Values Added Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
460
+44
| +11% | +$34.7K | 0.18% | 87 |
|
|
2025
Q1 | $255K | Sell |
416
-3
| -0.7% | -$1.84K | 0.14% | 101 |
|
|
2024
Q4 | $263K | Hold |
419
| – | – | 0.15% | 101 |
|
|
2024
Q3 | $260K | Buy |
419
+4
| +1% | +$2.48K | 0.16% | 92 |
|
|
2024
Q2 | $273K | Buy |
415
+3
| +0.7% | +$1.97K | 0.2% | 76 |
|
|
2024
Q1 | $268K | Buy |
412
+2
| +0.5% | +$1.3K | 0.21% | 72 |
|
|
2023
Q4 | $256K | Sell |
410
-28
| -6% | -$17.5K | 0.21% | 71 |
|
|
2023
Q3 | $224K | Buy |
+438
| New | +$224K | 0.2% | 79 |
|