Synergy Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
466
-4
| -0.9% | -$3.15K | 0.27% | 72 |
|
|
2025
Q1 | $289K | Sell |
470
-4
| -0.8% | -$2.46K | 0.26% | 83 |
|
|
2024
Q4 | $298K | Sell |
474
-37
| -7% | -$23.3K | 0.25% | 74 |
|
|
2024
Q3 | $317K | Buy |
511
+5
| +1% | +$3.11K | 0.3% | 61 |
|
|
2024
Q2 | $333K | Buy |
506
+1
| +0.2% | +$657 | 0.35% | 55 |
|
|
2024
Q1 | $328K | Buy |
505
+4
| +0.8% | +$2.6K | 0.37% | 58 |
|
|
2023
Q4 | $313K | Buy |
501
+6
| +1% | +$3.75K | 0.38% | 59 |
|
|
2023
Q3 | $253K | Hold |
495
| – | – | 0.35% | 64 |
|
|
2023
Q2 | $227K | Hold |
495
| – | – | 0.31% | 73 |
|
|
2023
Q1 | $221K | Sell |
495
-63
| -11% | -$28.1K | 0.36% | 72 |
|
|
2022
Q4 | $217K | Sell |
558
-38
| -6% | -$14.8K | 0.43% | 66 |
|
|
2022
Q3 | $231K | Hold |
596
| – | – | 0.35% | 76 |
|
|
2022
Q2 | $230K | Sell |
596
-42
| -7% | -$16.2K | 0.36% | 73 |
|
|
2022
Q1 | $307K | Buy |
638
+3
| +0.5% | +$1.44K | 0.32% | 71 |
|
|
2021
Q4 | $408K | Buy |
+635
| New | +$408K | 0.37% | 66 |
|