Petix & Botte Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
400
| – | – | 0.08% | 105 |
|
|
2025
Q1 | $246K | Hold |
400
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $251K | Hold |
400
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $248K | Hold |
400
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $263K | Buy |
+400
| New | +$263K | 0.07% | 104 |
|
|
2024
Q1 | – | Sell |
-400
| Closed | -$250K | – | 148 |
|
|
2023
Q4 | $250K | Hold |
400
| – | – | 0.07% | 107 |
|
|
2023
Q3 | $204K | Buy |
+400
| New | +$204K | 0.06% | 115 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$216K | – | 93 |
|
|
2021
Q3 | $216K | Buy |
+400
| New | +$216K | 0.07% | 110 |
|