Grunden Financial 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 | $361K | Sell |
458
-36
| -7% | -$28.4K | 0.16% | 21 |
|
|
2025
Q1 | $303K | Hold |
494
| – | – | 0.15% | 19 |
|
|
2024
Q4 | $311K | Hold |
494
| – | – | 0.15% | 19 |
|
|
2024
Q3 | $307K | Hold |
494
| – | – | 0.15% | 19 |
|
|
2024
Q2 | $325K | Hold |
494
| – | – | 0.17% | 18 |
|
|
2024
Q1 | $321K | Hold |
494
| – | – | 0.17% | 18 |
|
|
2023
Q4 | $309K | Buy |
+494
| New | +$309K | 0.17% | 17 |
|