Parcion Private Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
774
+89
| +13% | +$70.1K | 0.04% | 157 |
|
|
2025
Q1 | $421K | Buy |
685
+65
| +10% | +$39.9K | 0.03% | 183 |
|
|
2024
Q4 | $390K | Hold |
620
| – | – | 0.03% | 172 |
|
|
2024
Q3 | $385K | Buy |
+620
| New | +$385K | 0.03% | 178 |
|
|
2020
Q4 | – | Sell |
-1,633
| Closed | -$526K | – | 189 |
|
|
2020
Q3 | $526K | Hold |
1,633
| – | – | 0.08% | 123 |
|
|
2020
Q2 | $506K | Hold |
1,633
| – | – | 0.09% | 125 |
|
|
2020
Q1 | $376K | Sell |
1,633
-40
| -2% | -$9.21K | 0.1% | 119 |
|
|
2019
Q4 | $438K | Buy |
+1,673
| New | +$438K | 0.1% | 121 |
|