Simplicity Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
1,620
+1,096
| +209% | +$863K | 0.05% | 286 |
|
|
2025
Q1 | $322K | Sell |
524
-44
| -8% | -$27K | 0.03% | 413 |
|
|
2024
Q4 | $357K | Sell |
568
-19
| -3% | -$11.9K | 0.07% | 205 |
|
|
2024
Q3 | $365K | Sell |
587
-4,472
| -88% | -$2.78M | 0.03% | 355 |
|
|
2024
Q2 | $3.32M | Sell |
5,059
-205
| -4% | -$135K | 0.08% | 253 |
|
|
2024
Q1 | $3.42M | Buy |
+5,264
| New | +$3.42M | 0.08% | 244 |
|