Kingswood Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
555
-66
| -11% | -$52K | 0.03% | 452 |
|
|
2025
Q1 | $381K | Sell |
621
-18
| -3% | -$11.1K | 0.03% | 468 |
|
|
2024
Q4 | $402K | Sell |
639
-4,601
| -88% | -$2.89M | 0.03% | 511 |
|
|
2024
Q3 | $3.25M | Buy |
5,240
+61
| +1% | +$37.9K | 0.23% | 103 |
|
|
2024
Q2 | $3.4M | Buy |
5,179
+141
| +3% | +$92.7K | 0.31% | 71 |
|
|
2024
Q1 | $3.27M | Hold |
5,038
| – | – | 0.38% | 53 |
|
|
2023
Q4 | $3.15M | Sell |
5,038
-729
| -13% | -$456K | 0.36% | 60 |
|
|
2023
Q3 | $2.95M | Buy |
+5,767
| New | +$2.95M | 0.5% | 47 |
|