U.S. Capital 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 | $277K | Buy |
+352
| New | +$277K | 0.01% | 740 |
|
|
2024
Q3 | – | Sell |
-373
| Closed | -$245K | – | 706 |
|
|
2024
Q2 | $245K | Sell |
373
-114
| -23% | -$74.9K | 0.01% | 605 |
|
|
2024
Q1 | $317K | Sell |
487
-163
| -25% | -$106K | 0.01% | 556 |
|
|
2023
Q4 | $406K | Buy |
650
+65
| +11% | +$40.6K | 0.02% | 492 |
|
|
2023
Q3 | $299K | Buy |
585
+10
| +2% | +$5.11K | 0.01% | 520 |
|
|
2023
Q2 | $264K | Sell |
575
-31
| -5% | -$14.2K | 0.01% | 564 |
|
|
2023
Q1 | $270K | Buy |
606
+82
| +16% | +$36.6K | 0.01% | 556 |
|
|
2022
Q4 | $204K | Buy |
+524
| New | +$204K | 0.01% | 598 |
|
|
2022
Q1 | – | Sell |
-329
| Closed | -$212K | – | 724 |
|
|
2021
Q4 | $212K | Buy |
+329
| New | +$212K | 0.01% | 673 |
|