Great Lakes Retirement’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
866
-23
| -3% | -$18.1K | 0.08% | 158 |
|
|
2025
Q1 | $546K | Sell |
889
-88
| -9% | -$54K | 0.07% | 170 |
|
|
2024
Q4 | $614K | Sell |
977
-69
| -7% | -$43.4K | 0.08% | 166 |
|
|
2024
Q3 | $649K | Buy |
1,046
+5
| +0.5% | +$3.1K | 0.08% | 160 |
|
|
2024
Q2 | $684K | Sell |
1,041
-577
| -36% | -$379K | 0.09% | 153 |
|
|
2024
Q1 | $1.05M | Sell |
1,618
-24
| -1% | -$15.6K | 0.16% | 130 |
|
|
2023
Q4 | $1.03M | Sell |
1,642
-64
| -4% | -$40K | 0.17% | 123 |
|
|
2023
Q3 | $872K | Sell |
1,706
-74
| -4% | -$37.8K | 0.16% | 129 |
|
|
2023
Q2 | $816K | Sell |
1,780
-18
| -1% | -$8.25K | 0.14% | 138 |
|
|
2023
Q1 | $802K | Buy |
+1,798
| New | +$802K | 0.15% | 131 |
|
|
2020
Q1 | $205K | Sell |
913
-697
| -43% | -$157K | 0.09% | 138 |
|
|
2019
Q4 | $423K | Buy |
+1,610
| New | +$423K | 0.13% | 144 |
|