GoalVest Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$1.84K | – | 446 |
|
|
2025
Q1 | $1.84K | Buy |
+3
| New | +$1.84K | ﹤0.01% | 311 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$511 | – | 431 |
|
|
2023
Q3 | $511 | Buy |
+1
| New | +$511 | ﹤0.01% | 457 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$2.73K | – | 281 |
|
|
2022
Q4 | $2.73K | Sell |
7
-14
| -67% | -$5.45K | ﹤0.01% | 212 |
|
|
2022
Q3 | $8K | Sell |
21
-842
| -98% | -$321K | 0.01% | 197 |
|
|
2022
Q2 | $345K | Buy |
863
+422
| +96% | +$169K | 0.22% | 102 |
|
|
2022
Q1 | $212K | Buy |
+441
| New | +$212K | 0.12% | 107 |
|