Truepoint Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
699
-33
| -5% | -$26K | 0.01% | 97 |
|
|
2025
Q1 | $449K | Hold |
732
| – | – | 0.01% | 99 |
|
|
2024
Q4 | $460K | Sell |
732
-27
| -4% | -$17K | 0.01% | 92 |
|
|
2024
Q3 | $471K | Sell |
759
-26
| -3% | -$16.1K | 0.01% | 94 |
|
|
2024
Q2 | $516K | Sell |
785
-42
| -5% | -$27.6K | 0.01% | 81 |
|
|
2024
Q1 | $538K | Sell |
827
-142
| -15% | -$92.3K | 0.02% | 80 |
|
|
2023
Q4 | $606K | Sell |
969
-136
| -12% | -$85K | 0.02% | 116 |
|
|
2023
Q3 | $565K | Buy |
1,105
+103
| +10% | +$52.6K | 0.02% | 107 |
|
|
2023
Q2 | $459K | Buy |
+1,002
| New | +$459K | 0.02% | 105 |
|