Pinkerton Retirement Specialists’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99M Sell
3,797
-98
-3% -$77.2K 0.36% 66
2025
Q1
$2.39M Sell
3,895
-127
-3% -$78K 0.31% 60
2024
Q4
$2.53M Sell
4,022
-41
-1% -$25.8K 0.37% 67
2024
Q3
$2.52M Buy
4,063
+116
+3% +$72K 0.37% 69
2024
Q2
$2.59M Buy
3,947
+201
+5% +$132K 0.4% 62
2024
Q1
$2.43M Sell
3,746
-435
-10% -$283K 0.39% 64
2023
Q4
$2.61M Sell
4,181
-253
-6% -$158K 0.5% 50
2023
Q3
$2.27M Sell
4,434
-115
-3% -$58.8K 0.49% 60
2023
Q2
$2.08M Sell
4,549
-61
-1% -$28K 0.41% 69
2023
Q1
$2.06M Buy
+4,610
New +$2.06M 0.38% 73
2017
Q1
Sell
-78
Closed -$9K 307
2016
Q4
$9K Hold
78
﹤0.01% 407
2016
Q3
$9K Buy
78
+17
+28% +$1.96K ﹤0.01% 410
2016
Q2
$7K Buy
+61
New +$7K ﹤0.01% 430