Provenance Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
143
+97
| +211% | +$76.4K | 0.02% | 156 |
|
|
2025
Q1 | $28.2K | Hold |
46
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $28.9K | Hold |
46
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $28.6K | Hold |
46
| – | – | ﹤0.01% | 267 |
|
|
2024
Q2 | $30.2K | Hold |
46
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $29.9K | Hold |
46
| – | – | ﹤0.01% | 251 |
|
|
2023
Q4 | $28.8K | Buy |
46
+40
| +667% | +$25K | ﹤0.01% | 240 |
|
|
2023
Q3 | $3.07K | Buy |
+6
| New | +$3.07K | ﹤0.01% | 290 |
|