Synergy Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $306K | Sell |
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|
2025
Q2 | $367K | Sell |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $298K | Sell |
|
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|
2024
Q3 | $317K | Buy |
|
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|
2024
Q2 | $333K | Buy |
|
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|
2024
Q1 | $328K | Buy |
|
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|
2023
Q4 | $313K | Buy |
|
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $227K | Hold |
|
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $408K | Buy |
|