Regent Peak 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
Q1 | $662K | Sell |
1,077
-136
| -11% | -$83.5K | 0.16% | 67 |
|
|
2024
Q4 | $762K | Sell |
1,213
-19
| -2% | -$11.9K | 0.17% | 62 |
|
|
2024
Q3 | $765K | Buy |
1,232
+74
| +6% | +$46K | 0.18% | 71 |
|
|
2024
Q2 | $761K | Buy |
1,158
+31
| +3% | +$20.4K | 0.17% | 74 |
|
|
2024
Q1 | $733K | Buy |
1,127
+4
| +0.4% | +$2.6K | 0.19% | 71 |
|
|
2023
Q4 | $702K | Buy |
1,123
+64
| +6% | +$40K | 0.19% | 69 |
|
|
2023
Q3 | $541K | Buy |
1,059
+113
| +12% | +$57.8K | 0.17% | 75 |
|
|
2023
Q2 | $434K | Buy |
946
+8
| +0.9% | +$3.67K | 0.13% | 83 |
|
|
2023
Q1 | $418K | Sell |
938
-36
| -4% | -$16.1K | 0.13% | 85 |
|
|
2022
Q4 | $381K | Sell |
974
-5
| -0.5% | -$1.96K | 0.12% | 99 |
|
|
2022
Q3 | $379K | Buy |
979
+58
| +6% | +$22.5K | 0.13% | 94 |
|
|
2022
Q2 | $355K | Buy |
921
+40
| +5% | +$15.4K | 0.12% | 105 |
|
|
2022
Q1 | $424K | Buy |
881
+4
| +0.5% | +$1.93K | 0.12% | 99 |
|
|
2021
Q4 | $565K | Buy |
877
+55
| +7% | +$35.4K | 0.15% | 84 |
|
|
2021
Q3 | $444K | Buy |
822
+7
| +0.9% | +$3.78K | 0.13% | 101 |
|
|
2021
Q2 | $432K | Buy |
815
+52
| +7% | +$27.6K | 0.12% | 101 |
|
|
2021
Q1 | $292K | Sell |
763
-48
| -6% | -$18.4K | 0.1% | 123 |
|
|
2020
Q4 | $308K | Buy |
811
+131
| +19% | +$49.8K | 0.1% | 107 |
|
|
2020
Q3 | $222K | Buy |
+680
| New | +$222K | 0.09% | 116 |
|