PAX 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 | $726K | Sell |
922
-165
| -15% | -$130K | 0.14% | 114 |
|
2025
Q1 | $667K | Sell |
1,087
-333
| -23% | -$204K | 0.12% | 138 |
|
2024
Q4 | $892K | Buy |
1,420
+65
| +5% | +$40.9K | 0.16% | 114 |
|
2024
Q3 | $841K | Buy |
1,355
+35
| +3% | +$21.7K | 0.15% | 118 |
|
2024
Q2 | $868K | Buy |
1,320
+132
| +11% | +$86.8K | 0.17% | 112 |
|
2024
Q1 | $772K | Sell |
1,188
-69
| -5% | -$44.9K | 0.16% | 118 |
|
2023
Q4 | $821K | Sell |
1,257
-140
| -10% | -$91.4K | 0.17% | 108 |
|
2023
Q3 | $714K | Sell |
1,397
-144
| -9% | -$73.6K | 0.16% | 106 |
|
2023
Q2 | $706K | Sell |
1,541
-144
| -9% | -$66K | 0.16% | 110 |
|
2023
Q1 | $751K | Buy |
1,685
+30
| +2% | +$13.4K | 0.18% | 89 |
|
2022
Q4 | $644K | Sell |
1,655
-147
| -8% | -$57.2K | 0.16% | 102 |
|
2022
Q3 | $698K | Buy |
1,802
+40
| +2% | +$15.5K | 0.18% | 93 |
|
2022
Q2 | $679K | Buy |
1,762
+288
| +20% | +$111K | 0.17% | 100 |
|
2022
Q1 | $709K | Buy |
1,474
+204
| +16% | +$98.1K | 0.16% | 110 |
|
2021
Q4 | $817K | Sell |
1,270
-230
| -15% | -$148K | 0.18% | 92 |
|
2021
Q3 | $809K | Sell |
1,500
-201
| -12% | -$108K | 0.2% | 79 |
|
2021
Q2 | $834K | Buy |
1,701
+58
| +4% | +$28.4K | 0.21% | 74 |
|
2021
Q1 | $629K | Buy |
1,643
+100
| +6% | +$38.3K | 0.18% | 91 |
|
2020
Q4 | $586K | Buy |
1,543
+12
| +0.8% | +$4.56K | 0.18% | 74 |
|
2020
Q3 | $499K | Buy |
+1,531
| New | +$499K | 0.18% | 82 |
|