TFC Financial 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
$10.2K Buy
13
+1
+8% +$788 ﹤0.01% 378
2025
Q1
$7.37K Sell
12
-3
-20% -$1.84K ﹤0.01% 382
2024
Q4
$9.43K Hold
15
﹤0.01% 360
2024
Q3
$9.32K Hold
15
﹤0.01% 366
2024
Q2
$9.86K Buy
15
+3
+25% +$1.97K ﹤0.01% 342
2024
Q1
$7.8K Hold
12
﹤0.01% 347
2023
Q4
$7.5K Hold
12
﹤0.01% 346
2023
Q3
$6.13K Hold
12
﹤0.01% 375
2023
Q2
$5.5K Buy
12
+3
+33% +$1.38K ﹤0.01% 364
2023
Q1
$4.01K Buy
9
+3
+50% +$1.34K ﹤0.01% 411
2022
Q4
$2.34K Hold
6
﹤0.01% 388
2022
Q3
$2K Hold
6
﹤0.01% 408
2022
Q2
$2K Hold
6
﹤0.01% 408
2022
Q1
$3K Hold
6
﹤0.01% 377
2021
Q4
$4K Hold
6
﹤0.01% 407
2021
Q3
$3K Hold
6
﹤0.01% 417
2021
Q2
$3K Hold
6
﹤0.01% 403
2021
Q1
$2K Hold
6
﹤0.01% 440
2020
Q4
$2K Hold
6
﹤0.01% 434
2020
Q3
$2K Buy
+6
New +$2K ﹤0.01% 404