Inlet Private Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.62M Buy
2025
Q2
$3.01M Hold
2025
Q1
$2.35M Hold
2024
Q4
$2.4M Sell
2024
Q3
$2.38M Hold
2024
Q2
$2.52M Hold
2024
Q1
$2.49M Hold
2023
Q4
$2.39M Hold
2023
Q3
$1.96M Hold
2023
Q2
$1.75M Hold
2023
Q1
$1.71M Hold
2022
Q4
$1.49M Hold
2022
Q3
$1.48M Hold
2022
Q2
$1.48M Hold
2022
Q1
$1.84M Sell
2021
Q4
$2.47M Sell
2021
Q3
$2.1M Hold
2021
Q2
$1.91M Hold
2021
Q1
$1.49M Sell
2020
Q4
$1.48M Sell
2020
Q3
$1.27M Hold
2020
Q2
$1.16M Hold
2020
Q1
$898K Hold
2019
Q4
$1.02M Sell
2019
Q3
$1.06M Hold
2019
Q2
$1.13M Hold
2019
Q1
$1.05M Hold
2018
Q4
$787K Buy