Trueblood Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
2,045
+105
| +5% | +$82.7K | 0.67% | 37 |
|
|
2025
Q1 | $1.19M | Buy |
1,940
+210
| +12% | +$129K | 0.55% | 56 |
|
|
2024
Q4 | $1.09M | Buy |
1,730
+22
| +1% | +$13.8K | 0.54% | 55 |
|
|
2024
Q3 | $1.06M | Buy |
1,708
+55
| +3% | +$34.2K | 0.53% | 56 |
|
|
2024
Q2 | $1.09M | Buy |
1,653
+28
| +2% | +$18.4K | 0.61% | 48 |
|
|
2024
Q1 | $1.06M | Sell |
1,625
-113
| -7% | -$73.5K | 0.6% | 49 |
|
|
2023
Q4 | $1.09M | Buy |
+1,738
| New | +$1.09M | 0.68% | 41 |
|