Perigon Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.2M | Buy |
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|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $3.22M | Buy |
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|
2024
Q4 | $2.91M | Buy |
|
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|
2024
Q3 | $2.88M | Buy |
|
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.79M | Buy |
|
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.3M | Buy |
|
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|
2023
Q2 | $1.04M | Buy |
|
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $952K | Buy |
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|
2022
Q3 | $893K | Buy |
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|
2022
Q2 | $871K | Buy |
|
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|
2022
Q1 | $932K | Buy |
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|
2021
Q4 | $927K | Buy |
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|
2021
Q3 | $593K | Buy |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $363K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $252K | Buy |
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $27K | Hold |
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|
2016
Q4 | $30K | Hold |
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|
2016
Q3 | $26K | Hold |
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|
2016
Q2 | $26K | Sell |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $216K | Buy |
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