Strategic Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $841K | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2024
Q4 | $7.88M | Buy |
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|
2024
Q3 | $6.63M | Sell |
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|
2024
Q2 | $7.07M | Buy |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $6.12M | Buy |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $3.38M | Buy |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $725K | Hold |
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|
2019
Q4 | $725K | Buy |
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|
2019
Q3 | $648 | Buy |
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