Horizon Family Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
945
-9
| -0.9% | -$7.09K | 0.45% | 35 |
|
|
2025
Q1 | $585K | Sell |
954
-3
| -0.3% | -$1.84K | 0.39% | 35 |
|
|
2024
Q4 | $601K | Buy |
957
+1
| +0.1% | +$628 | 0.4% | 39 |
|
|
2024
Q3 | $593K | Buy |
956
+2
| +0.2% | +$1.24K | 0.42% | 33 |
|
|
2024
Q2 | $627K | Buy |
954
+1
| +0.1% | +$657 | 0.48% | 32 |
|
|
2024
Q1 | $619K | Buy |
953
+5
| +0.5% | +$3.25K | 0.48% | 33 |
|
|
2023
Q4 | $593K | Sell |
948
-132
| -12% | -$82.5K | 0.5% | 32 |
|
|
2023
Q3 | $552K | Buy |
1,080
+2
| +0.2% | +$1.02K | 0.53% | 29 |
|
|
2023
Q2 | $494K | Sell |
1,078
-73
| -6% | -$33.5K | 0.47% | 33 |
|
|
2023
Q1 | $513K | Buy |
1,151
+2
| +0.2% | +$892 | 0.54% | 27 |
|
|
2022
Q4 | $447K | Sell |
1,149
-1
| -0.1% | -$389 | 0.52% | 33 |
|
|
2022
Q3 | $446K | Buy |
1,150
+5
| +0.4% | +$1.94K | 0.54% | 34 |
|
|
2022
Q2 | $441K | Sell |
1,145
-103
| -8% | -$39.7K | 0.51% | 36 |
|
|
2022
Q1 | $600K | Buy |
+1,248
| New | +$600K | 0.59% | 34 |
|