Integrated Wealth Concepts’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
2,968
+787
| +36% | +$620K | 0.02% | 571 |
|
|
2025
Q1 | $1.34M | Sell |
2,181
-783
| -26% | -$481K | 0.02% | 704 |
|
|
2024
Q4 | $1.86M | Buy |
2,964
+1,113
| +60% | +$700K | 0.02% | 587 |
|
|
2024
Q3 | $1.15M | Sell |
1,851
-706
| -28% | -$438K | 0.01% | 740 |
|
|
2024
Q2 | $1.68M | Sell |
2,557
-214
| -8% | -$141K | 0.02% | 569 |
|
|
2024
Q1 | $1.8M | Buy |
2,771
+394
| +17% | +$256K | 0.03% | 558 |
|
|
2023
Q4 | $1.49M | Buy |
2,377
+432
| +22% | +$270K | 0.02% | 582 |
|
|
2023
Q3 | $994K | Sell |
1,945
-118
| -6% | -$60.3K | 0.02% | 692 |
|
|
2023
Q2 | $945K | Buy |
2,063
+709
| +52% | +$325K | 0.02% | 705 |
|
|
2023
Q1 | $604K | Buy |
1,354
+339
| +33% | +$151K | 0.01% | 787 |
|
|
2022
Q4 | $395K | Buy |
1,015
+20
| +2% | +$7.78K | 0.01% | 728 |
|
|
2022
Q3 | $385K | Buy |
995
+128
| +15% | +$49.5K | 0.01% | 668 |
|
|
2022
Q2 | $334K | Buy |
867
+105
| +14% | +$40.5K | 0.01% | 723 |
|
|
2022
Q1 | $367K | Sell |
762
-698
| -48% | -$336K | 0.01% | 667 |
|
|
2021
Q4 | $939K | Buy |
1,460
+55
| +4% | +$35.4K | 0.03% | 443 |
|
|
2021
Q3 | $758K | Buy |
1,405
+147
| +12% | +$79.3K | 0.02% | 471 |
|
|
2021
Q2 | $617K | Buy |
1,258
+193
| +18% | +$94.7K | 0.02% | 483 |
|
|
2021
Q1 | $408K | Buy |
1,065
+8
| +0.8% | +$3.07K | 0.02% | 525 |
|
|
2020
Q4 | $402K | Buy |
1,057
+108
| +11% | +$41.1K | 0.02% | 453 |
|
|
2020
Q3 | $310K | Buy |
949
+165
| +21% | +$53.9K | 0.02% | 447 |
|
|
2020
Q2 | $232K | Buy |
+784
| New | +$232K | 0.02% | 451 |
|