Modera Wealth Management’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 | $1.77M | Buy |
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|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.67M | Buy |
|
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.77M | Buy |
|
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.05M | Buy |
|
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $460K | Hold |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $630K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $641K | Buy |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $520K | Buy |
|