Sonora Investment Management Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
+624
| New | +$491K | 0.04% | 172 |
|
|
2025
Q1 | – | Sell |
-630
| Closed | -$396K | – | 307 |
|
|
2024
Q4 | $396K | Hold |
630
| – | – | 0.03% | 190 |
|
|
2024
Q3 | $391K | Hold |
630
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $410K | Hold |
630
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $410K | Hold |
630
| – | – | 0.03% | 191 |
|
|
2023
Q4 | $394K | Buy |
630
+10
| +2% | +$6.25K | 0.03% | 181 |
|
|
2023
Q3 | $317K | Hold |
620
| – | – | 0.03% | 195 |
|
|
2023
Q2 | $284K | Hold |
620
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $276K | Hold |
620
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $241K | Sell |
620
-1
| -0.2% | -$389 | 0.02% | 231 |
|
|
2022
Q3 | $239K | Hold |
621
| – | – | 0.03% | 175 |
|
|
2022
Q2 | $239K | Buy |
621
+1
| +0.2% | +$385 | 0.02% | 208 |
|
|
2022
Q1 | $299K | Hold |
620
| – | – | 0.03% | 169 |
|
|
2021
Q4 | $399K | Buy |
+620
| New | +$399K | 0.05% | 149 |
|