Triad Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
884
+125
| +16% | +$98.5K | 0.14% | 112 |
|
|
2025
Q1 | $466K | Buy |
759
+9
| +1% | +$5.53K | 0.14% | 110 |
|
|
2024
Q4 | $472K | Buy |
+750
| New | +$472K | 0.17% | 93 |
|
|
2024
Q3 | – | Sell |
-567
| Closed | -$373K | – | 454 |
|
|
2024
Q2 | $373K | Buy |
567
+226
| +66% | +$149K | 0.2% | 50 |
|
|
2024
Q1 | $222K | Buy |
+341
| New | +$222K | 0.17% | 55 |
|