Perennial Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
650
+57
| +10% | +$44.9K | 0.05% | 257 |
|
|
2025
Q1 | $364K | Sell |
593
-19
| -3% | -$11.7K | 0.04% | 278 |
|
|
2024
Q4 | $385K | Buy |
612
+51
| +9% | +$32.1K | 0.05% | 255 |
|
|
2024
Q3 | $348K | Sell |
561
-1
| -0.2% | -$621 | 0.05% | 263 |
|
|
2024
Q2 | $369K | Buy |
562
+6
| +1% | +$3.94K | 0.05% | 244 |
|
|
2024
Q1 | $361K | Sell |
556
-7
| -1% | -$4.55K | 0.05% | 223 |
|
|
2023
Q4 | $352K | Sell |
563
-5
| -0.9% | -$3.13K | 0.06% | 213 |
|
|
2023
Q3 | $290K | Sell |
568
-4
| -0.7% | -$2.04K | 0.05% | 241 |
|
|
2023
Q2 | $262K | Buy |
+572
| New | +$262K | 0.05% | 268 |
|
|
2022
Q2 | – | Sell |
-455
| Closed | -$219K | – | 209 |
|
|
2022
Q1 | $219K | Buy |
455
+15
| +3% | +$7.22K | 0.07% | 192 |
|
|
2021
Q4 | $281K | Buy |
440
+40
| +10% | +$25.5K | 0.09% | 182 |
|
|
2021
Q3 | $216K | Buy |
+400
| New | +$216K | 0.08% | 197 |
|