TD Private Client Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Sell |
6,097
-19
| -0.3% | -$15K | 0.12% | 129 |
|
|
2025
Q1 | $3.76M | Sell |
6,116
-2,060
| -25% | -$1.26M | 0.1% | 140 |
|
|
2024
Q4 | $5.14M | Sell |
8,176
-138
| -2% | -$86.7K | 0.14% | 104 |
|
|
2024
Q3 | $5.16M | Sell |
8,314
-663
| -7% | -$412K | 0.15% | 105 |
|
|
2024
Q2 | $5.9M | Sell |
8,977
-288
| -3% | -$189K | 0.19% | 85 |
|
|
2024
Q1 | $6.02M | Sell |
9,265
-328
| -3% | -$213K | 0.2% | 81 |
|
|
2023
Q4 | $6M | Sell |
9,593
-1,155
| -11% | -$722K | 0.22% | 77 |
|
|
2023
Q3 | $5.49M | Sell |
10,748
-235
| -2% | -$120K | 0.24% | 83 |
|
|
2023
Q2 | $5.03M | Sell |
10,983
-6,242
| -36% | -$2.86M | 0.22% | 105 |
|
|
2023
Q1 | $7.68M | Sell |
17,225
-938
| -5% | -$418K | 0.34% | 52 |
|
|
2022
Q4 | $7.07M | Sell |
18,163
-378
| -2% | -$147K | 0.33% | 59 |
|
|
2022
Q3 | $7.18M | Sell |
18,541
-139
| -0.7% | -$53.8K | 0.37% | 53 |
|
|
2022
Q2 | $7.2M | Sell |
18,680
-510
| -3% | -$197K | 0.35% | 55 |
|
|
2022
Q1 | $9.23M | Buy |
19,190
+1,124
| +6% | +$540K | 0.39% | 48 |
|
|
2021
Q4 | $11.6M | Sell |
18,066
-1,632
| -8% | -$1.05M | 0.48% | 41 |
|
|
2021
Q3 | $10.6M | Sell |
19,698
-860
| -4% | -$464K | 0.45% | 42 |
|
|
2021
Q2 | $10.1M | Buy |
20,558
+293
| +1% | +$144K | 0.43% | 47 |
|
|
2021
Q1 | $7.76M | Buy |
20,265
+462
| +2% | +$177K | 0.36% | 60 |
|
|
2020
Q4 | $7.52M | Sell |
19,803
-672
| -3% | -$255K | 0.38% | 55 |
|
|
2020
Q3 | $6.68M | Sell |
20,475
-317
| -2% | -$103K | 0.37% | 62 |
|
|
2020
Q2 | $6.16M | Buy |
20,792
+2,961
| +17% | +$877K | 0.36% | 63 |
|
|
2020
Q1 | $4.1M | Buy |
17,831
+169
| +1% | +$38.9K | 0.29% | 79 |
|
|
2019
Q4 | $4.63M | Buy |
+17,662
| New | +$4.63M | 0.28% | 84 |
|