FSA Wealth 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
$1.58M Sell
2,000
-37
-2% -$29.1K 0.61% 16
2025
Q1
$1.25M Sell
2,037
-16
-0.8% -$9.82K 0.53% 17
2024
Q4
$1.29M Sell
2,053
-49
-2% -$30.8K 0.52% 17
2024
Q3
$1.31M Buy
+2,102
New +$1.31M 0.52% 17
2024
Q1
$1.4M Sell
2,159
-13
-0.6% -$8.45K 0.61% 14
2023
Q4
$1.36M Hold
2,172
0.64% 14
2023
Q3
$1.11M Buy
2,172
+16
+0.7% +$8.18K 0.62% 16
2023
Q2
$988K Sell
2,156
-28
-1% -$12.8K 0.53% 17
2023
Q1
$974K Hold
2,184
0.57% 17
2022
Q4
$850K Hold
2,184
0.49% 19
2022
Q3
$846K Buy
2,184
+121
+6% +$46.9K 0.59% 18
2022
Q2
$795K Sell
2,063
-83
-4% -$32K 2.2% 10
2022
Q1
$1.38M Hold
2,146
0.8% 17
2021
Q4
$1.38M Sell
2,146
-20
-0.9% -$12.9K 0.8% 17
2021
Q3
$1.17M Hold
2,166
0.73% 17
2021
Q2
$1.06M Sell
2,166
-104
-5% -$51K 0.67% 18
2021
Q1
$870K Sell
2,270
-60
-3% -$23K 0.58% 19
2020
Q4
$885K Sell
2,330
-45
-2% -$17.1K 0.44% 19
2020
Q3
$775K Buy
+2,375
New +$775K 0.5% 20