Meridian 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 | $927K | Sell |
1,177
-12
| -1% | -$9.45K | 0.04% | 325 |
|
|
2025
Q1 | $730K | Sell |
1,189
-24
| -2% | -$14.7K | 0.04% | 345 |
|
|
2024
Q4 | $762K | Buy |
1,213
+51
| +4% | +$32.1K | 0.04% | 337 |
|
|
2024
Q3 | $722K | Buy |
+1,162
| New | +$722K | 0.04% | 345 |
|
|
2024
Q2 | – | Sell |
-1,266
| Closed | -$823K | – | 406 |
|
|
2024
Q1 | $823K | Buy |
1,266
+26
| +2% | +$16.9K | 0.14% | 103 |
|
|
2023
Q4 | $775K | Sell |
1,240
-1,100
| -47% | -$688K | 0.05% | 298 |
|
|
2023
Q3 | $1.2M | Buy |
2,340
+1,020
| +77% | +$521K | 0.07% | 213 |
|
|
2023
Q2 | $605K | Buy |
1,320
+6
| +0.5% | +$2.75K | 0.05% | 288 |
|
|
2023
Q1 | $586K | Sell |
1,314
-64
| -5% | -$28.5K | 0.05% | 292 |
|
|
2022
Q4 | $536K | Buy |
1,378
+564
| +69% | +$220K | 0.05% | 296 |
|
|
2022
Q3 | $315K | Sell |
814
-163
| -17% | -$63.1K | 0.03% | 361 |
|
|
2022
Q2 | $377K | Buy |
+977
| New | +$377K | 0.03% | 401 |
|