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