Smith Salley 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 | $1.73M | Buy |
2,190
+236
| +12% | +$186K | 0.1% | 123 |
|
|
2025
Q1 | $1.2M | Sell |
1,954
-24
| -1% | -$14.7K | 0.08% | 133 |
|
|
2024
Q4 | $1.24M | Buy |
1,978
+135
| +7% | +$84.9K | 0.08% | 135 |
|
|
2024
Q3 | $1.14M | Buy |
1,843
+75
| +4% | +$46.6K | 0.07% | 134 |
|
|
2024
Q2 | $1.16M | Buy |
1,768
+215
| +14% | +$141K | 0.08% | 127 |
|
|
2024
Q1 | $1.01M | Buy |
1,553
+184
| +13% | +$120K | 0.08% | 127 |
|
|
2023
Q4 | $856K | Buy |
1,369
+92
| +7% | +$57.5K | 0.06% | 149 |
|
|
2023
Q3 | $652K | Buy |
+1,277
| New | +$652K | 0.05% | 154 |
|