IFWM
Institute for Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
1,473
-17
| -1% | -$13.4K | 0.13% | 166 |
|
|
2025
Q1 | $915K | Sell |
1,490
-2
| -0.1% | -$1.23K | 0.12% | 197 |
|
|
2024
Q4 | $938K | Buy |
1,492
+138
| +10% | +$86.8K | 0.12% | 184 |
|
|
2024
Q3 | $841K | Buy |
1,354
+282
| +26% | +$175K | 0.11% | 209 |
|
|
2024
Q2 | $705K | Buy |
1,072
+4
| +0.4% | +$2.63K | 0.09% | 222 |
|
|
2024
Q1 | $694K | Sell |
1,068
-21
| -2% | -$13.7K | 0.09% | 224 |
|
|
2023
Q4 | $681K | Sell |
1,089
-20
| -2% | -$12.5K | 0.11% | 214 |
|
|
2023
Q3 | $567K | Sell |
1,109
-10
| -0.9% | -$5.11K | 0.1% | 232 |
|
|
2023
Q2 | $513K | Sell |
1,119
-37
| -3% | -$17K | 0.09% | 253 |
|
|
2023
Q1 | $515K | Buy |
1,156
+19
| +2% | +$8.47K | 0.1% | 250 |
|
|
2022
Q4 | $442K | Hold |
1,137
| – | – | 0.09% | 276 |
|
|
2022
Q3 | $440K | Buy |
1,137
+1
| +0.1% | +$387 | 0.1% | 262 |
|
|
2022
Q2 | $438K | Hold |
1,136
| – | – | 0.09% | 299 |
|
|
2022
Q1 | $546K | Hold |
1,136
| – | – | 0.09% | 274 |
|
|
2021
Q4 | $731K | Hold |
1,136
| – | – | 0.12% | 207 |
|
|
2021
Q3 | $613K | Hold |
1,136
| – | – | 0.11% | 229 |
|
|
2021
Q2 | $557K | Hold |
1,136
| – | – | 0.1% | 252 |
|
|
2021
Q1 | $435K | Buy |
1,136
+70
| +7% | +$26.8K | 0.08% | 288 |
|
|
2020
Q4 | $405K | Hold |
1,066
| – | – | 0.08% | 292 |
|
|
2020
Q3 | $348K | Buy |
1,066
+10
| +0.9% | +$3.27K | 0.08% | 288 |
|
|
2020
Q2 | $313K | Buy |
1,056
+9
| +0.9% | +$2.67K | 0.08% | 317 |
|
|
2020
Q1 | $241K | Sell |
1,047
-5
| -0.5% | -$1.15K | 0.07% | 321 |
|
|
2019
Q4 | $276K | Buy |
1,052
+5
| +0.5% | +$1.31K | 0.06% | 365 |
|
|
2019
Q3 | $278K | Sell |
1,047
-190
| -15% | -$50.4K | 0.07% | 338 |
|
|
2019
Q2 | $323K | Sell |
1,237
-17
| -1% | -$4.44K | 0.07% | 335 |
|
|
2019
Q1 | $328K | Buy |
+1,254
| New | +$328K | 0.07% | 317 |
|
|
2018
Q1 | – | Sell |
-1,306
| Closed | -$207K | – | 323 |
|
|
2017
Q4 | $207K | Buy |
+1,306
| New | +$207K | 0.05% | 356 |
|