True North 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 | $388K | Buy |
492
+83
| +20% | +$65.4K | 0.07% | 155 |
|
|
2025
Q1 | $251K | Hold |
409
| – | – | 0.04% | 218 |
|
|
2024
Q4 | $257K | Buy |
409
+17
| +4% | +$10.7K | 0.06% | 162 |
|
|
2024
Q3 | $243K | Hold |
392
| – | – | 0.06% | 164 |
|
|
2024
Q2 | $258K | Sell |
392
-38
| -9% | -$25K | 0.07% | 164 |
|
|
2024
Q1 | $280K | Sell |
430
-63
| -13% | -$41K | 0.08% | 148 |
|
|
2023
Q4 | $308K | Buy |
493
+78
| +19% | +$48.8K | 0.08% | 134 |
|
|
2023
Q3 | $212K | Sell |
415
-237
| -36% | -$121K | 0.07% | 184 |
|
|
2023
Q2 | $299K | Buy |
+652
| New | +$299K | 0.08% | 165 |
|