Summit Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
3,713
-22
| -0.6% | -$17.3K | 0.07% | 235 |
|
|
2025
Q1 | $2.29M | Buy |
3,735
+156
| +4% | +$95.8K | 0.06% | 237 |
|
|
2024
Q4 | $2.25M | Buy |
3,579
+1
| +0% | +$629 | 0.08% | 195 |
|
|
2024
Q3 | $2.22M | Buy |
3,578
+281
| +9% | +$175K | 0.09% | 169 |
|
|
2024
Q2 | $2.17M | Buy |
3,297
+2,041
| +163% | +$1.34M | 0.1% | 147 |
|
|
2024
Q1 | $816K | Sell |
1,256
-113
| -8% | -$73.5K | 0.05% | 210 |
|
|
2023
Q4 | $856K | Buy |
1,369
+104
| +8% | +$65K | 0.06% | 189 |
|
|
2023
Q3 | $646K | Buy |
1,265
+49
| +4% | +$25K | 0.05% | 208 |
|
|
2023
Q2 | $557K | Buy |
+1,216
| New | +$557K | 0.04% | 214 |
|
|
2022
Q2 | – | Sell |
-429
| Closed | -$206K | – | 240 |
|
|
2022
Q1 | $206K | Sell |
429
-52
| -11% | -$25K | 0.02% | 240 |
|
|
2021
Q4 | $309K | Buy |
481
+62
| +15% | +$39.9K | 0.02% | 210 |
|
|
2021
Q3 | $226K | Buy |
+419
| New | +$226K | 0.02% | 210 |
|