Portside Wealth 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 | $631K | Buy |
801
+90
| +13% | +$70.9K | 0.09% | 209 |
|
|
2025
Q1 | $437K | Buy |
711
+83
| +13% | +$51K | 0.07% | 243 |
|
|
2024
Q4 | $395K | Buy |
628
+70
| +13% | +$44K | 0.07% | 265 |
|
|
2024
Q3 | $347K | Buy |
558
+60
| +12% | +$37.3K | 0.06% | 281 |
|
|
2024
Q2 | $327K | Buy |
498
+28
| +6% | +$18.4K | 0.06% | 259 |
|
|
2024
Q1 | $306K | Sell |
470
-56
| -11% | -$36.4K | 0.06% | 273 |
|
|
2023
Q4 | $329K | Buy |
526
+32
| +6% | +$20K | 0.06% | 254 |
|
|
2023
Q3 | $255K | Buy |
494
+38
| +8% | +$19.6K | 0.05% | 273 |
|
|
2023
Q2 | $209K | Buy |
+456
| New | +$209K | 0.04% | 320 |
|