Operose Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-95
| Closed | -$59K | – | 535 |
|
|
2024
Q3 | $59K | Hold |
95
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $62.4K | Hold |
95
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $61.8K | Sell |
95
-84
| -47% | -$54.6K | 0.02% | 228 |
|
|
2023
Q4 | $112K | Sell |
179
-306
| -63% | -$191K | 0.04% | 148 |
|
|
2023
Q3 | $248K | Buy |
+485
| New | +$248K | 0.1% | 98 |
|