Scholtz & Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
7,768
+628
| +9% | +$495K | 2.69% | 12 |
|
|
2025
Q1 | $4.38M | Buy |
7,140
+317
| +5% | +$195K | 2.17% | 20 |
|
|
2024
Q4 | $4.29M | Sell |
6,823
-60
| -0.9% | -$37.7K | 2.05% | 17 |
|
|
2024
Q3 | $4.27M | Sell |
6,883
-30
| -0.4% | -$18.6K | 2.02% | 19 |
|
|
2024
Q2 | $4.54M | Sell |
6,913
-163
| -2% | -$107K | 1.93% | 21 |
|
|
2024
Q1 | $4.6M | Buy |
7,076
+262
| +4% | +$170K | 2.03% | 18 |
|
|
2023
Q4 | $4.26M | Buy |
6,814
+71
| +1% | +$44.4K | 2.11% | 15 |
|
|
2023
Q3 | $3.45M | Buy |
+6,743
| New | +$3.45M | 2.27% | 17 |
|