Stiles Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
3,065
-118
| -4% | -$93K | 0.83% | 40 |
|
|
2025
Q1 | $1.96M | Sell |
3,183
-91
| -3% | -$55.9K | 0.75% | 49 |
|
|
2024
Q4 | $2.06M | Sell |
3,274
-28
| -0.8% | -$17.6K | 0.75% | 45 |
|
|
2024
Q3 | $2.05M | Sell |
3,302
-79
| -2% | -$49.1K | 0.72% | 46 |
|
|
2024
Q2 | $2.22M | Sell |
3,381
-18
| -0.5% | -$11.8K | 0.85% | 36 |
|
|
2024
Q1 | $2.21M | Sell |
3,399
-70
| -2% | -$45.5K | 0.88% | 35 |
|
|
2023
Q4 | $2.17M | Sell |
3,469
-144
| -4% | -$90K | 0.98% | 32 |
|
|
2023
Q3 | $1.85M | Sell |
3,613
-145
| -4% | -$74.1K | 0.96% | 32 |
|
|
2023
Q2 | $1.72M | Sell |
3,758
-88
| -2% | -$40.3K | 0.86% | 33 |
|
|
2023
Q1 | $1.71M | Sell |
3,846
-19
| -0.5% | -$8.47K | 0.92% | 31 |
|
|
2022
Q4 | $1.5M | Sell |
3,865
-140
| -3% | -$54.5K | 0.86% | 33 |
|
|
2022
Q3 | $1.55M | Buy |
4,005
+10
| +0.3% | +$3.87K | 0.94% | 32 |
|
|
2022
Q2 | $1.54M | Buy |
3,995
+18
| +0.5% | +$6.94K | 0.93% | 29 |
|
|
2022
Q1 | $1.92M | Buy |
3,977
+233
| +6% | +$112K | 0.96% | 29 |
|
|
2021
Q4 | $2.41M | Buy |
+3,744
| New | +$2.41M | 1.16% | 25 |
|