McClarren Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
+450
| New | +$354K | 0.23% | 55 |
|
|
2025
Q1 | – | Sell |
-449
| Closed | -$282K | – | 323 |
|
|
2024
Q4 | $282K | Buy |
+449
| New | +$282K | 0.79% | 21 |
|
|
2024
Q3 | – | Sell |
-657
| Closed | -$295K | – | 293 |
|
|
2024
Q2 | $295K | Buy |
657
+205
| +45% | +$92K | 0.21% | 58 |
|
|
2024
Q1 | $294K | Buy |
452
+1
| +0.2% | +$650 | 0.21% | 58 |
|
|
2023
Q4 | $282K | Buy |
451
+1
| +0.2% | +$625 | 0.21% | 58 |
|
|
2023
Q3 | $230K | Buy |
450
+1
| +0.2% | +$511 | 0.2% | 59 |
|
|
2023
Q2 | $205K | Sell |
449
-1
| -0.2% | -$457 | 0.17% | 65 |
|
|
2023
Q1 | $200K | Buy |
450
+1
| +0.2% | +$444 | 0.18% | 64 |
|
|
2022
Q4 | $175K | Sell |
449
-1
| -0.2% | -$390 | 0.17% | 70 |
|
|
2022
Q3 | $174K | Buy |
+450
| New | +$174K | 0.17% | 66 |
|
|
2022
Q2 | – | Sell |
-450
| Closed | -$216K | – | 140 |
|
|
2022
Q1 | $216K | Hold |
450
| – | – | 0.16% | 59 |
|
|
2021
Q4 | $290K | Buy |
+450
| New | +$290K | 0.2% | 51 |
|