Northern Financial 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 | $952K | Buy |
1,209
+15
| +1% | +$11.8K | 0.71% | 46 |
|
|
2025
Q1 | $733K | Sell |
1,194
-3
| -0.3% | -$1.84K | 0.61% | 54 |
|
|
2024
Q4 | $752K | Sell |
1,197
-142
| -11% | -$89.2K | 0.6% | 51 |
|
|
2024
Q3 | $832K | Hold |
1,339
| – | – | 0.63% | 51 |
|
|
2024
Q2 | $880K | Sell |
1,339
-32
| -2% | -$21K | 0.71% | 50 |
|
|
2024
Q1 | $891K | Sell |
1,371
-37
| -3% | -$24.1K | 0.7% | 48 |
|
|
2023
Q4 | $880K | Buy |
1,408
+4
| +0.3% | +$2.5K | 0.74% | 49 |
|
|
2023
Q3 | $717K | Sell |
1,404
-28
| -2% | -$14.3K | 0.66% | 50 |
|
|
2023
Q2 | $656K | Sell |
1,432
-19
| -1% | -$8.71K | 0.58% | 54 |
|
|
2023
Q1 | $647K | Sell |
1,451
-79
| -5% | -$35.2K | 0.61% | 52 |
|
|
2022
Q4 | $596K | Buy |
+1,530
| New | +$596K | 0.67% | 52 |
|