Kestra Private Wealth Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.79M | Buy |
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|
2025
Q2 | $5.09M | Sell |
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|
2025
Q1 | $3.97M | Sell |
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|
2024
Q4 | $4.66M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.25M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $945K | Buy |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $2.65M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $880K | Buy |
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|
2020
Q4 | $709K | Buy |
|