Icon Wealth 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 | $2.13M | Buy |
2,702
+755
| +39% | +$595K | 0.15% | 111 |
|
|
2025
Q1 | $1.2M | Sell |
1,947
-579
| -23% | -$356K | 0.1% | 143 |
|
|
2024
Q4 | $1.59M | Sell |
2,526
-73
| -3% | -$45.9K | 0.13% | 119 |
|
|
2024
Q3 | $1.61M | Sell |
2,599
-10
| -0.4% | -$6.21K | 0.13% | 109 |
|
|
2024
Q2 | $1.69M | Buy |
2,609
+1,231
| +89% | +$797K | 0.15% | 104 |
|
|
2024
Q1 | $896K | Buy |
+1,378
| New | +$896K | 0.08% | 145 |
|