GeoWealth 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 | $2.09M | Sell |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.99M | Sell |
|
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.82M | Buy |
|
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1K | Sell |
|
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $624K | Sell |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $893K | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $145K | Buy |
|