Shepherd Financial Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
484
+10
| +2% | +$7.87K | 0.04% | 176 |
|
|
2025
Q1 | $291K | Buy |
474
+57
| +14% | +$35K | 0.03% | 193 |
|
|
2024
Q4 | $262K | Buy |
417
+5
| +1% | +$3.14K | 0.03% | 190 |
|
|
2024
Q3 | $256K | Hold |
412
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $271K | Sell |
412
-6
| -1% | -$3.95K | 0.03% | 188 |
|
|
2024
Q1 | $272K | Buy |
418
+10
| +2% | +$6.5K | 0.04% | 190 |
|
|
2023
Q4 | $255K | Buy |
408
+9
| +2% | +$5.63K | 0.04% | 187 |
|
|
2023
Q3 | $204K | Buy |
+399
| New | +$204K | 0.03% | 185 |
|