Sage Private Wealth Group’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 | $558K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $393K | Buy |
|
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|
2024
Q2 | $415K | Buy |
|
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|
2024
Q1 | $371K | Buy |
|
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|
2023
Q4 | $260K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $147K | Hold |
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|
2022
Q2 | $146K | Buy |
|
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|
2022
Q1 | $169K | Buy |
|
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $179K | Hold |
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|
2021
Q2 | $163K | Hold |
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|
2021
Q1 | $127K | Hold |
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|
2020
Q4 | $126K | Buy |
|