Modera 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 | $2.02M | Sell |
2,567
-1
| -0% | -$788 | 0.03% | 258 |
|
|
2025
Q1 | $1.58M | Sell |
2,568
-197
| -7% | -$121K | 0.02% | 270 |
|
|
2024
Q4 | $1.74M | Buy |
2,765
+71
| +3% | +$44.6K | 0.02% | 258 |
|
|
2024
Q3 | $1.67M | Buy |
2,694
+26
| +1% | +$16.1K | 0.02% | 253 |
|
|
2024
Q2 | $1.75M | Sell |
2,668
-52
| -2% | -$34.2K | 0.03% | 239 |
|
|
2024
Q1 | $1.77M | Buy |
2,720
+41
| +2% | +$26.7K | 0.03% | 239 |
|
|
2023
Q4 | $1.67M | Buy |
2,679
+36
| +1% | +$22.5K | 0.03% | 236 |
|
|
2023
Q3 | $1.35M | Buy |
2,643
+361
| +16% | +$184K | 0.03% | 253 |
|
|
2023
Q2 | $1.05M | Buy |
2,282
+1,106
| +94% | +$507K | 0.02% | 288 |
|
|
2023
Q1 | $524K | Sell |
1,176
-5
| -0.4% | -$2.23K | 0.02% | 210 |
|
|
2022
Q4 | $460K | Hold |
1,181
| – | – | 0.02% | 224 |
|
|
2022
Q3 | $457K | Buy |
1,181
+5
| +0.4% | +$1.94K | 0.02% | 194 |
|
|
2022
Q2 | $453K | Sell |
1,176
-134
| -10% | -$51.6K | 0.02% | 201 |
|
|
2022
Q1 | $630K | Sell |
1,310
-334
| -20% | -$161K | 0.03% | 184 |
|
|
2021
Q4 | $1.06M | Buy |
1,644
+455
| +38% | +$293K | 0.04% | 167 |
|
|
2021
Q3 | $641K | Buy |
1,189
+2
| +0.2% | +$1.08K | 0.03% | 134 |
|
|
2021
Q2 | $582K | Buy |
1,187
+15
| +1% | +$7.36K | 0.03% | 140 |
|
|
2021
Q1 | $449K | Sell |
1,172
-198
| -14% | -$75.9K | 0.03% | 144 |
|
|
2020
Q4 | $520K | Buy |
+1,370
| New | +$520K | 0.04% | 131 |
|