Phoenix 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 | $10.9M | Sell |
13,861
-1,690
| -11% | -$1.33M | 0.14% | 81 |
|
|
2025
Q1 | $9.56M | Buy |
15,551
+10,700
| +221% | +$6.58M | 0.15% | 97 |
|
|
2024
Q4 | $3.05M | Sell |
4,851
-5,227
| -52% | -$3.29M | 0.04% | 170 |
|
|
2024
Q3 | $6.27M | Sell |
10,078
-1,467
| -13% | -$912K | 0.09% | 120 |
|
|
2024
Q2 | $7.54M | Sell |
11,545
-333
| -3% | -$217K | 0.11% | 104 |
|
|
2024
Q1 | $7.71M | Buy |
11,878
+9,734
| +454% | +$6.31M | 0.11% | 92 |
|
|
2023
Q4 | $1.34M | Buy |
2,144
+4
| +0.2% | +$2.51K | 0.02% | 209 |
|
|
2023
Q3 | $1.1M | Sell |
2,140
-3,234
| -60% | -$1.66M | 0.02% | 208 |
|
|
2023
Q2 | $2.45M | Buy |
5,374
+4,863
| +952% | +$2.22M | 0.05% | 140 |
|
|
2023
Q1 | $228K | Buy |
+511
| New | +$228K | 0.01% | 255 |
|
|
2021
Q2 | – | Sell |
-3,932
| Closed | -$1.5M | – | 351 |
|
|
2021
Q1 | $1.5M | Sell |
3,932
-363
| -8% | -$138K | 0.03% | 254 |
|
|
2020
Q4 | $1.62M | Buy |
4,295
+3,548
| +475% | +$1.34M | 0.04% | 194 |
|
|
2020
Q3 | $228K | Hold |
747
| – | – | 0.01% | 280 |
|
|
2020
Q2 | $203K | Buy |
+747
| New | +$203K | 0.01% | 293 |
|