Geneos 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 | $1.22M | Sell |
1,552
-344
| -18% | -$271K | 0.03% | 486 |
|
|
2025
Q1 | $2.09M | Buy |
1,896
+882
| +87% | +$973K | 0.03% | 478 |
|
|
2024
Q4 | $638K | Buy |
1,014
+8
| +0.8% | +$5.03K | 0.02% | 526 |
|
|
2024
Q3 | $625K | Buy |
1,006
+549
| +120% | +$341K | 0.02% | 504 |
|
|
2024
Q2 | $300K | Sell |
457
-813
| -64% | -$534K | 0.01% | 608 |
|
|
2024
Q1 | $825K | Sell |
1,270
-49
| -4% | -$31.8K | 0.04% | 386 |
|
|
2023
Q4 | $824K | Sell |
1,319
-69
| -5% | -$43.1K | 0.04% | 360 |
|
|
2023
Q3 | $709K | Buy |
1,388
+34
| +3% | +$17.4K | 0.04% | 387 |
|
|
2023
Q2 | $621K | Buy |
1,354
+985
| +267% | +$451K | 0.03% | 421 |
|
|
2023
Q1 | $165K | Sell |
369
-211
| -36% | -$94.1K | 0.01% | 702 |
|
|
2022
Q4 | $226K | Hold |
580
| – | – | 0.01% | 599 |
|
|
2022
Q3 | $224K | Sell |
580
-573
| -50% | -$221K | 0.02% | 570 |
|
|
2022
Q2 | $447K | Buy |
1,153
+111
| +11% | +$43K | 0.02% | 526 |
|
|
2022
Q1 | $501K | Sell |
1,042
-330
| -24% | -$159K | 0.02% | 530 |
|
|
2021
Q4 | $882K | Buy |
1,372
+3
| +0.2% | +$1.93K | 0.03% | 432 |
|
|
2021
Q3 | $744K | Buy |
1,369
+91
| +7% | +$49.5K | 0.03% | 470 |
|
|
2021
Q2 | $636K | Sell |
1,278
-115
| -8% | -$57.2K | 0.02% | 500 |
|
|
2021
Q1 | $574K | Buy |
1,393
+2
| +0.1% | +$824 | 0.02% | 605 |
|
|
2020
Q4 | $482K | Buy |
1,391
+94
| +7% | +$32.6K | 0.02% | 550 |
|
|
2020
Q3 | $413K | Buy |
1,297
+4
| +0.3% | +$1.27K | 0.02% | 481 |
|
|
2020
Q2 | $370K | Sell |
1,293
-630
| -33% | -$180K | 0.02% | 484 |
|
|
2020
Q1 | $441K | Buy |
1,923
+283
| +17% | +$64.9K | 0.03% | 398 |
|
|
2019
Q4 | $437K | Buy |
1,640
+177
| +12% | +$47.2K | 0.02% | 471 |
|
|
2019
Q3 | $385K | Sell |
1,463
-10
| -0.7% | -$2.63K | 0.02% | 466 |
|
|
2019
Q2 | $384K | Sell |
1,473
-16
| -1% | -$4.17K | 0.02% | 487 |
|
|
2019
Q1 | $389K | Sell |
1,489
-8
| -0.5% | -$2.09K | 0.03% | 467 |
|
|
2018
Q4 | $293K | Buy |
1,497
+77
| +5% | +$15.1K | 0.02% | 496 |
|
|
2018
Q3 | $322K | Buy |
1,420
+295
| +26% | +$66.9K | 0.02% | 489 |
|
|
2018
Q2 | $229K | Sell |
1,125
-70
| -6% | -$14.2K | 0.02% | 534 |
|
|
2018
Q1 | $207K | Sell |
1,195
-112
| -9% | -$19.4K | 0.02% | 534 |
|
|
2017
Q4 | $206K | Hold |
1,307
| – | – | 0.02% | 528 |
|
|
2017
Q3 | $185K | Buy |
1,307
+15
| +1% | +$2.12K | 0.02% | 529 |
|
|
2017
Q2 | $171K | Buy |
1,292
+225
| +21% | +$29.8K | 0.02% | 536 |
|
|
2017
Q1 | $123K | Buy |
1,067
+20
| +2% | +$2.31K | 0.01% | 604 |
|
|
2016
Q4 | $119K | Hold |
1,047
| – | – | 0.02% | 569 |
|
|
2016
Q3 | $115K | Buy |
1,047
+22
| +2% | +$2.42K | 0.02% | 567 |
|
|
2016
Q2 | $114K | Hold |
1,025
| – | – | 0.02% | 557 |
|
|
2016
Q1 | $107K | Buy |
+1,025
| New | +$107K | 0.02% | 561 |
|