Sendero Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
12,987
-1
| -0% | -$788 | 1.28% | 15 |
|
|
2025
Q1 | $7.97M | Buy |
12,988
+5,253
| +68% | +$3.23M | 1.11% | 22 |
|
|
2024
Q4 | $4.86M | Sell |
7,735
-620
| -7% | -$390K | 0.72% | 33 |
|
|
2024
Q3 | $5.19M | Buy |
8,355
+223
| +3% | +$138K | 0.82% | 27 |
|
|
2024
Q2 | $5.34M | Sell |
8,132
-558
| -6% | -$367K | 0.9% | 25 |
|
|
2024
Q1 | $5.65M | Sell |
8,690
-847
| -9% | -$551K | 0.97% | 23 |
|
|
2023
Q4 | $5.96M | Buy |
9,537
+127
| +1% | +$79.4K | 1.12% | 19 |
|
|
2023
Q3 | $4.81M | Buy |
9,410
+331
| +4% | +$169K | 1.03% | 19 |
|
|
2023
Q2 | $4.16M | Buy |
9,079
+846
| +10% | +$388K | 0.91% | 20 |
|
|
2023
Q1 | $3.67M | Buy |
8,233
+1,182
| +17% | +$527K | 1.12% | 12 |
|
|
2022
Q4 | $2.74M | Buy |
7,051
+2,292
| +48% | +$892K | 0.98% | 12 |
|
|
2022
Q3 | $1.84M | Sell |
4,759
-39,629
| -89% | -$15.3M | 0.77% | 19 |
|
|
2022
Q2 | $1.35M | Buy |
44,388
+41,664
| +1,530% | +$1.26M | 1.29% | 20 |
|
|
2022
Q1 | $1.31M | Sell |
2,724
-1,416
| -34% | -$681K | 0.6% | 23 |
|
|
2021
Q4 | $2.66M | Buy |
+4,140
| New | +$2.66M | 1.18% | 14 |
|