Transcend Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
2,196
+270
| +14% | +$213K | 0.13% | 160 |
|
|
2025
Q1 | $1.18M | Buy |
1,926
+188
| +11% | +$115K | 0.08% | 225 |
|
|
2024
Q4 | $1.09M | Sell |
1,738
-24
| -1% | -$15.1K | 0.08% | 229 |
|
|
2024
Q3 | $1.09M | Sell |
1,762
-174
| -9% | -$108K | 0.07% | 250 |
|
|
2024
Q2 | $1.27M | Buy |
1,936
+1,471
| +316% | +$967K | 0.09% | 219 |
|
|
2024
Q1 | $302K | Buy |
465
+71
| +18% | +$46.1K | 0.02% | 411 |
|
|
2023
Q4 | $246K | Buy |
+394
| New | +$246K | 0.02% | 422 |
|
|
2022
Q1 | – | Sell |
-346
| Closed | -$223K | – | 530 |
|
|
2021
Q4 | $223K | Buy |
+346
| New | +$223K | 0.02% | 437 |
|