REDW Wealth’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,077	Closed	-$1.91M	–	135
2024 Q3	$1.91M	Hold	3,077	–	–	0.49%	34
2024 Q2	$2.02M	Sell	3,077 -75	-2%	-$49.3K	0.53%	34
2024 Q1	$2.05M	Hold	3,152	–	–	0.55%	32
2023 Q4	$1.97M	Hold	3,152	–	–	0.56%	31
2023 Q3	$1.61M	Buy	3,152 +9	+0.3%	+$4.6K	0.5%	34
2023 Q2	$1.44M	Hold	3,143	–	–	0.43%	36
2023 Q1	$1.4M	Hold	3,143	–	–	0.45%	36
2022 Q4	$1.22M	Sell	3,143 -25	-0.8%	-$9.73K	0.42%	37
2022 Q3	$1.23M	Hold	3,168	–	–	0.47%	33
2022 Q2	$1.22M	Hold	3,168	–	–	0.45%	30
2022 Q1	$1.52M	Hold	3,168	–	–	0.45%	25
2021 Q4	$2.04M	Hold	3,168	–	–	0.59%	23
2021 Q3	$1.71M	Hold	3,168	–	–	0.54%	25
2021 Q2	$1.55M	Hold	3,168	–	–	0.49%	26
2021 Q1	$1.21M	Hold	3,168	–	–	0.41%	27
2020 Q4	$1.2M	Hold	3,168	–	–	0.45%	24
2020 Q3	$1.03M	Hold	3,168	–	–	0.43%	25
2020 Q2	$938K	Hold	3,168	–	–	0.46%	23
2020 Q1	$729K	Hold	3,168	–	–	0.46%	25
2019 Q4	$830K	Hold	3,168	–	–	0.46%	25
2019 Q3	$842K	Sell	3,168 -167	-5%	-$44.4K	0.5%	24
2019 Q2	$872K	Hold	3,335	–	–	0.52%	22
2019 Q1	$872K	Hold	3,335	–	–	0.54%	21
2018 Q4	$656K	Sell	3,335 -40	-1%	-$7.87K	0.45%	24
2018 Q3	$767K	Hold	3,375	–	–	0.51%	22
2018 Q2	$690K	Hold	3,375	–	–	0.49%	22
2018 Q1	$585K	Hold	3,375	–	–	0.44%	25
2017 Q4	$533K	Hold	3,375	–	–	0.41%	27
2017 Q3	$480K	Hold	3,375	–	–	0.4%	28
2017 Q2	$448K	Hold	3,375	–	–	0.44%	27
2017 Q1	$391K	Hold	3,375	–	–	0.4%	36
2016 Q4	$387K	Buy	+3,375	New	+$387K	0.44%	38