Symphony Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
2,366
+625
| +36% | +$298K | 0.13% | 114 |
|
|
2025
Q4 | $1.17M | Sell |
1,741
-634
| -27% | -$419K | 0.16% | 100 |
|
|
2025
Q3 | $1.63M | Sell |
2,375
-3,524
| -60% | -$2.54M | 0.2% | 98 |
|
|
2025
Q2 | $1.55M | Buy |
+5,899
| New | +$3.99M | 0.2% | 96 |
|
|
2025
Q1 | – | Sell |
-1,641
| Closed | -$1M | – | 152 |
|
|
2024
Q4 | $1M | Sell |
1,641
-1
| -0.1% | -$639 | 0.16% | 103 |
|
|
2024
Q3 | $1.01M | Buy |
1,642
+42
| +3% | +$26.8K | 0.17% | 98 |
|
|
2024
Q2 | $1.04M | Buy |
1,600
+206
| +15% | +$128K | 0.19% | 89 |
|
|
2024
Q1 | $906K | Sell |
1,394
-232
| -14% | -$148K | 0.21% | 89 |
|
|
2023
Q4 | $981K | Buy |
1,626
+606
| +59% | +$334K | 0.21% | 84 |
|
|
2023
Q3 | $526K | Sell |
1,020
-317
| -24% | -$160K | 0.13% | 107 |
|
|
2023
Q2 | $609K | Buy |
1,337
+94
| +8% | +$41.2K | 0.15% | 113 |
|
|
2023
Q1 | $547K | Sell |
1,243
-199
| -14% | -$81.7K | 0.14% | 126 |
|
|
2022
Q4 | $567K | Sell |
1,442
-1,538
| -52% | -$610K | 0.15% | 123 |
|
|
2022
Q3 | $1.18M | Sell |
2,980
-27
| -0.9% | -$11.7K | 0.39% | 61 |
|
|
2022
Q2 | $1.17M | Sell |
3,007
-21
| -0.7% | -$8.7K | 0.35% | 65 |
|
|
2022
Q1 | $1.48M | Buy |
3,028
+674
| +29% | +$345K | 0.35% | 61 |
|
|
2021
Q4 | $1.49M | Buy |
2,354
+1,881
| +398% | +$1.16M | 0.42% | 52 |
|
|
2021
Q3 | $259K | Sell |
473
-249
| -34% | -$134K | 0.09% | 152 |
|
|
2021
Q2 | $354K | Sell |
722
-14
| -2% | -$6.07K | 0.12% | 126 |
|
|
2021
Q1 | $295K | Sell |
736
-1,181
| -62% | -$455K | 0.08% | 157 |
|
|
2020
Q4 | $713K | Buy |
1,917
+75
| +4% | +$26.3K | 0.26% | 66 |
|
|
2020
Q3 | $601K | Buy |
1,842
+6
| +0.3% | +$1.88K | 0.25% | 66 |
|
|
2020
Q2 | $544K | Buy |
+1,836
| New | +$504K | 0.26% | 70 |
|
Other funds holding INTU
VCM
VPM
