NewEdge 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 | $4.37M | Buy |
5,744
+351
| +7% | +$267K | 0.07% | 233 |
|
|
2025
Q1 | $3.31M | Sell |
5,393
-5,100
| -49% | -$3.13M | 0.06% | 250 |
|
|
2024
Q4 | $6.59M | Sell |
10,493
-277
| -3% | -$174K | 0.11% | 152 |
|
|
2024
Q3 | $6.69M | Buy |
10,770
+1,313
| +14% | +$815K | 0.12% | 151 |
|
|
2024
Q2 | $6.22M | Sell |
9,457
-174
| -2% | -$114K | 0.13% | 137 |
|
|
2024
Q1 | $5.91M | Sell |
9,631
-1,096
| -10% | -$673K | 0.13% | 140 |
|
|
2023
Q4 | $6.7M | Sell |
10,727
-1,055
| -9% | -$659K | 0.17% | 127 |
|
|
2023
Q3 | $6.02M | Sell |
11,782
-2,311
| -16% | -$1.18M | 0.19% | 122 |
|
|
2023
Q2 | $6.46M | Buy |
14,093
+5,206
| +59% | +$2.39M | 0.22% | 113 |
|
|
2023
Q1 | $3.96M | Buy |
8,887
+1,192
| +15% | +$531K | 0.15% | 134 |
|
|
2022
Q4 | $3M | Buy |
7,695
+376
| +5% | +$146K | 0.13% | 152 |
|
|
2022
Q3 | $2.84M | Sell |
7,319
-525
| -7% | -$203K | 0.13% | 146 |
|
|
2022
Q2 | $3.02M | Buy |
7,844
+4,275
| +120% | +$1.65M | 0.14% | 139 |
|
|
2022
Q1 | $1.72M | Buy |
3,569
+556
| +18% | +$267K | 0.08% | 173 |
|
|
2021
Q4 | $1.94M | Buy |
3,013
+117
| +4% | +$75.3K | 0.08% | 174 |
|
|
2021
Q3 | $1.56M | Buy |
2,896
+228
| +9% | +$123K | 0.09% | 145 |
|
|
2021
Q2 | $1.31M | Sell |
2,668
-169
| -6% | -$82.9K | 0.1% | 153 |
|
|
2021
Q1 | $1.09M | Buy |
+2,837
| New | +$1.09M | 0.11% | 149 |
|