Strategic Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
+3,184
| New | +$2.51M | 0.2% | 90 |
|
|
2024
Q4 | $7.88M | Buy |
13,491
+2,815
| +26% | +$1.64M | 0.65% | 55 |
|
|
2024
Q3 | $6.63M | Sell |
10,676
-84
| -0.8% | -$52.2K | 0.64% | 55 |
|
|
2024
Q2 | $7.07M | Buy |
10,760
+420
| +4% | +$276K | 0.74% | 42 |
|
|
2024
Q1 | $6.72M | Buy |
10,340
+553
| +6% | +$359K | 0.74% | 41 |
|
|
2023
Q4 | $6.12M | Buy |
9,787
+2,082
| +27% | +$1.3M | 0.75% | 39 |
|
|
2023
Q3 | $3.94M | Buy |
7,705
+225
| +3% | +$115K | 0.52% | 50 |
|
|
2023
Q2 | $3.43M | Sell |
7,480
-110
| -1% | -$50.4K | 0.44% | 65 |
|
|
2023
Q1 | $3.38M | Buy |
7,590
+544
| +8% | +$243K | 0.52% | 54 |
|
|
2022
Q4 | $2.74M | Buy |
7,046
+1,356
| +24% | +$528K | 0.51% | 54 |
|
|
2022
Q3 | $2.2M | Buy |
5,690
+2,341
| +70% | +$907K | 0.47% | 68 |
|
|
2022
Q2 | $1.29M | Buy |
+3,349
| New | +$1.29M | 0.28% | 107 |
|
|
2020
Q2 | – | Sell |
-2,768
| Closed | -$725K | – | 148 |
|
|
2020
Q1 | $725K | Hold |
2,768
| – | – | 0.38% | 79 |
|
|
2019
Q4 | $725K | Buy |
2,768
+315
| +13% | +$82.5K | 0.38% | 79 |
|
|
2019
Q3 | $648 | Buy |
+2,453
| New | +$648 | ﹤0.01% | 220 |
|