SteelPeak Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.1M | Sell |
17,945
-11,651
| -39% | -$9.18M | 0.55% | 42 |
|
2025
Q1 | $18.2M | Buy |
29,596
+6,288
| +27% | +$3.86M | 0.75% | 29 |
|
2024
Q4 | $14.6M | Sell |
23,308
-2,454
| -10% | -$1.54M | 0.59% | 35 |
|
2024
Q3 | $16M | Buy |
25,762
+3,286
| +15% | +$2.04M | 0.7% | 30 |
|
2024
Q2 | $14.8M | Sell |
22,476
-13,145
| -37% | -$8.64M | 0.68% | 37 |
|
2024
Q1 | $23.2M | Buy |
35,621
+1,230
| +4% | +$800K | 1.17% | 21 |
|
2023
Q4 | $21.5M | Buy |
34,391
+12,689
| +58% | +$7.93M | 1.24% | 16 |
|
2023
Q3 | $11.1M | Sell |
21,702
-432
| -2% | -$221K | 0.7% | 34 |
|
2023
Q2 | $10.1M | Buy |
22,134
+633
| +3% | +$290K | 0.6% | 45 |
|
2023
Q1 | $9.59M | Buy |
21,501
+5,976
| +38% | +$2.66M | 0.65% | 47 |
|
2022
Q4 | $6.04M | Sell |
15,525
-1,605
| -9% | -$625K | 0.44% | 59 |
|
2022
Q3 | $6.64M | Sell |
17,130
-10,090
| -37% | -$3.91M | 0.49% | 54 |
|
2022
Q2 | $10.5M | Buy |
27,220
+10,435
| +62% | +$4.02M | 0.75% | 33 |
|
2022
Q1 | $8.07M | Sell |
16,785
-8,159
| -33% | -$3.92M | 0.46% | 52 |
|
2021
Q4 | $16M | Sell |
24,944
-720
| -3% | -$463K | 0.91% | 23 |
|
2021
Q3 | $13.8M | Buy |
25,664
+3,869
| +18% | +$2.09M | 0.92% | 27 |
|
2021
Q2 | $10.7M | Buy |
21,795
+8,789
| +68% | +$4.31M | 0.75% | 36 |
|
2021
Q1 | $4.98M | Sell |
13,006
-8,783
| -40% | -$3.36M | 0.39% | 64 |
|
2020
Q4 | $8.28M | Buy |
21,789
+10,633
| +95% | +$4.04M | 0.75% | 31 |
|
2020
Q3 | $3.64M | Buy |
11,156
+3,542
| +47% | +$1.16M | 0.39% | 61 |
|
2020
Q2 | $2.26M | Buy |
+7,614
| New | +$2.26M | 0.28% | 80 |
|