Global Financial Private Client’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 | $202K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $169K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $106K | Buy |
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|
2024
Q2 | $84.8K | Hold |
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|
2024
Q1 | $82.5K | Hold |
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|
2023
Q4 | $80.6K | Hold |
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|
2023
Q3 | $66.8K | Hold |
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|
2023
Q2 | $58.3K | Hold |
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|
2023
Q1 | $56.8K | Hold |
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|
2022
Q4 | $50.2K | Hold |
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|
2022
Q3 | $51.2K | Hold |
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|
2022
Q2 | $50.1K | Buy |
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|
2022
Q1 | $2.9K | Hold |
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|
2021
Q4 | $3.86K | Hold |
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|
2021
Q3 | $3.26K | Hold |
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|
2021
Q2 | $2.95K | Hold |
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|
2021
Q1 | $2.37K | Hold |
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|
2020
Q4 | $2.28K | Buy |
|