Pinnacle Wealth Management Advisory Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
954
+163
| +21% | +$128K | 0.06% | 172 |
|
|
2025
Q1 | $486K | Buy |
791
+20
| +3% | +$12.3K | 0.05% | 213 |
|
|
2024
Q4 | $485K | Buy |
771
+7
| +0.9% | +$4.4K | 0.05% | 203 |
|
|
2024
Q3 | $474K | Sell |
764
-208
| -21% | -$129K | 0.05% | 210 |
|
|
2024
Q2 | $639K | Buy |
972
+25
| +3% | +$16.4K | 0.07% | 168 |
|
|
2024
Q1 | $616K | Buy |
947
+36
| +4% | +$23.4K | 0.07% | 166 |
|
|
2023
Q4 | $569K | Hold |
911
| – | – | 0.07% | 164 |
|
|
2023
Q3 | $465K | Buy |
911
+18
| +2% | +$9.2K | 0.06% | 184 |
|
|
2023
Q2 | $409K | Sell |
893
-1
| -0.1% | -$458 | 0.05% | 204 |
|
|
2023
Q1 | $398K | Sell |
894
-45
| -5% | -$20.1K | 0.05% | 199 |
|
|
2022
Q4 | $365K | Buy |
939
+74
| +9% | +$28.8K | 0.05% | 204 |
|
|
2022
Q3 | $335K | Buy |
+865
| New | +$335K | 0.06% | 204 |
|