Twin Peaks Wealth 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 | $926K | Sell |
1,297
-310
| -19% | -$221K | 0.3% | 65 |
|
|
2025
Q1 | $955K | Buy |
1,607
+1,008
| +168% | +$599K | 0.44% | 55 |
|
|
2024
Q4 | $376K | Buy |
599
+6
| +1% | +$3.77K | 0.16% | 94 |
|
|
2024
Q3 | $368K | Sell |
593
-71
| -11% | -$44.1K | 0.17% | 89 |
|
|
2024
Q2 | $436K | Sell |
664
-27
| -4% | -$17.7K | 0.22% | 81 |
|
|
2024
Q1 | $449K | Buy |
691
+30
| +5% | +$19.5K | 0.25% | 73 |
|
|
2023
Q4 | $413K | Buy |
+661
| New | +$413K | 0.26% | 72 |
|