Sendero Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.19M Buy
2025
Q2
$10.2M Sell
2025
Q1
$7.97M Buy
2024
Q4
$4.86M Sell
2024
Q3
$5.19M Buy
2024
Q2
$5.34M Sell
2024
Q1
$5.65M Sell
2023
Q4
$5.96M Buy
2023
Q3
$4.81M Buy
2023
Q2
$4.16M Buy
2023
Q1
$3.67M Buy
2022
Q4
$2.74M Buy
2022
Q3
$1.84M Sell
2022
Q2
$1.35M Buy
2022
Q1
$1.31M Sell
2021
Q4
$2.66M Buy