IHT Wealth Management’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
1,645
-1
-0.1% -$787 0.04% 428
2025
Q1
$1.01M Sell
1,646
-40
-2% -$24.6K 0.03% 470
2024
Q4
$1.06M Sell
1,686
-350
-17% -$220K 0.03% 439
2024
Q3
$1.26M Buy
2,036
+352
+21% +$218K 0.04% 443
2024
Q2
$1.11M Buy
1,684
+96
+6% +$63K 0.04% 394
2024
Q1
$1.03M Buy
1,588
+87
+6% +$56.5K 0.04% 419
2023
Q4
$938K Buy
1,501
+87
+6% +$54.4K 0.04% 407
2023
Q3
$723K Sell
1,414
-1,354
-49% -$692K 0.04% 441
2023
Q2
$1.27M Buy
2,768
+1,633
+144% +$748K 0.07% 282
2023
Q1
$506K Buy
1,135
+64
+6% +$28.5K 0.03% 495
2022
Q4
$417K Sell
1,071
-16
-1% -$6.23K 0.03% 541
2022
Q3
$421K Buy
1,087
+533
+96% +$206K 0.03% 508
2022
Q2
$213K Sell
554
-10
-2% -$3.85K 0.02% 647
2022
Q1
$271K Sell
564
-39
-6% -$18.7K 0.02% 603
2021
Q4
$388K Sell
603
-16
-3% -$10.3K 0.03% 516
2021
Q3
$334K Buy
619
+177
+40% +$95.5K 0.03% 554
2021
Q2
$217K Buy
+442
New +$217K 0.01% 839
2020
Q4
Sell
-2,711
Closed -$210K 759
2020
Q3
$210K Buy
+2,711
New +$210K 0.02% 596
2017
Q3
Sell
-11
Closed -$85 1483
2017
Q2
$85 Hold
11
0.04% 372
2017
Q1
$1K Hold
11
﹤0.01% 1171
2016
Q4
$1K Buy
+11
New +$1K ﹤0.01% 1123