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