Regent Peak Wealth Advisors’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 | $744K | Buy |
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|
2025
Q1 | $662K | Sell |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $733K | Buy |
|
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $222K | Buy |
|