Journey Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
320
-91
| -22% | -$71.7K | 0.02% | 254 |
|
|
2025
Q1 | $252K | Sell |
411
-652
| -61% | -$400K | 0.02% | 248 |
|
|
2024
Q4 | $698K | Hold |
1,063
| – | – | 0.08% | 126 |
|
|
2024
Q3 | $698K | Hold |
1,063
| – | – | 0.08% | 126 |
|
|
2024
Q2 | $698K | Buy |
1,063
+55
| +5% | +$36.1K | 0.08% | 126 |
|
|
2024
Q1 | $655K | Buy |
1,008
+73
| +8% | +$47.4K | 0.08% | 138 |
|
|
2023
Q4 | $584K | Buy |
935
+28
| +3% | +$17.5K | 0.08% | 137 |
|
|
2023
Q3 | $463K | Buy |
907
+9
| +1% | +$4.6K | 0.07% | 147 |
|
|
2023
Q2 | $411K | Buy |
898
+20
| +2% | +$9.16K | 0.06% | 158 |
|
|
2023
Q1 | $391K | Buy |
878
+24
| +3% | +$10.7K | 0.06% | 164 |
|
|
2022
Q4 | $332K | Sell |
854
-53
| -6% | -$20.6K | 0.08% | 161 |
|
|
2022
Q3 | $351K | Buy |
907
+94
| +12% | +$36.4K | 0.09% | 174 |
|
|
2022
Q2 | $364K | Buy |
813
+21
| +3% | +$9.4K | 0.08% | 183 |
|
|
2022
Q1 | $381K | Sell |
792
-65
| -8% | -$31.3K | 0.1% | 163 |
|
|
2021
Q4 | $551K | Buy |
857
+94
| +12% | +$60.4K | 0.15% | 121 |
|
|
2021
Q3 | $412K | Buy |
763
+54
| +8% | +$29.2K | 0.13% | 140 |
|
|
2021
Q2 | $348K | Buy |
709
+49
| +7% | +$24.1K | 0.11% | 154 |
|
|
2021
Q1 | $253K | Buy |
660
+60
| +10% | +$23K | 0.09% | 171 |
|
|
2020
Q4 | $228K | Buy |
+600
| New | +$228K | 0.09% | 164 |
|