Oxford Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $699K | Buy |
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|
2025
Q2 | $758K | Buy |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $482K | Sell |
|
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.46M | Buy |
|
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.91M | Buy |
|
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $661K | Sell |
|
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|
2023
Q1 | $711K | Hold |
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|
2022
Q4 | $620K | Buy |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $653K | Hold |
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|
2021
Q4 | $873K | Buy |
|