Independent Wealth Network’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+292
| New | +$230K | 0.08% | 230 |
|
|
2024
Q1 | – | Sell |
-347
| Closed | -$217K | – | 232 |
|
|
2023
Q4 | $217K | Buy |
+347
| New | +$217K | 0.11% | 191 |
|
|
2022
Q2 | – | Sell |
-475
| Closed | -$228K | – | 202 |
|
|
2022
Q1 | $228K | Sell |
475
-19
| -4% | -$9.12K | 0.14% | 170 |
|
|
2021
Q4 | $318K | Buy |
494
+5
| +1% | +$3.22K | 0.2% | 133 |
|
|
2021
Q3 | $305K | Buy |
+489
| New | +$305K | 0.2% | 130 |
|