Geneos Wealth 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 | $324K | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $638K | Buy |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $824K | Sell |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q2 | $621K | Buy |
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|
2023
Q1 | $165K | Sell |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $882K | Buy |
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|
2021
Q3 | $744K | Buy |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $574K | Buy |
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|
2020
Q4 | $482K | Buy |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $441K | Buy |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $384K | Sell |
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|
2019
Q1 | $389K | Sell |
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|
2018
Q4 | $293K | Buy |
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|
2018
Q3 | $322K | Buy |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $207K | Sell |
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|
2017
Q4 | $206K | Hold |
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|
2017
Q3 | $185K | Buy |
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|
2017
Q2 | $171K | Buy |
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|
2017
Q1 | $123K | Buy |
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|
2016
Q4 | $119K | Hold |
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|
2016
Q3 | $115K | Buy |
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|
2016
Q2 | $114K | Hold |
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|
2016
Q1 | $107K | Buy |
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