Rise 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 | $191K | Sell |
243
-1
| -0.4% | -$787 | 0.08% | 99 |
|
|
2025
Q1 | $150K | Buy |
244
+25
| +11% | +$15.3K | 0.07% | 112 |
|
|
2024
Q4 | $138K | Sell |
219
-6
| -3% | -$3.77K | 0.07% | 113 |
|
|
2024
Q3 | $140K | Sell |
225
-2
| -0.9% | -$1.24K | 0.07% | 119 |
|
|
2024
Q2 | $149K | Sell |
227
-7
| -3% | -$4.6K | 0.08% | 112 |
|
|
2024
Q1 | $152K | Buy |
234
+144
| +160% | +$93.4K | 0.08% | 110 |
|
|
2023
Q4 | $56.5K | Sell |
90
-1
| -1% | -$628 | 0.04% | 148 |
|
|
2023
Q3 | $46.6K | Buy |
91
+69
| +314% | +$35.4K | 0.04% | 144 |
|
|
2023
Q2 | $10.2K | Sell |
22
-2
| -8% | -$927 | 0.01% | 337 |
|
|
2023
Q1 | $10.8K | Buy |
24
+2
| +9% | +$900 | 0.01% | 350 |
|
|
2022
Q4 | $8.63K | Buy |
22
+4
| +22% | +$1.57K | 0.01% | 370 |
|
|
2022
Q3 | $7K | Hold |
18
| – | – | 0.01% | 392 |
|
|
2022
Q2 | $7K | Buy |
18
+3
| +20% | +$1.17K | 0.01% | 396 |
|
|
2022
Q1 | $7K | Hold |
15
| – | – | 0.01% | 371 |
|
|
2021
Q4 | $9.69K | Buy |
+15
| New | +$9.69K | 0.01% | 329 |
|