Principal Securities’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.69M Sell
4,681
-2,604
-36% -$2.05M 0.07% 272
2025
Q1
$4.58M Buy
7,285
+50
+0.7% +$31.4K 0.1% 195
2024
Q4
$4.55M Buy
7,235
+347
+5% +$218K 0.1% 195
2024
Q3
$4.28M Buy
6,888
+606
+10% +$376K 0.1% 191
2024
Q2
$4.13M Buy
6,282
+909
+17% +$597K 0.11% 167
2024
Q1
$3.49M Buy
5,373
+603
+13% +$392K 0.11% 182
2023
Q4
$2.98M Buy
+4,770
New +$2.98M 0.11% 176