MorganRosel 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 | $851K | Buy |
1,081
+178
| +20% | +$140K | 0.23% | 67 |
|
|
2025
Q1 | $554K | Buy |
903
+8
| +0.9% | +$4.91K | 0.17% | 80 |
|
|
2024
Q4 | $563K | Sell |
895
-243
| -21% | -$153K | 0.18% | 79 |
|
|
2024
Q3 | $707K | Sell |
1,138
-223
| -16% | -$138K | 0.23% | 68 |
|
|
2024
Q2 | $894K | Sell |
1,361
-169
| -11% | -$111K | 0.32% | 58 |
|
|
2024
Q1 | $995K | Buy |
1,530
+142
| +10% | +$92.3K | 0.35% | 56 |
|
|
2023
Q4 | $868K | Buy |
+1,388
| New | +$868K | 0.34% | 56 |
|