Successful Portfolios’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
351
| – | – | 0.17% | 124 |
|
|
2025
Q1 | $216K | Sell |
351
-7
| -2% | -$4.3K | 0.15% | 144 |
|
|
2024
Q4 | $225K | Hold |
358
| – | – | 0.15% | 135 |
|
|
2024
Q3 | $222K | Hold |
358
| – | – | 0.15% | 140 |
|
|
2024
Q2 | $235K | Hold |
358
| – | – | 0.16% | 126 |
|
|
2024
Q1 | $233K | Hold |
358
| – | – | 0.16% | 140 |
|
|
2023
Q4 | $224K | Buy |
+358
| New | +$224K | 0.17% | 136 |
|
|
2023
Q2 | – | Sell |
-736
| Closed | -$328K | – | 172 |
|
|
2023
Q1 | $328K | Sell |
736
-3
| -0.4% | -$1.34K | 0.21% | 124 |
|
|
2022
Q4 | $288K | Sell |
739
-43
| -5% | -$16.8K | 0.19% | 140 |
|
|
2022
Q3 | $303K | Sell |
782
-17
| -2% | -$6.59K | 0.22% | 122 |
|
|
2022
Q2 | $308K | Sell |
799
-27
| -3% | -$10.4K | 0.21% | 125 |
|
|
2022
Q1 | $397K | Buy |
826
+12
| +1% | +$5.77K | 0.23% | 111 |
|
|
2021
Q4 | $524K | Sell |
814
-17
| -2% | -$10.9K | 0.28% | 90 |
|
|
2021
Q3 | $448K | Sell |
831
-29
| -3% | -$15.6K | 0.27% | 101 |
|
|
2021
Q2 | $422K | Buy |
860
+34
| +4% | +$16.7K | 0.26% | 105 |
|
|
2021
Q1 | $316K | Buy |
826
+7
| +0.9% | +$2.68K | 0.21% | 126 |
|
|
2020
Q4 | $311K | Buy |
819
+14
| +2% | +$5.32K | 0.22% | 118 |
|
|
2020
Q3 | $263K | Sell |
805
-16
| -2% | -$5.23K | 0.21% | 128 |
|
|
2020
Q2 | $243K | Buy |
+821
| New | +$243K | 0.21% | 129 |
|