TFO Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$9.75K | – | 394 |
|
|
2024
Q1 | $9.75K | Sell |
15
-2
| -12% | -$1.3K | ﹤0.01% | 94 |
|
|
2023
Q4 | $10.6K | Hold |
17
| – | – | ﹤0.01% | 93 |
|
|
2023
Q3 | $7.79K | Buy |
17
+2
| +13% | +$916 | ﹤0.01% | 173 |
|
|
2023
Q2 | $6.87K | Hold |
15
| – | – | ﹤0.01% | 163 |
|
|
2023
Q1 | $6.69K | Buy |
+15
| New | +$6.69K | ﹤0.01% | 123 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 304 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 422 |
|