Forum Financial Management’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 | $1.32M | Buy |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $961K | Buy |
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|
2024
Q4 | $911K | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $725K | Buy |
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|
2023
Q4 | $693K | Hold |
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $679K | Buy |
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