Stonegate Investment Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
7,465
+354
| +5% | +$279K | 0.15% | 67 |
|
|
2025
Q1 | $4.37M | Sell |
7,111
-56
| -0.8% | -$34.4K | 0.12% | 73 |
|
|
2024
Q4 | $4.5M | Sell |
7,167
-2,749
| -28% | -$1.73M | 0.12% | 75 |
|
|
2024
Q3 | $6.16M | Buy |
9,916
+279
| +3% | +$173K | 0.16% | 63 |
|
|
2024
Q2 | $6.33M | Buy |
9,637
+444
| +5% | +$292K | 0.18% | 59 |
|
|
2024
Q1 | $5.98M | Buy |
9,193
+1,102
| +14% | +$716K | 0.19% | 64 |
|
|
2023
Q4 | $5.06M | Buy |
8,091
+139
| +2% | +$86.9K | 0.17% | 63 |
|
|
2023
Q3 | $4.06M | Buy |
7,952
+607
| +8% | +$310K | 0.15% | 68 |
|
|
2023
Q2 | $3.37M | Buy |
7,345
+498
| +7% | +$228K | 0.12% | 82 |
|
|
2023
Q1 | $3.05M | Buy |
6,847
+1,194
| +21% | +$532K | 0.11% | 86 |
|
|
2022
Q4 | $2.2M | Buy |
+5,653
| New | +$2.2M | 0.1% | 95 |
|