Principle Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $947K | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $816K | Hold |
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|
2024
Q4 | $835K | Buy |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $795K | Buy |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $756K | Hold |
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|
2023
Q3 | $618K | Buy |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $468K | Hold |
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|
2022
Q3 | $466 | Buy |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $342K | Hold |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $235K | Buy |
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