Plato Investment 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 | $7.2M | Buy |
9,174
+544
| +6% | +$427K | 0.54% | 32 |
|
|
2025
Q1 | $5.36M | Sell |
8,630
-1,968
| -19% | -$1.22M | 0.45% | 41 |
|
|
2024
Q4 | $6.69M | Buy |
10,598
+841
| +9% | +$530K | 0.49% | 34 |
|
|
2024
Q3 | $6.05M | Buy |
9,757
+628
| +7% | +$390K | 0.49% | 39 |
|
|
2024
Q2 | $6M | Buy |
9,129
+1,380
| +18% | +$907K | 0.56% | 34 |
|
|
2024
Q1 | $5.04M | Buy |
7,749
+7,030
| +978% | +$4.57M | 0.52% | 36 |
|
|
2023
Q4 | $449K | Buy |
+719
| New | +$449K | 0.55% | 43 |
|