KFG 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 | $836K | Buy |
1,061
+47
| +5% | +$37K | 0.13% | 85 |
|
|
2025
Q1 | $622K | Buy |
1,014
+114
| +13% | +$70K | 0.11% | 104 |
|
|
2024
Q4 | $566K | Buy |
900
+45
| +5% | +$28.3K | 0.11% | 98 |
|
|
2024
Q3 | $531K | Buy |
855
+15
| +2% | +$9.32K | 0.12% | 105 |
|
|
2024
Q2 | $552K | Buy |
840
+31
| +4% | +$20.4K | 0.22% | 84 |
|
|
2024
Q1 | $526K | Sell |
809
-111
| -12% | -$72.2K | 0.22% | 82 |
|
|
2023
Q4 | $575K | Sell |
920
-74
| -7% | -$46.3K | 0.26% | 67 |
|
|
2023
Q3 | $508K | Buy |
994
+126
| +15% | +$64.4K | 0.28% | 72 |
|
|
2023
Q2 | $398K | Buy |
868
+341
| +65% | +$156K | 0.23% | 66 |
|
|
2023
Q1 | $233K | Buy |
+527
| New | +$233K | 0.16% | 82 |
|