Private Client Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
770
+8
| +1% | +$6.3K | 0.24% | 88 |
|
|
2025
Q1 | $468K | Sell |
762
-9
| -1% | -$5.53K | 0.23% | 93 |
|
|
2024
Q4 | $484K | Buy |
771
+1
| +0.1% | +$628 | 0.26% | 86 |
|
|
2024
Q3 | $478K | Buy |
770
+1
| +0.1% | +$621 | 0.26% | 82 |
|
|
2024
Q2 | $505K | Buy |
769
+2
| +0.3% | +$1.31K | 0.32% | 67 |
|
|
2024
Q1 | $499K | Buy |
767
+35
| +5% | +$22.8K | 0.34% | 67 |
|
|
2023
Q4 | $458K | Buy |
+732
| New | +$458K | 0.38% | 81 |
|