Personal CFO Solutions’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
2,000
-1,118
| -36% | -$881K | 0.29% | 64 |
|
|
2025
Q1 | $1.91M | Buy |
3,118
+170
| +6% | +$104K | 0.39% | 46 |
|
|
2024
Q4 | $1.85M | Buy |
2,948
+1,059
| +56% | +$666K | 0.36% | 52 |
|
|
2024
Q3 | $1.17M | Sell |
1,889
-363
| -16% | -$225K | 0.16% | 118 |
|
|
2024
Q2 | $1.48M | Sell |
2,252
-32
| -1% | -$21K | 0.23% | 83 |
|
|
2024
Q1 | $1.48M | Buy |
2,284
+23
| +1% | +$15K | 0.23% | 82 |
|
|
2023
Q4 | $1.41M | Buy |
2,261
+126
| +6% | +$78.8K | 0.24% | 78 |
|
|
2023
Q3 | $1.09M | Buy |
2,135
+43
| +2% | +$22K | 0.22% | 88 |
|
|
2023
Q2 | $959K | Sell |
2,092
-14
| -0.7% | -$6.42K | 0.19% | 104 |
|
|
2023
Q1 | $939K | Sell |
2,106
-2
| -0.1% | -$892 | 0.19% | 98 |
|
|
2022
Q4 | $820K | Sell |
2,108
-64
| -3% | -$24.9K | 0.17% | 111 |
|
|
2022
Q3 | $841K | Buy |
2,172
+62
| +3% | +$24K | 0.21% | 92 |
|
|
2022
Q2 | $813K | Sell |
2,110
-357
| -14% | -$138K | 0.19% | 93 |
|
|
2022
Q1 | $1.19M | Buy |
2,467
+1,902
| +337% | +$914K | 0.23% | 87 |
|
|
2021
Q4 | $363K | Sell |
565
-97
| -15% | -$62.3K | 0.07% | 264 |
|
|
2021
Q3 | $357K | Sell |
662
-87
| -12% | -$46.9K | 0.07% | 246 |
|
|
2021
Q2 | $367K | Buy |
749
+70
| +10% | +$34.3K | 0.08% | 240 |
|
|
2021
Q1 | $260K | Sell |
679
-4
| -0.6% | -$1.53K | 0.06% | 303 |
|
|
2020
Q4 | $259K | Sell |
683
-127
| -16% | -$48.2K | 0.06% | 279 |
|
|
2020
Q3 | $0 | Buy |
810
+3
| +0.4% | – | ﹤0.01% | 237 |
|
|
2020
Q2 | $239K | Buy |
+807
| New | +$239K | 0.07% | 249 |
|