SS&H Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $646K | Sell |
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|
2025
Q2 | $824K | Sell |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $802K | Hold |
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|
2024
Q3 | $792K | Hold |
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|
2024
Q2 | $837K | Hold |
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|
2024
Q1 | $828K | Hold |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $470K | Hold |
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|
2022
Q3 | $468K | Hold |
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|
2022
Q2 | $466K | Hold |
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|
2022
Q1 | $581K | Buy |
|