KMG Fiduciary Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
771
+14
| +2% | +$11K | 0.05% | 221 |
|
|
2025
Q1 | $465K | Hold |
757
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $476K | Buy |
757
+6
| +0.8% | +$3.77K | 0.04% | 218 |
|
|
2024
Q3 | $466K | Sell |
751
-49
| -6% | -$30.4K | 0.04% | 217 |
|
|
2024
Q2 | $526K | Sell |
800
-250
| -24% | -$164K | 0.05% | 183 |
|
|
2024
Q1 | $683K | Hold |
1,050
| – | – | 0.07% | 163 |
|
|
2023
Q4 | $656K | Hold |
1,050
| – | – | 0.08% | 168 |
|
|
2023
Q3 | $536K | Hold |
1,050
| – | – | 0.07% | 166 |
|
|
2023
Q2 | $481K | Sell |
1,050
-10
| -0.9% | -$4.58K | 0.06% | 176 |
|
|
2023
Q1 | $473K | Sell |
1,060
-118
| -10% | -$52.6K | 0.07% | 175 |
|
|
2022
Q4 | $459K | Sell |
1,178
-100
| -8% | -$38.9K | 0.08% | 171 |
|
|
2022
Q3 | $495K | Buy |
1,278
+21
| +2% | +$8.13K | 0.1% | 138 |
|
|
2022
Q2 | $484K | Sell |
1,257
-100
| -7% | -$38.5K | 0.09% | 143 |
|
|
2022
Q1 | $652K | Sell |
1,357
-100
| -7% | -$48K | 0.1% | 130 |
|
|
2021
Q4 | $937K | Hold |
1,457
| – | – | 0.15% | 110 |
|
|
2021
Q3 | $786K | Sell |
1,457
-3
| -0.2% | -$1.62K | 0.13% | 114 |
|
|
2021
Q2 | $716K | Buy |
1,460
+50
| +4% | +$24.5K | 0.13% | 118 |
|
|
2021
Q1 | $540K | Buy |
1,410
+10
| +0.7% | +$3.83K | 0.11% | 123 |
|
|
2020
Q4 | $516K | Hold |
1,400
| – | – | 0.11% | 119 |
|
|
2020
Q3 | $457K | Hold |
1,400
| – | – | 0.11% | 114 |
|
|
2020
Q2 | $415K | Hold |
1,400
| – | – | 0.12% | 100 |
|
|
2020
Q1 | $322K | Buy |
+1,400
| New | +$322K | 0.1% | 104 |
|