Ironwood Financial’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Hold
4,336
0.57% 45
2025
Q1
$2.66M Hold
4,336
0.57% 45
2024
Q4
$2.73M Hold
4,336
0.57% 42
2024
Q3
$2.69M Sell
4,336
-76
-2% -$47.2K 0.57% 43
2024
Q2
$2.9M Buy
4,412
+4
+0.1% +$2.63K 0.65% 39
2024
Q1
$2.87M Hold
4,408
0.66% 39
2023
Q4
$2.76M Hold
4,408
0.67% 32
2023
Q3
$2.25M Hold
4,408
0.61% 36
2023
Q2
$2.02M Sell
4,408
-400
-8% -$183K 0.53% 41
2023
Q1
$2.14M Hold
4,808
0.6% 31
2022
Q4
$1.87M Hold
4,808
0.58% 35
2022
Q3
$1.86M Hold
4,808
0.62% 33
2022
Q2
$1.85M Hold
4,808
0.6% 35
2022
Q1
$2.31M Hold
4,808
0.65% 31
2021
Q4
$3.09M Sell
4,808
-90
-2% -$57.9K 0.85% 28
2021
Q3
$2.64M Buy
4,898
+400
+9% +$216K 0.77% 29
2021
Q2
$2.21M Hold
4,498
0.66% 31
2021
Q1
$1.72M Buy
4,498
+966
+27% +$370K 0.56% 33
2020
Q4
$1.34M Buy
3,532
+3,346
+1,799% +$1.27M 0.5% 31
2020
Q3
$61K Hold
186
0.03% 107
2020
Q2
$55K Hold
186
0.03% 104
2020
Q1
$43K Hold
186
0.03% 93
2019
Q4
$49K Hold
186
0.02% 117
2019
Q3
$49K Hold
186
0.02% 114
2019
Q2
$49K Hold
186
0.02% 114
2019
Q1
$49K Hold
186
0.03% 112
2018
Q4
$37K Hold
186
0.02% 127
2018
Q3
$42K Hold
186
0.02% 124
2018
Q2
$38K Hold
186
0.02% 110
2018
Q1
$32K Hold
186
0.03% 100
2017
Q4
$29K Hold
186
0.02% 115
2017
Q3
$26K Hold
186
0.02% 125
2017
Q2
$25K Hold
186
0.02% 118
2017
Q1
$22K Hold
186
0.01% 126
2016
Q4
$21K Buy
+186
New +$21K 0.01% 128