Mission 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 | $6.75M | Sell |
8,573
-90
| -1% | -$70.9K | 0.14% | 87 |
|
|
2025
Q1 | $5.32M | Sell |
8,663
-3,454
| -29% | -$2.12M | 0.13% | 97 |
|
|
2024
Q4 | $7.62M | Sell |
12,117
-165
| -1% | -$104K | 0.18% | 71 |
|
|
2024
Q3 | $7.63M | Buy |
12,282
+3,238
| +36% | +$2.01M | 0.18% | 70 |
|
|
2024
Q2 | $5.94M | Buy |
9,044
+270
| +3% | +$177K | 0.16% | 78 |
|
|
2024
Q1 | $5.7M | Buy |
8,774
+5,107
| +139% | +$3.32M | 0.15% | 94 |
|
|
2023
Q4 | $2.29M | Buy |
3,667
+13
| +0.4% | +$8.13K | 0.07% | 128 |
|
|
2023
Q3 | $1.87M | Sell |
3,654
-96
| -3% | -$49K | 0.07% | 134 |
|
|
2023
Q2 | $1.72M | Sell |
3,750
-319
| -8% | -$146K | 0.06% | 142 |
|
|
2023
Q1 | $1.81M | Sell |
4,069
-123
| -3% | -$54.8K | 0.08% | 136 |
|
|
2022
Q4 | $1.63M | Buy |
4,192
+64
| +2% | +$24.9K | 0.08% | 131 |
|
|
2022
Q3 | $1.6M | Buy |
4,128
+403
| +11% | +$156K | 0.08% | 122 |
|
|
2022
Q2 | $1.44M | Buy |
3,725
+561
| +18% | +$216K | 0.08% | 136 |
|
|
2022
Q1 | $1.52M | Buy |
3,164
+15
| +0.5% | +$7.21K | 0.07% | 130 |
|
|
2021
Q4 | $2.03M | Buy |
3,149
+166
| +6% | +$107K | 0.09% | 107 |
|
|
2021
Q3 | $1.61M | Buy |
2,983
+1,848
| +163% | +$997K | 0.08% | 117 |
|
|
2021
Q2 | $556K | Buy |
1,135
+16
| +1% | +$7.84K | 0.03% | 258 |
|
|
2021
Q1 | $429K | Sell |
1,119
-20
| -2% | -$7.67K | 0.02% | 289 |
|
|
2020
Q4 | $432K | Sell |
1,139
-92
| -7% | -$34.9K | 0.03% | 268 |
|
|
2020
Q3 | $401K | Sell |
1,231
-23
| -2% | -$7.49K | 0.03% | 230 |
|
|
2020
Q2 | $371K | Sell |
1,254
-307
| -20% | -$90.8K | 0.03% | 217 |
|
|
2020
Q1 | $359K | Buy |
1,561
+121
| +8% | +$27.8K | 0.04% | 195 |
|
|
2019
Q4 | $377K | Buy |
1,440
+420
| +41% | +$110K | 0.04% | 212 |
|
|
2019
Q3 | $271K | Sell |
1,020
-56
| -5% | -$14.9K | 0.03% | 254 |
|
|
2019
Q2 | $281K | Buy |
1,076
+23
| +2% | +$6.01K | 0.03% | 246 |
|
|
2019
Q1 | $275K | Buy |
+1,053
| New | +$275K | 0.03% | 239 |
|