Powell Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
523
| – | – | 0.15% | 83 |
|
|
2025
Q1 | $321K | Hold |
523
| – | – | 0.16% | 85 |
|
|
2024
Q4 | $329K | Hold |
523
| – | – | 0.15% | 88 |
|
|
2024
Q3 | $325K | Buy |
523
+18
| +4% | +$11.2K | 0.15% | 83 |
|
|
2024
Q2 | $332K | Buy |
505
+60
| +13% | +$39.4K | 0.17% | 79 |
|
|
2024
Q1 | $289K | Hold |
445
| – | – | 0.15% | 84 |
|
|
2023
Q4 | $278K | Hold |
445
| – | – | 0.15% | 83 |
|
|
2023
Q3 | $227K | Buy |
+445
| New | +$227K | 0.14% | 96 |
|