Liberty 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 | $1.56M | Sell |
1,982
-17
| -0.9% | -$13.4K | 0.24% | 64 |
|
|
2025
Q1 | $1.23M | Sell |
1,999
-19
| -0.9% | -$11.7K | 0.23% | 60 |
|
|
2024
Q4 | $1.27M | Buy |
2,018
+22
| +1% | +$13.8K | 0.21% | 72 |
|
|
2024
Q3 | $1.24M | Sell |
1,996
-34,329
| -95% | -$21.3M | 0.21% | 68 |
|
|
2024
Q2 | $1.31M | Buy |
36,325
+34,338
| +1,728% | +$1.24M | 0.24% | 62 |
|
|
2024
Q1 | $1.29M | Sell |
1,987
-9
| -0.5% | -$5.85K | 0.25% | 62 |
|
|
2023
Q4 | $1.25M | Sell |
1,996
-7
| -0.3% | -$4.38K | 0.27% | 56 |
|
|
2023
Q3 | $1.02M | Buy |
2,003
+39
| +2% | +$19.9K | 0.25% | 55 |
|
|
2023
Q2 | $897K | Buy |
1,964
+223
| +13% | +$102K | 0.22% | 57 |
|
|
2023
Q1 | $776K | Buy |
+1,741
| New | +$776K | 0.16% | 85 |
|
|
2022
Q3 | $663K | Buy |
1,711
+2
| +0.1% | +$775 | 0.18% | 66 |
|
|
2022
Q2 | $659K | Buy |
1,709
+2
| +0.1% | +$771 | 0.27% | 64 |
|
|
2022
Q1 | $821K | Buy |
1,707
+1
| +0.1% | +$481 | 0.3% | 55 |
|
|
2021
Q4 | $1.1K | Buy |
1,706
+1
| +0.1% | +$1 | 0.05% | 64 |
|
|
2021
Q3 | $920K | Buy |
1,705
+1
| +0.1% | +$540 | 0.33% | 47 |
|
|
2021
Q2 | $835K | Buy |
1,704
+3
| +0.2% | +$1.47K | 0.32% | 45 |
|
|
2021
Q1 | $635K | Hold |
1,701
| – | – | 0.31% | 49 |
|
|
2020
Q4 | $635K | Buy |
1,701
+1,201
| +240% | +$448K | 0.31% | 49 |
|
|
2020
Q3 | $163K | Hold |
500
| – | – | 0.1% | 113 |
|
|
2020
Q2 | $148K | Hold |
500
| – | – | 0.1% | 110 |
|
|
2020
Q1 | $115K | Hold |
500
| – | – | 0.1% | 126 |
|
|
2019
Q4 | $131K | Hold |
500
| – | – | 0.1% | 129 |
|
|
2019
Q3 | $132K | Buy |
+500
| New | +$132K | 0.12% | 122 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$4K | – | 781 |
|
|
2018
Q4 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 590 |
|