ROI Financial 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 | $1.81M | Sell |
2,293
-188
| -8% | -$148K | 1.15% | 23 |
|
|
2025
Q1 | $1.52M | Sell |
2,481
-267
| -10% | -$164K | 1.11% | 24 |
|
|
2024
Q4 | $1.73M | Buy |
2,748
+49
| +2% | +$30.8K | 1.18% | 20 |
|
|
2024
Q3 | $1.68M | Buy |
2,699
+208
| +8% | +$129K | 1.16% | 24 |
|
|
2024
Q2 | $1.63M | Buy |
2,491
+69
| +3% | +$45.2K | 1.18% | 22 |
|
|
2024
Q1 | $1.57M | Sell |
2,422
-3
| -0.1% | -$1.95K | 1.24% | 22 |
|
|
2023
Q4 | $1.52M | Buy |
+2,425
| New | +$1.52M | 1.25% | 24 |
|