Sound Income Strategies’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
331
-17
| -5% | -$13.4K | 0.01% | 242 |
|
|
2025
Q1 | $214K | Buy |
348
+11
| +3% | +$6.75K | 0.01% | 270 |
|
|
2024
Q4 | $212K | Buy |
337
+6
| +2% | +$3.77K | 0.01% | 241 |
|
|
2024
Q3 | $206K | Hold |
331
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $218K | Sell |
331
-8
| -2% | -$5.26K | 0.01% | 215 |
|
|
2024
Q1 | $220K | Hold |
339
| – | – | 0.02% | 203 |
|
|
2023
Q4 | $212K | Buy |
339
+15
| +5% | +$9.38K | 0.02% | 189 |
|
|
2023
Q3 | $166K | Hold |
324
| – | – | 0.01% | 164 |
|
|
2023
Q2 | $148K | Hold |
324
| – | – | 0.02% | 176 |
|
|
2023
Q1 | $144K | Sell |
324
-22
| -6% | -$9.81K | 0.02% | 168 |
|
|
2022
Q4 | $135K | Buy |
346
+335
| +3,045% | +$130K | 0.02% | 166 |
|
|
2022
Q3 | $4K | Hold |
11
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $4K | Hold |
11
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $5K | Buy |
11
+2
| +22% | +$909 | ﹤0.01% | 594 |
|
|
2021
Q4 | $6K | Buy |
+9
| New | +$6K | ﹤0.01% | 562 |
|
|
2018
Q3 | – | Sell |
-1
| Closed | – | – | 766 |
|
|
2018
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 690 |
|