Marcum Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $825K | Buy |
1,344
+53
| +4% | +$32.5K | 0.07% | 129 |
|
|
2024
Q4 | $811K | Buy |
1,291
+12
| +0.9% | +$7.54K | 0.07% | 135 |
|
|
2024
Q3 | $794K | Sell |
1,279
-433
| -25% | -$269K | 0.07% | 135 |
|
|
2024
Q2 | $1.13M | Buy |
1,712
+53
| +3% | +$34.8K | 0.11% | 92 |
|
|
2024
Q1 | $1.08M | Sell |
1,659
-5
| -0.3% | -$3.25K | 0.11% | 98 |
|
|
2023
Q4 | $1.04M | Sell |
1,664
-2
| -0.1% | -$1.25K | 0.11% | 94 |
|
|
2023
Q3 | $851K | Buy |
1,666
+1,053
| +172% | +$538K | 0.1% | 102 |
|
|
2023
Q2 | $281K | Sell |
613
-905
| -60% | -$415K | 0.03% | 260 |
|
|
2023
Q1 | $677K | Buy |
1,518
+952
| +168% | +$424K | 0.08% | 136 |
|
|
2022
Q4 | $220K | Buy |
+566
| New | +$220K | 0.03% | 292 |
|
|
2022
Q1 | – | Sell |
-551
| Closed | -$354K | – | 390 |
|
|
2021
Q4 | $354K | Sell |
551
-24
| -4% | -$15.4K | 0.05% | 221 |
|
|
2021
Q3 | $310K | Buy |
575
+70
| +14% | +$37.7K | 0.05% | 233 |
|
|
2021
Q2 | $248K | Buy |
+505
| New | +$248K | 0.04% | 243 |
|