KMG Fiduciary Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Buy |
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|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $683K | Hold |
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|
2023
Q4 | $656K | Hold |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $495K | Buy |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $937K | Hold |
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|
2021
Q3 | $786K | Sell |
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|
2021
Q2 | $716K | Buy |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $457K | Hold |
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|
2020
Q2 | $415K | Hold |
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|
2020
Q1 | $322K | Buy |
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