Marietta 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 | $10M | Buy |
12,747
+188
| +1% | +$148K | 1.31% | 27 |
|
|
2025
Q1 | $7.71M | Buy |
12,559
+602
| +5% | +$370K | 1.13% | 33 |
|
|
2024
Q4 | $7.51M | Buy |
11,957
+263
| +2% | +$165K | 1.08% | 32 |
|
|
2024
Q3 | $7.26M | Buy |
11,694
+362
| +3% | +$225K | 1.06% | 36 |
|
|
2024
Q2 | $7.45M | Sell |
11,332
-152
| -1% | -$99.9K | 1.16% | 30 |
|
|
2024
Q1 | $7.46M | Sell |
11,484
-758
| -6% | -$493K | 1.23% | 26 |
|
|
2023
Q4 | $7.65M | Sell |
12,242
-304
| -2% | -$190K | 1.36% | 23 |
|
|
2023
Q3 | $6.41M | Sell |
12,546
-17
| -0.1% | -$8.69K | 1.27% | 27 |
|
|
2023
Q2 | $5.76M | Buy |
12,563
+301
| +2% | +$138K | 1.08% | 38 |
|
|
2023
Q1 | $5.47M | Buy |
12,262
+17
| +0.1% | +$7.58K | 1.16% | 36 |
|
|
2022
Q4 | $4.77M | Buy |
12,245
+2,513
| +26% | +$978K | 1.08% | 47 |
|
|
2022
Q3 | $3.77M | Buy |
9,732
+3,239
| +50% | +$1.25M | 0.94% | 48 |
|
|
2022
Q2 | $2.5M | Buy |
+6,493
| New | +$2.5M | 0.61% | 66 |
|