Latitude 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 | $227K | Buy |
+288
| New | +$227K | 0.11% | 189 |
|
|
2022
Q2 | – | Sell |
-624
| Closed | -$300K | – | 220 |
|
|
2022
Q1 | $300K | Sell |
624
-14
| -2% | -$6.73K | 0.07% | 256 |
|
|
2021
Q4 | $410K | Buy |
638
+1
| +0.2% | +$643 | 0.11% | 184 |
|
|
2021
Q3 | $344K | Buy |
+637
| New | +$344K | 0.11% | 184 |
|