Moneta Group Investment 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 | $1.89M | Buy |
2,394
+83
| +4% | +$65.4K | 0.02% | 231 |
|
|
2025
Q1 | $1.42M | Buy |
2,311
+2
| +0.1% | +$1.23K | 0.02% | 252 |
|
|
2024
Q4 | $1.45M | Sell |
2,309
-44
| -2% | -$27.7K | 0.02% | 244 |
|
|
2024
Q3 | $1.46M | Sell |
2,353
-103
| -4% | -$64K | 0.02% | 240 |
|
|
2024
Q2 | $1.61M | Buy |
2,456
+181
| +8% | +$119K | 0.03% | 211 |
|
|
2024
Q1 | $1.48M | Buy |
2,275
+277
| +14% | +$180K | 0.02% | 220 |
|
|
2023
Q4 | $1.25M | Sell |
1,998
-11
| -0.5% | -$6.88K | 0.02% | 211 |
|
|
2023
Q3 | $1.03M | Sell |
2,009
-88
| -4% | -$45K | 0.02% | 220 |
|
|
2023
Q2 | $961K | Buy |
2,097
+60
| +3% | +$27.5K | 0.02% | 227 |
|
|
2023
Q1 | $908K | Buy |
2,037
+246
| +14% | +$110K | 0.02% | 227 |
|
|
2022
Q4 | $757K | Buy |
1,791
+28
| +2% | +$11.8K | 0.02% | 234 |
|
|
2022
Q3 | $683K | Sell |
1,763
-437
| -20% | -$169K | 0.03% | 232 |
|
|
2022
Q2 | $848K | Buy |
+2,200
| New | +$848K | 0.03% | 228 |
|
|
2018
Q2 | – | Sell |
-170
| Closed | -$29K | – | 506 |
|
|
2018
Q1 | $29K | Buy |
170
+167
| +5,567% | +$28.5K | ﹤0.01% | 359 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 503 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$44K | – | 275 |
|
|
2015
Q3 | $44K | Buy |
+500
| New | +$44K | 0.01% | 245 |
|