Stegent Equity 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
Q2
$576K Buy
2025
Q1
$448K Hold
2024
Q4
$458K Hold
2024
Q3
$453K Hold
2024
Q2
$479K Hold
2024
Q1
$474K Hold
2023
Q4
$456K Hold
2023
Q3
$372K Hold
2023
Q2
$334K Hold
2023
Q1
$325K Hold
2022
Q4
$284K Hold
2022
Q3
$282K Sell
2022
Q2
$287K Sell
2022
Q1
$424K Sell
2021
Q4
$817K Buy