SS&H Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
1,046
-137
| -12% | -$108K | 0.28% | 67 |
|
|
2025
Q1 | $726K | Sell |
1,183
-92
| -7% | -$56.5K | 0.27% | 73 |
|
|
2024
Q4 | $802K | Hold |
1,275
| – | – | 0.29% | 74 |
|
|
2024
Q3 | $792K | Hold |
1,275
| – | – | 0.29% | 78 |
|
|
2024
Q2 | $837K | Hold |
1,275
| – | – | 0.33% | 69 |
|
|
2024
Q1 | $828K | Hold |
1,275
| – | – | 0.34% | 68 |
|
|
2023
Q4 | $797K | Sell |
1,275
-2
| -0.2% | -$1.25K | 0.34% | 70 |
|
|
2023
Q3 | $652K | Buy |
+1,277
| New | +$652K | 0.31% | 73 |
|
|
2023
Q1 | $702K | Buy |
1,575
+367
| +30% | +$164K | 0.32% | 71 |
|
|
2022
Q4 | $470K | Hold |
1,208
| – | – | 0.22% | 85 |
|
|
2022
Q3 | $468K | Hold |
1,208
| – | – | 0.24% | 83 |
|
|
2022
Q2 | $466K | Hold |
1,208
| – | – | 0.22% | 89 |
|
|
2022
Q1 | $581K | Buy |
+1,208
| New | +$581K | 0.23% | 90 |
|