Monetary Management Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,900
| Closed | -$1.19M | – | 327 |
|
|
2024
Q4 | $1.19M | Buy |
1,900
+20
| +1% | +$12.6K | 0.31% | 76 |
|
|
2024
Q3 | $1.17M | Hold |
1,880
| – | – | 0.3% | 77 |
|
|
2024
Q2 | $1.24M | Hold |
1,880
| – | – | 0.33% | 67 |
|
|
2024
Q1 | $1.22M | Buy |
1,880
+80
| +4% | +$52K | 0.34% | 70 |
|
|
2023
Q4 | $1.13M | Hold |
1,800
| – | – | 0.35% | 72 |
|
|
2023
Q3 | $920K | Hold |
1,800
| – | – | 0.31% | 80 |
|
|
2023
Q2 | $825K | Buy |
1,800
+75
| +4% | +$34.4K | 0.25% | 90 |
|
|
2023
Q1 | $769K | Hold |
1,725
| – | – | 0.23% | 96 |
|
|
2022
Q4 | $671K | Hold |
1,725
| – | – | 0.21% | 108 |
|
|
2022
Q3 | $668K | Hold |
1,725
| – | – | 0.22% | 102 |
|
|
2022
Q2 | $665K | Hold |
1,725
| – | – | 0.21% | 101 |
|
|
2022
Q1 | $829K | Hold |
1,725
| – | – | 0.22% | 92 |
|
|
2021
Q4 | $1.11M | Hold |
1,725
| – | – | 0.27% | 82 |
|
|
2021
Q3 | $931K | Hold |
1,725
| – | – | 0.26% | 90 |
|
|
2021
Q2 | $846K | Hold |
1,725
| – | – | 0.26% | 83 |
|
|
2021
Q1 | $661K | Buy |
+1,725
| New | +$661K | 0.21% | 103 |
|