United Asset Strategies’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
2,067
+5
| +0.2% | +$3.94K | 0.14% | 110 |
|
|
2025
Q1 | $1.27M | Buy |
2,062
+156
| +8% | +$95.8K | 0.12% | 128 |
|
|
2024
Q4 | $1.2M | Buy |
1,906
+113
| +6% | +$71K | 0.11% | 128 |
|
|
2024
Q3 | $1.11M | Buy |
1,793
+109
| +6% | +$67.7K | 0.1% | 135 |
|
|
2024
Q2 | $1.11M | Buy |
1,684
+86
| +5% | +$56.5K | 0.11% | 130 |
|
|
2024
Q1 | $1.04M | Buy |
1,598
+120
| +8% | +$78K | 0.1% | 142 |
|
|
2023
Q4 | $924K | Buy |
1,478
+65
| +5% | +$40.6K | 0.1% | 142 |
|
|
2023
Q3 | $722K | Buy |
1,413
+12
| +0.9% | +$6.13K | 0.09% | 148 |
|
|
2023
Q2 | $642K | Buy |
+1,401
| New | +$642K | 0.08% | 155 |
|
|
2022
Q1 | – | Sell |
-2,397
| Closed | -$1.54M | – | 223 |
|
|
2021
Q4 | $1.54M | Buy |
2,397
+99
| +4% | +$63.7K | 0.18% | 99 |
|
|
2021
Q3 | $1.24M | Buy |
+2,298
| New | +$1.24M | 0.16% | 103 |
|