Orion Portfolio Solutions’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$20.6M Sell
2024
Q4
$22.3M Buy
2024
Q3
$20.2M Sell
2024
Q2
$22.6M Sell
2024
Q1
$25.8M Sell
2023
Q4
$25.2M Sell
2023
Q3
$23.2M Sell
2023
Q2
$22.3M Sell
2023
Q1
$22.9M Buy
2022
Q4
$607K Sell
2022
Q3
$611K Buy
2022
Q2
$497K Sell
2022
Q1
$630K Sell
2021
Q4
$879K Buy
2021
Q3
$689K Buy
2021
Q2
$522K Sell
2021
Q1
$411K Buy
2020
Q4
$382K Sell
2020
Q3
$328K Buy
2020
Q2
$293K Sell
2020
Q1
$233K Buy
2019
Q4
$240K Buy