ICW Investment 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 | $1.19M | Buy |
1,516
+102
| +7% | +$80.3K | 0.47% | 83 |
|
|
2025
Q1 | $868K | Buy |
1,414
+119
| +9% | +$73K | 0.35% | 97 |
|
|
2024
Q4 | $814K | Buy |
1,295
+327
| +34% | +$205K | 0.34% | 99 |
|
|
2024
Q3 | $601K | Sell |
968
-92
| -9% | -$57.1K | 0.25% | 111 |
|
|
2024
Q2 | $697K | Buy |
1,060
+1
| +0.1% | +$657 | 0.32% | 100 |
|
|
2024
Q1 | $688K | Buy |
1,059
+15
| +1% | +$9.75K | 0.31% | 100 |
|
|
2023
Q4 | $653K | Buy |
1,044
+1
| +0.1% | +$625 | 0.32% | 98 |
|
|
2023
Q3 | $533K | Buy |
1,043
+1
| +0.1% | +$511 | 0.29% | 100 |
|
|
2023
Q2 | $477K | Buy |
1,042
+46
| +5% | +$21.1K | 0.26% | 106 |
|
|
2023
Q1 | $444K | Buy |
996
+131
| +15% | +$58.4K | 0.25% | 106 |
|
|
2022
Q4 | $337K | Sell |
865
-4
| -0.5% | -$1.56K | 0.2% | 113 |
|
|
2022
Q3 | $337K | Buy |
869
+3
| +0.3% | +$1.16K | 0.23% | 108 |
|
|
2022
Q2 | $334K | Buy |
866
+3
| +0.3% | +$1.16K | 0.21% | 110 |
|
|
2022
Q1 | $415K | Buy |
863
+9
| +1% | +$4.33K | 0.24% | 108 |
|
|
2021
Q4 | $549K | Buy |
+854
| New | +$549K | 0.31% | 102 |
|
|
2020
Q1 | – | Sell |
-71
| Closed | -$19K | – | 142 |
|
|
2019
Q4 | $19K | Buy |
+71
| New | +$19K | 0.02% | 157 |
|