Naviter Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
3,392
-10
| -0.3% | -$7.88K | 0.33% | 77 |
|
|
2025
Q1 | $2.04M | Sell |
3,402
-12
| -0.4% | -$7.19K | 0.25% | 114 |
|
|
2024
Q4 | $2.15M | Buy |
3,414
+544
| +19% | +$342K | 0.26% | 106 |
|
|
2024
Q3 | $1.78M | Buy |
2,870
+141
| +5% | +$87.6K | 0.25% | 115 |
|
|
2024
Q2 | $1.79M | Buy |
2,729
+223
| +9% | +$147K | 0.27% | 107 |
|
|
2024
Q1 | $1.63M | Buy |
2,506
+419
| +20% | +$272K | 0.27% | 109 |
|
|
2023
Q4 | $1.3M | Buy |
2,087
+422
| +25% | +$264K | 0.26% | 100 |
|
|
2023
Q3 | $851K | Sell |
1,665
-93
| -5% | -$47.5K | 0.21% | 122 |
|
|
2023
Q2 | $805K | Buy |
1,758
+293
| +20% | +$134K | 0.2% | 129 |
|
|
2023
Q1 | $653K | Buy |
+1,465
| New | +$653K | 0.23% | 123 |
|