Keebeck Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
650
+195
| +43% | +$154K | 0.07% | 199 |
|
|
2025
Q1 | $279K | Hold |
455
| – | – | 0.04% | 229 |
|
|
2024
Q4 | $286K | Hold |
455
| – | – | 0.04% | 220 |
|
|
2024
Q3 | $283K | Hold |
455
| – | – | 0.04% | 215 |
|
|
2024
Q2 | $299K | Hold |
455
| – | – | 0.04% | 219 |
|
|
2024
Q1 | $296K | Sell |
455
-41
| -8% | -$26.7K | 0.04% | 238 |
|
|
2023
Q4 | $310K | Buy |
496
+47
| +10% | +$29.4K | 0.05% | 217 |
|
|
2023
Q3 | $229K | Sell |
449
-5
| -1% | -$2.56K | 0.04% | 236 |
|
|
2023
Q2 | $208K | Buy |
+454
| New | +$208K | 0.03% | 255 |
|
|
2022
Q2 | – | Sell |
-420
| Closed | -$202K | – | 243 |
|
|
2022
Q1 | $202K | Hold |
420
| – | – | 0.03% | 227 |
|
|
2021
Q4 | $270K | Hold |
420
| – | – | 0.05% | 194 |
|
|
2021
Q3 | $227K | Buy |
+420
| New | +$227K | 0.04% | 194 |
|
|
2020
Q3 | – | Sell |
-395
| Closed | -$117K | – | 268 |
|
|
2020
Q2 | $117K | Buy |
+395
| New | +$117K | 0.04% | 178 |
|
|
2020
Q1 | – | Sell |
-373
| Closed | -$97K | – | 238 |
|
|
2019
Q4 | $97K | Buy |
+373
| New | +$97K | 0.03% | 188 |
|