Herold Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
3,381
-958
| -22% | -$755K | 0.56% | 49 |
|
|
2025
Q1 | $2.66M | Sell |
4,339
-313
| -7% | -$192K | 0.59% | 46 |
|
|
2024
Q4 | $2.92M | Sell |
4,652
-242
| -5% | -$152K | 0.64% | 42 |
|
|
2024
Q3 | $3.04M | Sell |
4,894
-34
| -0.7% | -$21.1K | 0.66% | 41 |
|
|
2024
Q2 | $3.24M | Buy |
4,928
+127
| +3% | +$83.5K | 0.75% | 33 |
|
|
2024
Q1 | $3.12M | Sell |
4,801
-317
| -6% | -$206K | 0.75% | 34 |
|
|
2023
Q4 | $3.2M | Sell |
5,118
-39
| -0.8% | -$24.4K | 0.89% | 28 |
|
|
2023
Q3 | $2.63M | Sell |
5,157
-197
| -4% | -$101K | 0.8% | 29 |
|
|
2023
Q2 | $2.45M | Buy |
5,354
+240
| +5% | +$110K | 0.75% | 31 |
|
|
2023
Q1 | $2.28M | Sell |
5,114
-6
| -0.1% | -$2.68K | 0.79% | 29 |
|
|
2022
Q4 | $1.99M | Hold |
5,120
| – | – | 0.84% | 35 |
|
|
2022
Q3 | $1.98M | Hold |
5,120
| – | – | 0.95% | 30 |
|
|
2022
Q2 | $1.97M | Buy |
5,120
+135
| +3% | +$52K | 0.88% | 32 |
|
|
2022
Q1 | $2.4M | Buy |
4,985
+395
| +9% | +$190K | 0.85% | 27 |
|
|
2021
Q4 | $2.95M | Buy |
4,590
+120
| +3% | +$77.2K | 1.15% | 16 |
|
|
2021
Q3 | $2.41M | Buy |
+4,470
| New | +$2.41M | 0.94% | 20 |
|