Ted Buchan & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
4,282
-174
| -4% | -$137K | 1.34% | 22 |
|
|
2025
Q1 | $2.74M | Hold |
4,456
| – | – | 1.29% | 22 |
|
|
2024
Q4 | $2.8M | Hold |
4,456
| – | – | 1.32% | 23 |
|
|
2024
Q3 | $2.77M | Sell |
4,456
-6,166
| -58% | -$3.83M | 1.31% | 19 |
|
|
2024
Q2 | $6.98M | Buy |
10,622
+10,107
| +1,963% | +$6.64M | 3.75% | 10 |
|
|
2024
Q1 | $335K | Hold |
515
| – | – | 0.21% | 69 |
|
|
2023
Q4 | $322K | Hold |
515
| – | – | 0.23% | 61 |
|
|
2023
Q3 | $263K | Hold |
515
| – | – | 0.21% | 63 |
|
|
2023
Q2 | $236K | Buy |
+515
| New | +$236K | 0.18% | 73 |
|