Oxford Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
962
+166
| +21% | +$131K | 0.05% | 98 |
|
|
2025
Q1 | $489K | Buy |
796
+29
| +4% | +$17.8K | 0.03% | 135 |
|
|
2024
Q4 | $482K | Sell |
767
-1,405
| -65% | -$884K | 0.03% | 151 |
|
|
2024
Q3 | $1.35M | Sell |
2,172
-43
| -2% | -$26.7K | 0.09% | 72 |
|
|
2024
Q2 | $1.46M | Buy |
2,215
+81
| +4% | +$53.2K | 0.1% | 72 |
|
|
2024
Q1 | $1.39M | Sell |
2,134
-925
| -30% | -$601K | 0.1% | 66 |
|
|
2023
Q4 | $1.91M | Buy |
3,059
+965
| +46% | +$603K | 0.14% | 51 |
|
|
2023
Q3 | $1.07M | Buy |
2,094
+652
| +45% | +$333K | 0.09% | 74 |
|
|
2023
Q2 | $661K | Sell |
1,442
-152
| -10% | -$69.6K | 0.06% | 110 |
|
|
2023
Q1 | $711K | Hold |
1,594
| – | – | 0.08% | 84 |
|
|
2022
Q4 | $620K | Buy |
1,594
+258
| +19% | +$100K | 0.07% | 94 |
|
|
2022
Q3 | $517K | Sell |
1,336
-13
| -1% | -$5.03K | 0.08% | 95 |
|
|
2022
Q2 | $520K | Sell |
1,349
-9
| -0.7% | -$3.47K | 0.08% | 102 |
|
|
2022
Q1 | $653K | Hold |
1,358
| – | – | 0.08% | 98 |
|
|
2021
Q4 | $873K | Buy |
+1,358
| New | +$873K | 0.1% | 88 |
|