Tanager Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
465
+2
| +0.4% | +$1.58K | 0.04% | 88 |
|
|
2025
Q1 | $284K | Buy |
463
+33
| +8% | +$20.3K | 0.04% | 98 |
|
|
2024
Q4 | $270K | Sell |
430
-234
| -35% | -$147K | 0.04% | 95 |
|
|
2024
Q3 | $412K | Buy |
664
+50
| +8% | +$31.1K | 0.06% | 73 |
|
|
2024
Q2 | $404K | Hold |
614
| – | – | 0.06% | 64 |
|
|
2024
Q1 | $399K | Hold |
614
| – | – | 0.06% | 64 |
|
|
2023
Q4 | $384K | Hold |
614
| – | – | 0.07% | 61 |
|
|
2023
Q3 | $314K | Sell |
614
-104
| -14% | -$53.1K | 0.07% | 61 |
|
|
2023
Q2 | $329K | Sell |
718
-37
| -5% | -$17K | 0.07% | 63 |
|
|
2023
Q1 | $337K | Sell |
755
-169
| -18% | -$75.3K | 0.08% | 56 |
|
|
2022
Q4 | $360K | Buy |
924
+179
| +24% | +$69.7K | 0.1% | 54 |
|
|
2022
Q3 | $289K | Buy |
+745
| New | +$289K | 0.23% | 33 |
|