Rockline Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
1,234
+131
| +12% | +$103K | 0.23% | 56 |
|
|
2025
Q1 | $677K | Buy |
1,103
+121
| +12% | +$74.3K | 0.19% | 62 |
|
|
2024
Q4 | $617K | Buy |
982
+53
| +6% | +$33.3K | 0.16% | 65 |
|
|
2024
Q3 | $577K | Buy |
929
+75
| +9% | +$46.6K | 0.16% | 67 |
|
|
2024
Q2 | $561K | Buy |
854
+31
| +4% | +$20.4K | 0.17% | 67 |
|
|
2024
Q1 | $535K | Buy |
823
+89
| +12% | +$57.9K | 0.19% | 69 |
|
|
2023
Q4 | $459K | Buy |
+734
| New | +$459K | 0.19% | 69 |
|