Moss Adams Wealth 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 | $2.12M | Buy |
2,695
+53
| +2% | +$41.7K | 0.19% | 47 |
|
|
2025
Q1 | $1.62M | Buy |
2,642
+186
| +8% | +$114K | 0.17% | 47 |
|
|
2024
Q4 | $1.54M | Buy |
2,456
+45
| +2% | +$28.3K | 0.16% | 42 |
|
|
2024
Q3 | $1.5M | Buy |
2,411
+81
| +3% | +$50.3K | 0.16% | 42 |
|
|
2024
Q2 | $1.53M | Buy |
2,330
+75
| +3% | +$49.3K | 0.21% | 39 |
|
|
2024
Q1 | $1.47M | Buy |
2,255
+175
| +8% | +$114K | 0.24% | 39 |
|
|
2023
Q4 | $1.3M | Buy |
2,080
+14
| +0.7% | +$8.75K | 0.27% | 30 |
|
|
2023
Q3 | $1.06M | Sell |
2,066
-1
| -0% | -$511 | 0.36% | 25 |
|
|
2023
Q2 | $947K | Buy |
2,067
+52
| +3% | +$23.8K | 0.31% | 30 |
|
|
2023
Q1 | $898K | Buy |
2,015
+17
| +0.9% | +$7.58K | 0.31% | 28 |
|
|
2022
Q4 | $778K | Buy |
+1,998
| New | +$778K | 0.39% | 40 |
|