Frank Rimerman 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 | $3.86M | Buy |
4,897
+901
| +23% | +$710K | 0.26% | 58 |
|
|
2025
Q1 | $2.45M | Buy |
3,996
+421
| +12% | +$258K | 0.19% | 86 |
|
|
2024
Q4 | $2.25M | Sell |
3,575
-1,722
| -33% | -$1.08M | 0.16% | 93 |
|
|
2024
Q3 | $3.29M | Sell |
5,297
-700
| -12% | -$435K | 0.23% | 66 |
|
|
2024
Q2 | $3.94M | Buy |
5,997
+5,983
| +42,736% | +$3.93M | 0.28% | 55 |
|
|
2024
Q1 | $9.1K | Hold |
14
| – | – | ﹤0.01% | 175 |
|
|
2023
Q4 | $8.75K | Buy |
+14
| New | +$8.75K | ﹤0.01% | 174 |
|