Pine Harbor Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
404
| – | – | 0.11% | 74 |
|
|
2025
Q1 | $248K | Buy |
404
+1
| +0.2% | +$615 | 0.1% | 80 |
|
|
2024
Q4 | $254K | Hold |
403
| – | – | 0.1% | 82 |
|
|
2024
Q3 | $250K | Buy |
403
+1
| +0.2% | +$621 | 0.12% | 85 |
|
|
2024
Q2 | $265K | Hold |
402
| – | – | 0.16% | 77 |
|
|
2024
Q1 | $261K | Buy |
402
+1
| +0.2% | +$650 | 0.16% | 76 |
|
|
2023
Q4 | $251K | Buy |
+401
| New | +$251K | 0.19% | 80 |
|