Roberts 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
Q2 | $4.45M | Sell |
|
|||||
|
2025
Q1 | $3.52M | Buy |
|
|||||
|
2024
Q4 | $3.54M | Sell |
|
|||||
|
2024
Q3 | $3.51M | Buy |
|
|||||
|
2024
Q2 | $3.7M | Buy |
|
|||||
|
2024
Q1 | $3.45M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $3.04M | Buy |
|
|||||
|
2023
Q2 | $2.56M | Buy |
|
|||||
|
2023
Q1 | $2.4M | Buy |
|
|||||
|
2022
Q4 | $2.11M | Buy |
|
|||||
|
2022
Q3 | $2.19M | Buy |
|
|||||
|
2022
Q2 | $2.1M | Buy |
|
|||||
|
2022
Q1 | $2.42M | Buy |
|
|||||
|
2021
Q4 | $3.08M | Sell |
|
|||||
|
2021
Q3 | $2.67M | Buy |
|