Key Financial Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.3K | Hold |
88
| – | – | 0.01% | 435 |
|
|
2025
Q1 | $54K | Buy |
88
+2
| +2% | +$1.23K | 0.01% | 471 |
|
|
2024
Q4 | $54.1K | Buy |
86
+3
| +4% | +$1.89K | 0.01% | 468 |
|
|
2024
Q3 | $51.5K | Buy |
83
+3
| +4% | +$1.86K | 0.01% | 474 |
|
|
2024
Q2 | $52.6K | Hold |
80
| – | – | 0.01% | 463 |
|
|
2024
Q1 | $52K | Hold |
80
| – | – | 0.01% | 430 |
|
|
2023
Q4 | $50K | Hold |
80
| – | – | 0.01% | 427 |
|
|
2023
Q3 | $40.9K | Hold |
80
| – | – | 0.01% | 438 |
|
|
2023
Q2 | $36.7K | Buy |
80
+39
| +95% | +$17.9K | 0.01% | 456 |
|
|
2023
Q1 | $18.3K | Hold |
41
| – | – | 0.01% | 564 |
|
|
2022
Q4 | $15.9K | Hold |
41
| – | – | 0.01% | 535 |
|
|
2022
Q3 | $16K | Hold |
41
| – | – | 0.01% | 537 |
|
|
2022
Q2 | $16K | Hold |
41
| – | – | 0.01% | 544 |
|
|
2022
Q1 | $20K | Hold |
41
| – | – | 0.01% | 503 |
|
|
2021
Q4 | $26K | Hold |
41
| – | – | 0.01% | 444 |
|
|
2021
Q3 | $22K | Buy |
41
+7
| +21% | +$3.76K | 0.01% | 456 |
|
|
2021
Q2 | $18K | Buy |
+34
| New | +$18K | 0.01% | 483 |
|