M3 Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
649
-48
| -7% | -$37.8K | 0.35% | 56 |
|
|
2025
Q1 | $428K | Sell |
697
-179
| -20% | -$110K | 0.34% | 64 |
|
|
2024
Q4 | $551K | Buy |
876
+4
| +0.5% | +$2.52K | 0.39% | 56 |
|
|
2024
Q3 | $541K | Buy |
872
+117
| +15% | +$72.7K | 0.4% | 55 |
|
|
2024
Q2 | $496K | Buy |
755
+113
| +18% | +$74.3K | 0.41% | 56 |
|
|
2024
Q1 | $417K | Buy |
642
+202
| +46% | +$131K | 0.38% | 62 |
|
|
2023
Q4 | $275K | Buy |
+440
| New | +$275K | 0.32% | 74 |
|