Vance Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
1,116
+16
| +1% | +$12.6K | 0.3% | 56 |
|
|
2025
Q1 | $675K | Buy |
1,100
+7
| +0.6% | +$4.3K | 0.25% | 57 |
|
|
2024
Q4 | $687K | Buy |
1,093
+4
| +0.4% | +$2.51K | 0.27% | 49 |
|
|
2024
Q3 | $676K | Sell |
1,089
-10
| -0.9% | -$6.21K | 0.26% | 50 |
|
|
2024
Q2 | $722K | Sell |
1,099
-600
| -35% | -$394K | 0.3% | 46 |
|
|
2024
Q1 | $1.1M | Buy |
1,699
+26
| +2% | +$16.9K | 0.44% | 38 |
|
|
2023
Q4 | $1.05M | Sell |
1,673
-2
| -0.1% | -$1.25K | 0.45% | 37 |
|
|
2023
Q3 | $856K | Buy |
+1,675
| New | +$856K | 0.4% | 38 |
|