Financial Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
1,545
-20
| -1% | -$15.8K | 0.02% | 182 |
|
|
2025
Q1 | $961K | Buy |
1,565
+115
| +8% | +$70.6K | 0.02% | 216 |
|
|
2024
Q4 | $911K | Buy |
1,450
+331
| +30% | +$208K | 0.02% | 220 |
|
|
2024
Q3 | $695K | Buy |
1,119
+8
| +0.7% | +$4.97K | 0.01% | 246 |
|
|
2024
Q2 | $730K | Sell |
1,111
-5
| -0.4% | -$3.29K | 0.01% | 222 |
|
|
2024
Q1 | $725K | Buy |
1,116
+8
| +0.7% | +$5.2K | 0.01% | 242 |
|
|
2023
Q4 | $693K | Hold |
1,108
| – | – | 0.01% | 215 |
|
|
2023
Q3 | $566K | Buy |
1,108
+20
| +2% | +$10.2K | 0.01% | 255 |
|
|
2023
Q2 | $499K | Buy |
1,088
+23
| +2% | +$10.5K | 0.01% | 295 |
|
|
2023
Q1 | $475K | Buy |
1,065
+6
| +0.6% | +$2.68K | 0.01% | 276 |
|
|
2022
Q4 | $412K | Sell |
1,059
-370
| -26% | -$144K | 0.01% | 294 |
|
|
2022
Q3 | $553K | Sell |
1,429
-156
| -10% | -$60.4K | 0.03% | 203 |
|
|
2022
Q2 | $611K | Buy |
1,585
+653
| +70% | +$252K | 0.03% | 196 |
|
|
2022
Q1 | $448K | Sell |
932
-123
| -12% | -$59.1K | 0.02% | 264 |
|
|
2021
Q4 | $679K | Buy |
+1,055
| New | +$679K | 0.03% | 179 |
|