Omnia Family 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 | $219K | Buy |
+278
| New | +$219K | 0.08% | 89 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$4K | – | 302 |
|
|
2019
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 337 |
|
|
2018
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 373 |
|
|
2018
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 356 |
|
|
2018
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 362 |
|
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 454 |
|
|
2017
Q3 | $2K | Sell |
15
-29
| -66% | -$3.87K | ﹤0.01% | 465 |
|
|
2017
Q2 | $6K | Hold |
44
| – | – | ﹤0.01% | 354 |
|
|
2017
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 382 |
|
|
2016
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 377 |
|