Sound View Wealth Advisors Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $961K | Sell |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $2.27M | Buy |
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|
2024
Q1 | $2.1M | Buy |
|
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.13M | Sell |
|
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $847K | Sell |
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|
2021
Q3 | $876K | Buy |
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|
2021
Q2 | $655K | Sell |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $513K | Sell |
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|
2020
Q3 | $455K | Buy |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | $205K | Buy |
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