Paladin Advisory 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 | $67.7K | Hold |
86
| – | – | 0.05% | 130 |
|
|
2025
Q1 | $52.8K | Hold |
86
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $54.1K | Sell |
86
-1
| -1% | -$629 | 0.04% | 147 |
|
|
2024
Q3 | $54K | Hold |
87
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $56.6K | Hold |
87
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $55.7K | Hold |
87
| – | – | 0.04% | 138 |
|
|
2023
Q4 | $54.4K | Sell |
87
-3
| -3% | -$1.88K | 0.04% | 137 |
|
|
2023
Q3 | $46K | Hold |
90
| – | – | 0.04% | 154 |
|
|
2023
Q2 | $41.2K | Hold |
90
| – | – | 0.03% | 164 |
|
|
2023
Q1 | $40.1K | Buy |
+90
| New | +$40.1K | 0.03% | 163 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 112 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 111 |
|
|
2022
Q2 | – | Sell |
-94
| Closed | -$45K | – | 112 |
|
|
2022
Q1 | $45K | Buy |
+94
| New | +$45K | 0.04% | 179 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 109 |
|