Stratos Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $885K | Buy |
1,123
+725
| +182% | +$571K | 0.04% | 193 |
|
2025
Q1 | $245K | Buy |
398
+22
| +6% | +$13.5K | 0.01% | 278 |
|
2024
Q4 | $237K | Buy |
376
+5
| +1% | +$3.15K | 0.01% | 243 |
|
2024
Q3 | $231K | Buy |
371
+30
| +9% | +$18.7K | 0.02% | 226 |
|
2024
Q2 | $224K | Buy |
341
+32
| +10% | +$21.1K | 0.02% | 208 |
|
2024
Q1 | $201K | Buy |
+309
| New | +$201K | 0.02% | 203 |
|
2022
Q2 | – | Sell |
-442
| Closed | -$213K | – | 158 |
|
2022
Q1 | $213K | Sell |
442
-62
| -12% | -$29.9K | 0.04% | 159 |
|
2021
Q4 | $324K | Sell |
504
-393
| -44% | -$253K | 0.05% | 150 |
|
2021
Q3 | $484K | Buy |
+897
| New | +$484K | 0.08% | 145 |
|