Founders Financial Alliance’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Sell |
927
-10
| -1% | -$7.88K | 0.17% | 128 |
|
|
2025
Q1 | $575K | Buy |
937
+247
| +36% | +$152K | 0.14% | 154 |
|
|
2024
Q4 | $434K | Buy |
690
+14
| +2% | +$8.8K | 0.12% | 167 |
|
|
2024
Q3 | $420K | Hold |
676
| – | – | 0.12% | 174 |
|
|
2024
Q2 | $444K | Buy |
676
+300
| +80% | +$197K | 0.13% | 153 |
|
|
2024
Q1 | $244K | Sell |
376
-59
| -14% | -$38.3K | 0.07% | 232 |
|
|
2023
Q4 | $272K | Buy |
435
+9
| +2% | +$5.62K | 0.11% | 194 |
|
|
2023
Q3 | $218K | Sell |
426
-91
| -18% | -$46.5K | 0.1% | 214 |
|
|
2023
Q2 | $237K | Buy |
+517
| New | +$237K | 0.09% | 228 |
|
|
2022
Q1 | – | Sell |
-386
| Closed | -$249K | – | 457 |
|
|
2021
Q4 | $249K | Buy |
+386
| New | +$249K | 0.1% | 212 |
|
|
2020
Q4 | – | Sell |
-282
| Closed | -$95K | – | 832 |
|
|
2020
Q3 | $95K | Buy |
+282
| New | +$95K | 0.06% | 275 |
|