Mason Investment Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Sell |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $520K | Hold |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $515K | Hold |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Hold |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $209K | Hold |
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|
2019
Q1 | $209K | Buy |
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