Okabena Investment Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
2,802
+100
| +4% | +$78.8K | 0.49% | 40 |
|
|
2025
Q1 | $1.66M | Buy |
2,702
+837
| +45% | +$514K | 0.42% | 47 |
|
|
2024
Q4 | $1.17M | Sell |
1,865
-700
| -27% | -$440K | 0.33% | 58 |
|
|
2024
Q3 | $1.59M | Buy |
2,565
+74
| +3% | +$46K | 0.45% | 44 |
|
|
2024
Q2 | $1.64M | Buy |
2,491
+626
| +34% | +$411K | 0.52% | 42 |
|
|
2024
Q1 | $1.21M | Hold |
1,865
| – | – | 0.4% | 61 |
|
|
2023
Q4 | $1.17M | Buy |
+1,865
| New | +$1.17M | 0.45% | 58 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$18.8K | – | 119 |
|
|
2023
Q2 | $18.8K | Buy |
+41
| New | +$18.8K | 0.01% | 96 |
|
|
2023
Q1 | – | Sell |
-900
| Closed | -$350K | – | 222 |
|
|
2022
Q4 | $350K | Sell |
900
-933
| -51% | -$363K | 0.23% | 77 |
|
|
2022
Q3 | $710K | Buy |
1,833
+900
| +96% | +$349K | 0.34% | 73 |
|
|
2022
Q2 | $360K | Hold |
933
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $449K | Hold |
933
| – | – | 0.19% | 80 |
|
|
2021
Q4 | $600K | Hold |
933
| – | – | 0.23% | 74 |
|
|
2021
Q3 | $503K | Hold |
933
| – | – | 0.26% | 61 |
|
|
2021
Q2 | $457K | Buy |
+933
| New | +$457K | 0.22% | 60 |
|