Premier Path Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Buy |
2,236
+202
| +10% | +$159K | 0.25% | 97 |
|
2025
Q1 | $1.25M | Buy |
2,034
+112
| +6% | +$68.8K | 0.19% | 129 |
|
2024
Q4 | $1.21M | Sell |
1,922
-59
| -3% | -$37.1K | 0.18% | 130 |
|
2024
Q3 | $1.23M | Buy |
1,981
+24
| +1% | +$14.9K | 0.19% | 131 |
|
2024
Q2 | $1.29M | Buy |
1,957
+38
| +2% | +$25K | 0.22% | 112 |
|
2024
Q1 | $1.25M | Sell |
1,919
-11
| -0.6% | -$7.16K | 0.24% | 109 |
|
2023
Q4 | $1.18M | Buy |
+1,930
| New | +$1.18M | 0.26% | 96 |
|