Invenio Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
516
+29
| +6% | +$22.8K | 0.16% | 65 |
|
|
2025
Q1 | $299K | Sell |
487
-18
| -4% | -$11.1K | 0.13% | 70 |
|
|
2024
Q4 | $317K | Buy |
505
+12
| +2% | +$7.54K | 0.13% | 73 |
|
|
2024
Q3 | $306K | Buy |
493
+11
| +2% | +$6.83K | 0.13% | 73 |
|
|
2024
Q2 | $317K | Buy |
482
+52
| +12% | +$34.2K | 0.16% | 67 |
|
|
2024
Q1 | $280K | Buy |
430
+92
| +27% | +$59.8K | 0.15% | 77 |
|
|
2023
Q4 | $211K | Buy |
+338
| New | +$211K | 0.15% | 91 |
|