TritonPoint Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
1,576
+53
+3% +$41.7K 0.11% 141
2025
Q1
$935K Buy
1,523
+75
+5% +$46.1K 0.09% 160
2024
Q4
$910K Sell
1,448
-21
-1% -$13.2K 0.08% 160
2024
Q3
$910K Buy
1,469
+84
+6% +$52K 0.08% 157
2024
Q2
$910K Sell
1,385
-140
-9% -$92K 0.09% 152
2024
Q1
$988K Sell
1,525
-93
-6% -$60.3K 0.1% 145
2023
Q4
$1.01M Buy
+1,618
New +$1.01M 0.1% 151