Steph & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09K | Buy |
+9
| New | +$7.09K | ﹤0.01% | 284 |
|
|
2024
Q2 | – | Sell |
-53
| Closed | -$34.5K | – | 270 |
|
|
2024
Q1 | $34.5K | Hold |
53
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $33.1K | Sell |
53
-2
| -4% | -$1.25K | 0.02% | 174 |
|
|
2023
Q3 | $28.1K | Hold |
55
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $25.2K | Hold |
55
| – | – | 0.01% | 185 |
|
|
2023
Q1 | $24.5K | Hold |
55
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $21K | Hold |
55
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $21K | Hold |
55
| – | – | 0.01% | 175 |
|
|
2022
Q2 | $21K | Sell |
55
-6
| -10% | -$2.29K | 0.01% | 178 |
|
|
2022
Q1 | $29K | Hold |
61
| – | – | 0.02% | 216 |
|
|
2021
Q4 | $39K | Sell |
61
-5
| -8% | -$3.2K | 0.02% | 220 |
|
|
2021
Q3 | $36K | Sell |
66
-2
| -3% | -$1.09K | 0.02% | 191 |
|
|
2021
Q2 | $33K | Hold |
68
| – | – | 0.02% | 173 |
|
|
2021
Q1 | $26K | Sell |
68
-5
| -7% | -$1.91K | 0.02% | 180 |
|
|
2020
Q4 | $28K | Hold |
73
| – | – | 0.02% | 179 |
|
|
2020
Q3 | $24K | Hold |
73
| – | – | 0.02% | 176 |
|
|
2020
Q2 | $22K | Sell |
73
-6
| -8% | -$1.81K | 0.02% | 180 |
|
|
2020
Q1 | $18K | Hold |
79
| – | – | 0.02% | 183 |
|
|
2019
Q4 | $21K | Buy |
+79
| New | +$21K | 0.02% | 193 |
|