Kestra Private Wealth Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Sell |
6,458
-1
| -0% | -$788 | 0.07% | 270 |
|
|
2025
Q1 | $3.97M | Sell |
6,459
-950
| -13% | -$583K | 0.07% | 295 |
|
|
2024
Q4 | $4.66M | Buy |
7,409
+2,858
| +63% | +$1.8M | 0.08% | 257 |
|
|
2024
Q3 | $2.83M | Buy |
4,551
+1,131
| +33% | +$702K | 0.05% | 336 |
|
|
2024
Q2 | $2.25M | Sell |
3,420
-273
| -7% | -$179K | 0.05% | 364 |
|
|
2024
Q1 | $2.4M | Buy |
3,693
+456
| +14% | +$296K | 0.05% | 330 |
|
|
2023
Q4 | $2.02M | Buy |
3,237
+1,388
| +75% | +$868K | 0.05% | 346 |
|
|
2023
Q3 | $945K | Buy |
1,849
+464
| +34% | +$237K | 0.03% | 483 |
|
|
2023
Q2 | $635K | Sell |
1,385
-9
| -0.6% | -$4.12K | 0.02% | 562 |
|
|
2023
Q1 | $621K | Sell |
1,394
-2,945
| -68% | -$1.31M | 0.02% | 536 |
|
|
2022
Q4 | $1.69M | Sell |
4,339
-1,832
| -30% | -$713K | 0.09% | 263 |
|
|
2022
Q3 | $2.39M | Buy |
6,171
+994
| +19% | +$385K | 0.14% | 172 |
|
|
2022
Q2 | $2M | Buy |
5,177
+2,064
| +66% | +$795K | 0.11% | 217 |
|
|
2022
Q1 | $1.5M | Sell |
3,113
-1,008
| -24% | -$485K | 0.07% | 281 |
|
|
2021
Q4 | $2.65M | Buy |
4,121
+1,272
| +45% | +$818K | 0.13% | 171 |
|
|
2021
Q3 | $1.54M | Buy |
2,849
+535
| +23% | +$289K | 0.09% | 261 |
|
|
2021
Q2 | $1.13M | Buy |
2,314
+16
| +0.7% | +$7.84K | 0.07% | 303 |
|
|
2021
Q1 | $880K | Buy |
2,298
+411
| +22% | +$157K | 0.06% | 317 |
|
|
2020
Q4 | $709K | Buy |
+1,887
| New | +$709K | 0.05% | 363 |
|