Tradewinds LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-803
| Closed | -$493K | – | 164 |
|
|
2025
Q1 | $493K | Sell |
803
-35
| -4% | -$21.5K | 0.14% | 118 |
|
|
2024
Q4 | $495K | Sell |
838
-27
| -3% | -$15.9K | 0.14% | 119 |
|
|
2024
Q3 | $537K | Sell |
865
-3
| -0.3% | -$1.86K | 0.17% | 107 |
|
|
2024
Q2 | $571K | Buy |
+868
| New | +$571K | 0.18% | 104 |
|
|
2023
Q3 | $471K | Buy |
+922
| New | +$471K | 0.28% | 62 |
|
|
2023
Q2 | – | Sell |
-904
| Closed | -$403K | – | 113 |
|
|
2023
Q1 | $403K | Buy |
+904
| New | +$403K | 0.24% | 74 |
|
|
2022
Q4 | – | Sell |
-949
| Closed | -$368K | – | 162 |
|
|
2022
Q3 | $368K | Buy |
949
+24
| +3% | +$9.31K | 0.27% | 72 |
|
|
2022
Q2 | $357K | Buy |
+925
| New | +$357K | 0.24% | 78 |
|