Newbridge Financial Services Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
348
| – | – | 0.04% | 252 |
|
|
2025
Q1 | $213K | Sell |
348
-14
| -4% | -$8.59K | 0.05% | 188 |
|
|
2024
Q4 | $228K | Buy |
+362
| New | +$228K | 0.06% | 192 |
|
|
2024
Q3 | – | Sell |
-363
| Closed | -$239K | – | 868 |
|
|
2024
Q2 | $239K | Sell |
363
-477
| -57% | -$314K | 0.09% | 162 |
|
|
2024
Q1 | $546K | Buy |
840
+416
| +98% | +$270K | 0.24% | 91 |
|
|
2023
Q4 | $265K | Buy |
424
+74
| +21% | +$46.3K | 0.13% | 153 |
|
|
2023
Q3 | $179K | Buy |
350
+1
| +0.3% | +$510 | 0.09% | 201 |
|
|
2023
Q2 | $160K | Hold |
349
| – | – | 0.08% | 233 |
|
|
2023
Q1 | $155K | Buy |
349
+1
| +0.3% | +$445 | 0.08% | 236 |
|
|
2022
Q4 | $135K | Buy |
348
+336
| +2,800% | +$131K | 0.08% | 246 |
|
|
2022
Q3 | $5K | Hold |
12
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q2 | $5K | Hold |
12
| – | – | ﹤0.01% | 1010 |
|
|
2022
Q1 | $6K | Sell |
12
-680
| -98% | -$340K | ﹤0.01% | 1062 |
|
|
2021
Q4 | $445K | Sell |
692
-8
| -1% | -$5.15K | 0.21% | 99 |
|
|
2021
Q3 | $378K | Hold |
700
| – | – | 0.24% | 96 |
|
|
2021
Q2 | $343K | Sell |
700
-15
| -2% | -$7.35K | 0.21% | 114 |
|
|
2021
Q1 | $274K | Buy |
715
+65
| +10% | +$24.9K | 0.2% | 122 |
|
|
2020
Q4 | $247K | Hold |
650
| – | – | 0.2% | 108 |
|
|
2020
Q3 | $212K | Buy |
+650
| New | +$212K | 0.21% | 108 |
|