Strategic Planning 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 | $6.04M | Buy |
7,674
+314
| +4% | +$247K | 0.98% | 34 |
|
|
2025
Q1 | $4.52M | Buy |
7,360
+875
| +13% | +$537K | 0.88% | 39 |
|
|
2024
Q4 | $4.08M | Buy |
6,485
+219
| +3% | +$138K | 0.75% | 43 |
|
|
2024
Q3 | $3.89M | Buy |
6,266
+301
| +5% | +$187K | 0.77% | 47 |
|
|
2024
Q2 | $3.92M | Buy |
5,965
+1,709
| +40% | +$1.12M | 0.86% | 32 |
|
|
2024
Q1 | $2.77M | Buy |
4,256
+403
| +10% | +$262K | 0.69% | 43 |
|
|
2023
Q4 | $2.41M | Buy |
+3,853
| New | +$2.41M | 0.8% | 34 |
|