Summit Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $816K | Sell |
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|
2023
Q4 | $856K | Buy |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $557K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $226K | Buy |
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