Institute for Wealth Management’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 | $865K | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $705K | Buy |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $442K | Hold |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $731K | Hold |
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|
2021
Q3 | $613K | Hold |
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|
2021
Q2 | $557K | Hold |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | $405K | Hold |
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|
2020
Q3 | $348K | Buy |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $328K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
|