Peloton Wealth Strategists’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.51M Buy
4,462
+48
+1% +$37.8K 1.41% 26
2025
Q1
$2.71M Buy
4,414
+15
+0.3% +$9.21K 1.13% 34
2024
Q4
$2.77M Buy
4,399
+738
+20% +$464K 1.12% 34
2024
Q3
$2.27M Buy
3,661
+3,240
+770% +$2.01M 0.9% 43
2024
Q2
$277K Buy
421
+14
+3% +$9.21K 0.11% 86
2024
Q1
$265K Buy
407
+10
+3% +$6.51K 0.11% 87
2023
Q4
$248K Buy
+397
New +$248K 0.11% 91