Toth Financial Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.9K | Hold |
61
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $37.2K | Sell |
61
-20
| -25% | -$12.2K | ﹤0.01% | 323 |
|
|
2024
Q4 | $50.6K | Sell |
81
-9
| -10% | -$5.62K | 0.01% | 296 |
|
|
2024
Q3 | $56.1K | Hold |
90
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $59.3K | Hold |
90
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $58.6K | Sell |
90
-12
| -12% | -$7.81K | 0.01% | 272 |
|
|
2023
Q4 | $63.7K | Hold |
102
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $52K | Buy |
102
+12
| +13% | +$6.12K | 0.01% | 267 |
|
|
2023
Q2 | $41.1K | Sell |
90
-10
| -10% | -$4.57K | 0.01% | 294 |
|
|
2023
Q1 | $44.4K | Buy |
100
+11
| +12% | +$4.88K | 0.01% | 287 |
|
|
2022
Q4 | $34.8K | Hold |
89
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $35K | Sell |
89
-3
| -3% | -$1.18K | 0.01% | 312 |
|
|
2022
Q2 | $35K | Buy |
92
+3
| +3% | +$1.14K | 0.01% | 309 |
|
|
2022
Q1 | $43K | Hold |
89
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $57K | Sell |
89
-90
| -50% | -$57.6K | 0.01% | 286 |
|
|
2021
Q3 | $96K | Sell |
179
-26
| -13% | -$13.9K | 0.01% | 244 |
|
|
2021
Q2 | $101K | Buy |
+205
| New | +$101K | 0.02% | 218 |
|