Thrive 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
$1.37M Sell
1,739
-73
-4% -$57.5K 0.22% 52
2025
Q1
$1.11M Sell
1,812
-113
-6% -$69.4K 0.21% 52
2024
Q4
$1.21M Sell
1,925
-67
-3% -$42.1K 0.22% 54
2024
Q3
$1.24M Sell
1,992
-55
-3% -$34.1K 0.23% 53
2024
Q2
$1.35M Buy
2,047
+13
+0.6% +$8.54K 0.26% 46
2024
Q1
$1.32M Sell
2,034
-318
-14% -$207K 0.27% 45
2023
Q4
$1.47M Buy
2,352
+43
+2% +$26.9K 0.33% 38
2023
Q3
$1.18M Sell
2,309
-15
-0.6% -$7.66K 0.31% 43
2023
Q2
$1.06M Buy
2,324
+998
+75% +$457K 0.28% 43
2023
Q1
$591K Buy
1,326
+284
+27% +$127K 0.15% 83
2022
Q4
$406K Sell
1,042
-70
-6% -$27.3K 0.12% 103
2022
Q3
$431K Buy
1,112
+107
+11% +$41.5K 0.15% 90
2022
Q2
$387K Buy
1,005
+60
+6% +$23.1K 0.14% 96
2022
Q1
$454K Buy
945
+58
+7% +$27.9K 0.13% 91
2021
Q4
$570K Buy
+887
New +$570K 0.19% 61