Inlet Private 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	$3.01M	Hold	3,820	–	–	0.74%	45
2025 Q1	$2.35M	Hold	3,820	–	–	0.61%	51
2024 Q4	$2.4M	Sell	3,820 -8	-0.2%	-$5.03K	0.64%	54
2024 Q3	$2.38M	Hold	3,828	–	–	0.6%	57
2024 Q2	$2.52M	Hold	3,828	–	–	0.69%	45
2024 Q1	$2.49M	Hold	3,828	–	–	0.7%	47
2023 Q4	$2.39M	Hold	3,828	–	–	0.73%	45
2023 Q3	$1.96M	Hold	3,828	–	–	0.64%	55
2023 Q2	$1.75M	Hold	3,828	–	–	0.44%	66
2023 Q1	$1.71M	Hold	3,828	–	–	0.44%	63
2022 Q4	$1.49M	Hold	3,828	–	–	0.38%	68
2022 Q3	$1.48M	Hold	3,828	–	–	0.44%	66
2022 Q2	$1.48M	Hold	3,828	–	–	0.42%	63
2022 Q1	$1.84M	Sell	3,828 -10	-0.3%	-$4.81K	0.46%	64
2021 Q4	$2.47M	Sell	3,838 -48	-1%	-$30.9K	0.6%	54
2021 Q3	$2.1M	Hold	3,886	–	–	0.56%	60
2021 Q2	$1.91M	Hold	3,886	–	–	0.5%	64
2021 Q1	$1.49M	Sell	3,886 -14	-0.4%	-$5.36K	0.43%	66
2020 Q4	$1.48M	Sell	3,900 -4	-0.1%	-$1.52K	0.48%	62
2020 Q3	$1.27M	Hold	3,904	–	–	0.5%	61
2020 Q2	$1.16M	Hold	3,904	–	–	0.46%	62
2020 Q1	$898K	Hold	3,904	–	–	0.42%	65
2019 Q4	$1.02M	Sell	3,904 -96	-2%	-$25.2K	0.34%	74
2019 Q3	$1.06M	Hold	4,000	–	–	0.39%	69
2019 Q2	$1.13M	Hold	4,000	–	–	0.41%	70
2019 Q1	$1.05M	Hold	4,000	–	–	0.42%	69
2018 Q4	$787K	Buy	+4,000	New	+$787K	0.42%	61