Sargent Investment Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
1,715
-126
| -7% | -$98.2K | 0.18% | 88 |
|
|
2025
Q1 | $1.13M | Buy |
1,841
+84
| +5% | +$51.6K | 0.18% | 86 |
|
|
2024
Q4 | $1.08M | Buy |
1,757
+28
| +2% | +$17.2K | 0.18% | 94 |
|
|
2024
Q3 | $1.07M | Buy |
1,729
+12
| +0.7% | +$7.45K | 0.19% | 80 |
|
|
2024
Q2 | $1.13M | Buy |
1,717
+3
| +0.2% | +$1.97K | 0.23% | 77 |
|
|
2024
Q1 | $1.11M | Sell |
1,714
-91
| -5% | -$59.2K | 0.24% | 74 |
|
|
2023
Q4 | $1.13M | Buy |
1,805
+7
| +0.4% | +$4.38K | 0.25% | 76 |
|
|
2023
Q3 | $919K | Sell |
1,798
-100
| -5% | -$51.1K | 0.22% | 85 |
|
|
2023
Q2 | $870K | Buy |
1,898
+2
| +0.1% | +$916 | 0.21% | 88 |
|
|
2023
Q1 | $836K | Buy |
1,896
+16
| +0.9% | +$7.05K | 0.22% | 87 |
|
|
2022
Q4 | $732K | Hold |
1,880
| – | – | 0.23% | 89 |
|
|
2022
Q3 | $773K | Hold |
1,880
| – | – | 0.24% | 80 |
|
|
2022
Q2 | $725K | Hold |
1,880
| – | – | 0.22% | 88 |
|
|
2022
Q1 | $904K | Hold |
1,880
| – | – | 0.23% | 79 |
|
|
2021
Q4 | $1.21M | Hold |
1,880
| – | – | 0.28% | 59 |
|
|
2021
Q3 | $1.01M | Hold |
1,880
| – | – | 0.25% | 67 |
|
|
2021
Q2 | $922K | Hold |
1,880
| – | – | 0.22% | 74 |
|
|
2021
Q1 | $720K | Sell |
1,880
-7
| -0.4% | -$2.68K | 0.19% | 92 |
|
|
2020
Q4 | $717K | Hold |
1,887
| – | – | 0.23% | 82 |
|
|
2020
Q3 | $616K | Sell |
1,887
-58
| -3% | -$18.9K | 0.22% | 83 |
|
|
2020
Q2 | $589K | Sell |
1,945
-155
| -7% | -$46.9K | 0.22% | 82 |
|
|
2020
Q1 | $483K | Sell |
2,100
-130
| -6% | -$29.9K | 0.22% | 81 |
|
|
2019
Q4 | $584K | Buy |
+2,230
| New | +$584K | 0.21% | 86 |
|