Sargent Investment 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 | $1.34M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $919K | Sell |
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|
2023
Q2 | $870K | Buy |
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|
2023
Q1 | $836K | Buy |
|
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|
2022
Q4 | $732K | Hold |
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|
2022
Q3 | $773K | Hold |
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|
2022
Q2 | $725K | Hold |
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|
2022
Q1 | $904K | Hold |
|
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.01M | Hold |
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|
2021
Q2 | $922K | Hold |
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|
2021
Q1 | $720K | Sell |
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|
2020
Q4 | $717K | Hold |
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|
2020
Q3 | $616K | Sell |
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|
2020
Q2 | $589K | Sell |
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|
2020
Q1 | $483K | Sell |
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|
2019
Q4 | $584K | Buy |
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