Principle 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 | $1.09M | Buy |
1,379
+51
| +4% | +$40.2K | 0.07% | 155 |
|
|
2025
Q1 | $816K | Hold |
1,328
| – | – | 0.06% | 174 |
|
|
2024
Q4 | $835K | Buy |
1,328
+118
| +10% | +$74.2K | 0.06% | 170 |
|
|
2024
Q3 | $751K | Buy |
1,210
+1
| +0.1% | +$621 | 0.05% | 185 |
|
|
2024
Q2 | $795K | Buy |
1,209
+1
| +0.1% | +$657 | 0.06% | 173 |
|
|
2024
Q1 | $785K | Sell |
1,208
-2
| -0.2% | -$1.3K | 0.06% | 177 |
|
|
2023
Q4 | $756K | Hold |
1,210
| – | – | 0.07% | 175 |
|
|
2023
Q3 | $618K | Buy |
1,210
+1
| +0.1% | +$511 | 0.06% | 182 |
|
|
2023
Q2 | $554K | Buy |
1,209
+6
| +0.5% | +$2.75K | 0.06% | 189 |
|
|
2023
Q1 | $536K | Buy |
1,203
+1
| +0.1% | +$446 | 0.06% | 189 |
|
|
2022
Q4 | $468K | Hold |
1,202
| – | – | 0.05% | 201 |
|
|
2022
Q3 | $466 | Buy |
1,202
+100
| +9% | +$39 | 0.04% | 187 |
|
|
2022
Q2 | $425K | Sell |
1,102
-200
| -15% | -$77.1K | 0.05% | 207 |
|
|
2022
Q1 | $626K | Buy |
1,302
+200
| +18% | +$96.2K | 0.07% | 178 |
|
|
2021
Q4 | $709K | Buy |
1,102
+102
| +10% | +$65.6K | 0.07% | 168 |
|
|
2021
Q3 | $540K | Hold |
1,000
| – | – | 0.06% | 185 |
|
|
2021
Q2 | $490K | Hold |
1,000
| – | – | 0.06% | 201 |
|
|
2021
Q1 | $383K | Buy |
1,000
+100
| +11% | +$38.3K | 0.04% | 215 |
|
|
2020
Q4 | $342K | Hold |
900
| – | – | 0.05% | 213 |
|
|
2020
Q3 | $294K | Sell |
900
-26
| -3% | -$8.49K | 0.08% | 125 |
|
|
2020
Q2 | $274K | Buy |
926
+26
| +3% | +$7.69K | 0.08% | 125 |
|
|
2020
Q1 | $207K | Hold |
900
| – | – | 0.08% | 130 |
|
|
2019
Q4 | $236K | Hold |
900
| – | – | 0.08% | 149 |
|
|
2019
Q3 | $239K | Hold |
900
| – | – | 0.08% | 147 |
|
|
2019
Q2 | $235K | Hold |
900
| – | – | 0.12% | 123 |
|
|
2019
Q1 | $235K | Buy |
+900
| New | +$235K | 0.13% | 114 |
|