Prestige Wealth Management 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 | $552K | Buy |
701
+1
| +0.1% | +$788 | 0.11% | 99 |
|
|
2025
Q1 | $430K | Buy |
700
+4
| +0.6% | +$2.46K | 0.09% | 107 |
|
|
2024
Q4 | $437K | Buy |
696
+1
| +0.1% | +$629 | 0.09% | 109 |
|
|
2024
Q3 | $432K | Sell |
695
-6
| -0.9% | -$3.73K | 0.09% | 108 |
|
|
2024
Q2 | $461K | Sell |
701
-21
| -3% | -$13.8K | 0.1% | 93 |
|
|
2024
Q1 | $469K | Buy |
722
+1
| +0.1% | +$650 | 0.1% | 94 |
|
|
2023
Q4 | $451K | Buy |
721
+57
| +9% | +$35.6K | 0.1% | 92 |
|
|
2023
Q3 | $339K | Buy |
664
+7
| +1% | +$3.58K | 0.08% | 99 |
|
|
2023
Q2 | $301K | Sell |
657
-20
| -3% | -$9.16K | 0.07% | 116 |
|
|
2023
Q1 | $302K | Sell |
677
-335
| -33% | -$149K | 0.08% | 119 |
|
|
2022
Q4 | $394K | Buy |
1,012
+425
| +72% | +$165K | 0.1% | 92 |
|
|
2022
Q3 | $227K | Buy |
587
+57
| +11% | +$22K | 0.06% | 127 |
|
|
2022
Q2 | $205K | Buy |
530
+424
| +400% | +$164K | 0.06% | 132 |
|
|
2022
Q1 | $51K | Buy |
106
+1
| +1% | +$481 | 0.01% | 240 |
|
|
2021
Q4 | $68K | Hold |
105
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $57K | Buy |
105
+3
| +3% | +$1.63K | 0.01% | 242 |
|
|
2021
Q2 | $50K | Hold |
102
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $39K | Hold |
102
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $39K | Hold |
102
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $33K | Hold |
102
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $30K | Sell |
102
-172
| -63% | -$50.6K | 0.01% | 281 |
|
|
2020
Q1 | $62K | Buy |
274
+271
| +9,033% | +$61.3K | 0.03% | 158 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 536 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$30K | – | 807 |
|
|
2018
Q4 | $30K | Buy |
+150
| New | +$30K | 0.02% | 248 |
|