GeoWealth 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 | $2.43M | Buy |
3,087
+214
| +7% | +$169K | 0.09% | 127 |
|
|
2025
Q1 | $1.76M | Sell |
2,873
-517
| -15% | -$317K | 0.07% | 162 |
|
|
2024
Q4 | $2.13M | Buy |
3,390
+180
| +6% | +$113K | 0.07% | 180 |
|
|
2024
Q3 | $1.99M | Sell |
3,210
-201
| -6% | -$125K | 0.07% | 188 |
|
|
2024
Q2 | $2.24M | Buy |
3,411
+609
| +22% | +$400K | 0.1% | 147 |
|
|
2024
Q1 | $1.82M | Buy |
2,802
+1,007
| +56% | +$655K | 0.07% | 190 |
|
|
2023
Q4 | $1.12M | Buy |
+1,795
| New | +$1.12M | 0.09% | 197 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$1K | – | 455 |
|
|
2023
Q1 | $1K | Sell |
2
-783
| -100% | -$392K | ﹤0.01% | 377 |
|
|
2022
Q4 | $305K | Sell |
785
-826
| -51% | -$321K | 0.03% | 195 |
|
|
2022
Q3 | $624K | Sell |
1,611
-96
| -6% | -$37.2K | 0.07% | 145 |
|
|
2022
Q2 | $658K | Sell |
1,707
-151
| -8% | -$58.2K | 0.09% | 132 |
|
|
2022
Q1 | $893K | Buy |
1,858
+302
| +19% | +$145K | 0.08% | 158 |
|
|
2021
Q4 | $1M | Buy |
1,556
+1,287
| +478% | +$829K | 0.08% | 149 |
|
|
2021
Q3 | $145K | Buy |
+269
| New | +$145K | 0.01% | 303 |
|