United Advisor Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-594
| Closed | -$365K | – | 391 |
|
|
2025
Q1 | $365K | Buy |
594
+235
| +65% | +$144K | 0.07% | 243 |
|
|
2024
Q4 | $226K | Buy |
+359
| New | +$226K | 0.04% | 338 |
|
|
2024
Q3 | – | Sell |
-484
| Closed | -$318K | – | 349 |
|
|
2024
Q2 | $318K | Buy |
484
+160
| +49% | +$105K | 0.1% | 191 |
|
|
2024
Q1 | $211K | Buy |
+324
| New | +$211K | 0.08% | 202 |
|