Journey Strategic Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
2,009
+810
| +68% | +$638K | 0.05% | 113 |
|
|
2025
Q1 | $736K | Sell |
1,199
-1
| -0.1% | -$614 | 0.03% | 170 |
|
|
2024
Q4 | $754K | Sell |
1,200
-8
| -0.7% | -$5.03K | 0.03% | 161 |
|
|
2024
Q3 | $750K | Buy |
1,208
+111
| +10% | +$69K | 0.03% | 161 |
|
|
2024
Q2 | $721K | Buy |
1,097
+410
| +60% | +$270K | 0.03% | 126 |
|
|
2024
Q1 | $447K | Buy |
687
+317
| +86% | +$206K | 0.02% | 141 |
|
|
2023
Q4 | $231K | Buy |
+370
| New | +$231K | 0.01% | 180 |
|
|
2023
Q2 | – | Sell |
-753
| Closed | -$336K | – | 237 |
|
|
2023
Q1 | $336K | Sell |
753
-82
| -10% | -$36.6K | 0.04% | 141 |
|
|
2022
Q4 | $325K | Sell |
835
-60
| -7% | -$23.4K | 0.04% | 136 |
|
|
2022
Q3 | $346K | Buy |
+895
| New | +$346K | 0.05% | 91 |
|
|
2022
Q2 | – | Sell |
-773
| Closed | -$372K | – | 166 |
|
|
2022
Q1 | $372K | Buy |
773
+12
| +2% | +$5.78K | 0.04% | 79 |
|
|
2021
Q4 | $489K | Buy |
+761
| New | +$489K | 0.05% | 72 |
|