Valmark Advisers’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $753K | Sell |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $670K | Sell |
|
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $728K | Sell |
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|
2021
Q4 | $978K | Buy |
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|
2021
Q3 | $815K | Sell |
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|
2021
Q2 | $759K | Buy |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $526K | Buy |
|