Transform Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $472K | Sell |
|
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $845K | Sell |
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|
2021
Q3 | $713K | Sell |
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|
2021
Q2 | $667K | Sell |
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|
2021
Q1 | $588K | Sell |
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|
2020
Q4 | $713K | Sell |
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|
2020
Q3 | $668K | Sell |
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|
2020
Q2 | $746K | Buy |
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|
2020
Q1 | $514K | Buy |
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|
2019
Q4 | $413K | Buy |
|